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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
601
Stephens Inc
Stephens Inc
Arkansas
$4.94M +$4.16M 4 0.08% Increased
602
LPT
Legacy Private Trust
Wisconsin
$4.93M +$228K 1 0.44% Increased
603
MCM
McKinley Capital Management
Alaska
$4.91M $0 1 0.37% Maintained
604
FAT
First American Trust
California
$4.91M +$52.7K 1 0.77% Increased
605
LC
Lincoln Capital
Nebraska
$4.89M -$4.42K 2 1.53% Reduced
606
MCC
Malaga Cove Capital
California
$4.89M -$79K 1 2.09% Reduced
607
MJP
Michael J. Puzo
$4.86M +$103K 1 1.55% Increased
608
Vident Investment Advisory
Vident Investment Advisory
Georgia
$4.86M +$720K 6 0.16% Increased
609
PIM
Perpetual Investment Management
Australia
$4.84M -$513K 1 0.81% Reduced
610
Bessemer Group
Bessemer Group
New Jersey
$4.84M -$594K 6 0.01% Reduced
611
Brandes Investment Partners
Brandes Investment Partners
California
$4.84M +$813K 1 0.11% Increased
612
BCV
Banque Cantonale Vaudoise
Switzerland
$4.83M -$573K 5 0.25% Reduced
613
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$4.81M +$1.93M 1 0.01% Increased
614
ACM
Ayrshire Capital Management
Connecticut
$4.74M +$346K 1 2.91% Increased
615
KCM
Kanawha Capital Management
Virginia
$4.72M +$60.8K 1 0.46% Increased
616
Whittier Trust
Whittier Trust
California
$4.71M +$253K 6 0.09% Increased
617
Hancock Whitney
Hancock Whitney
Mississippi
$4.69M -$188K 2 0.16% Reduced
618
Donaldson Capital Management
Donaldson Capital Management
Indiana
$4.68M +$877K 2 0.26% Increased
619
BL
BFSG LLC
California
$4.68M -$36.7K 2 0.76% Reduced
620
C WorldWide Group
C WorldWide Group
Denmark
$4.68M $0 1 0.05% Maintained
621
Fiduciary Trust
Fiduciary Trust
Massachusetts
$4.66M +$310K 2 0.09% Increased
622
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$4.66M -$3.48K 3 0.09% Reduced
623
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$4.65M -$183K 3 0.23% Reduced
624
RIA
RPG Investment Advisory
California
$4.62M +$4.32M 1 0.83% New
625
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$4.62M $0 1 0.05% Maintained