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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
JMFC
J.M. Forbes & Co
Massachusetts
$11.3M -$104K 2 1.1% Reduced
527
NPT
Nixon Peabody Trust
Massachusetts
$11.2M -$200K 1 0.94% Reduced
528
CSM Advisors
CSM Advisors
Pennsylvania
$11.2M -$2.62M 1 0.73% Reduced
529
HCM
Hahn Capital Management
California
$11.2M -$7.32M 2 7.21% Reduced
530
ACM
Ayrshire Capital Management
Connecticut
$11.1M +$383K 2 5.3% Increased
531
Jasper Ridge Partners
Jasper Ridge Partners
California
$11.1M $0 1 0.32% Maintained
532
Curi RMB Capital
Curi RMB Capital
Illinois
$11.1M +$136K 3 0.25% Increased
533
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$10.8M +$1.61M 7 0.25% Increased
534
EI
EAM Investors
California
$10.8M +$828K 3 1.62% Increased
535
ORI
Oak Ridge Investments
Illinois
$10.8M +$2.63M 2 0.94% Increased
536
NIG
NFJ Investment Group
Texas
$10.8M -$1.44M 1 0.32% Reduced
537
CNB
Camden National Bank
Maine
$10.7M -$234K 2 1.54% Reduced
538
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$10.6M -$9.3M 1 0.04% Reduced
539
MML Investors Services
MML Investors Services
Massachusetts
$10.6M -$143K 8 0.04% Reduced
540
ANBT
American National Bank & Trust
Texas
$10.6M -$160K 2 1.25% Reduced
541
Evergreen Capital Management
Evergreen Capital Management
Washington
$10.6M -$1.52M 5 0.35% Reduced
542
RIG
Renaissance Investment Group
Massachusetts
$10.6M +$104K 1 2.2% Increased
543
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$10.6M +$3.93M 2 0.08% Increased
544
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$10.5M +$3.15M 1 0.05% Increased
545
M
MOTCO
Texas
$10.5M -$518K 2 1.05% Reduced
546
Whittier Trust
Whittier Trust
California
$10.4M +$95.9K 7 0.14% Increased
547
SWM
Segment Wealth Management
Texas
$10.4M +$141K 1 0.72% Increased
548
Bahl & Gaynor
Bahl & Gaynor
Ohio
$10.2M -$736K 1 0.05% Reduced
549
Sanctuary Advisors
Sanctuary Advisors
Indiana
$10.2M +$1.44M 5 0.06% Increased
550
MCM
Mattern Capital Management
Colorado
$10.1M -$23.3K 1 1.27% Reduced