← 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
551
ACI
Advance Capital I
Michigan
$1.8M +$1.93M 2 0.95% New
552
Donaldson Capital Management
Donaldson Capital Management
Indiana
$1.8M +$9.2K 1 0.27% Increased
553
ICM
ICC Capital Management
Florida
$1.79M -$109K 1 0.23% Reduced
554
People's United Financial
People's United Financial
Connecticut
$1.76M +$16.4K 3 0.09% Increased
555
FC
Forte Capital
New York
$1.7M -$54.2K 1 0.74% Reduced
556
Confluence Investment Management
Confluence Investment Management
Missouri
$1.7M +$101K 1 0.07% Increased
557
CYG
Clean Yield Group
Vermont
$1.69M -$27.4K 1 0.76% Reduced
558
FBA
Front Barnett Associates
Illinois
$1.69M +$1.74M 1 0.32% New
559
SIM
Spark Investment Management
New York
$1.68M -$2.45M 2 0.28% Reduced
560
Norinchukin Bank
Norinchukin Bank
Japan
$1.68M +$521K 3 0.04% Increased
561
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$1.66M -$616K 3 0.15% Reduced
562
Aristotle Capital Management
Aristotle Capital Management
California
$1.65M $0 1 0.02% Maintained
563
Pinnacle Associates
Pinnacle Associates
New York
$1.64M +$59.9K 2 0.03% Increased
564
TH
Timber Hill
Connecticut
$1.64M +$430K 2 0.01% Increased
565
BCB
Brian C. Broderick
$1.62M +$501K 1 0.69% Increased
566
BCM
BlueMar Capital Management
Florida
$1.62M +$1.54M 1 0.87% New
567
MSTVIM
Messner & Smith Theme Value Investment Management
California
$1.61M +$557K 1 2.74% Increased
568
SAM
Sawgrass Asset Management
Florida
$1.61M $0 1 0.07% Maintained
569
FVCM
F&V Capital Management
Florida
$1.61M -$147K 1 1.09% Reduced
570
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$1.59M -$399K 5 0.11% Reduced
571
GC
Gruss & Co
Florida
$1.59M -$901K 1 2.25% Reduced
572
LSV Asset Management
LSV Asset Management
Illinois
$1.58M -$907K 1 0% Reduced
573
DP
Dearborn Partners
Illinois
$1.56M -$155K 1 0.14% Reduced
574
PAMG
Patton Albertson Miller Group
Tennessee
$1.56M +$400K 1 0.73% Increased
575
Palisade Capital Management
Palisade Capital Management
New Jersey
$1.56M -$106K 1 0.04% Reduced