← All themes Water

Water Infrastructure

Pipes, pumps, valves, and meters move and measure water, and much of the installed network is old enough to lose a large share of what passes through it. Replacement is slow, locally funded, and unavoidable.

17 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
526
BTC
Bank & Trust Company
Illinois
$11.1M +$11.1M 1 9.44% New
527
CJL
Cyrus J. Lawrence
New York
$11.1M $0 2 2.25% Maintained
528
EIM
Essex Investment Management
Massachusetts
$11.1M -$1.26M 3 2.08% Reduced
529
MCM
Monarch Capital Management
Indiana
$11.1M -$106K 2 3.26% Reduced
530
Bahl & Gaynor
Bahl & Gaynor
Ohio
$11.1M -$71.2K 1 0.06% Reduced
531
PHK
Point72 Hong Kong
Hong Kong
$11M +$7.8M 4 0.66% Increased
532
GP
Girard Partners
Pennsylvania
$11M -$35.6K 1 1.04% Reduced
533
CNB
Camden National Bank
Maine
$11M +$1.1M 1 1.7% Increased
534
Evergreen Capital Management
Evergreen Capital Management
Washington
$11M +$6.71M 6 0.4% Increased
535
Whittier Trust
Whittier Trust
California
$11M +$521K 7 0.16% Increased
536
NIMI
Natixis Investment Managers International
France
$10.9M -$434K 3 0.82% Reduced
537
EI
Ecofi Investissements
France
$10.9M +$11.6M 1 6.04% New
538
ACM
Ayrshire Capital Management
Connecticut
$10.9M +$3.83M 2 5.54% Increased
539
XI
XXEC Inc
Oklahoma
$10.8M -$156K 3 8.36% Reduced
540
SCM
SG Capital Management
Illinois
$10.8M +$1.54M 1 1.69% Increased
541
ANBT
American National Bank & Trust
Texas
$10.8M +$1.01M 2 1.34% Increased
542
Lido Advisors
Lido Advisors
California
$10.7M +$983K 3 0.06% Increased
543
FWSM
First Wilshire Securities Management
California
$10.5M -$85K 2 3.23% Reduced
544
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$10.4M +$1.35M 7 0.15% Increased
545
PRCP
Pacific Ridge Capital Partners
Oregon
$10.4M -$463K 2 2.51% Reduced
546
MML Investors Services
MML Investors Services
Massachusetts
$10.4M -$4.96M 8 0.04% Reduced
547
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$10.4M -$25.5K 2 0.4% Reduced
548
SWM
Segment Wealth Management
Texas
$10.4M +$379K 1 0.77% Increased
549
NIA
NIA Impact Advisors
California
$10.4M -$277K 3 3.74% Reduced
550
RIG
Renaissance Investment Group
Massachusetts
$10.3M +$340K 1 2.25% Increased