← 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
626
RAM
Redmond Asset Management
Virginia
$5.65M +$152K 3 2.01% Increased
627
MLL
Moody Lynn & Lieberson
Massachusetts
$5.62M +$1.52M 2 0.48% Increased
628
HPIA
Hamilton Point Investment Advisors
North Carolina
$5.62M +$52.4K 1 1.39% Increased
629
FP
Foundry Partners
Minnesota
$5.61M +$362K 2 0.35% Increased
630
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$5.59M +$449K 2 0.34% Increased
631
OSNBOA
Old Second National Bank of Aurora
Illinois
$5.58M -$239K 3 1.7% Reduced
632
Kestra Advisory Services
Kestra Advisory Services
Texas
$5.56M -$333K 5 0.05% Reduced
633
MJP
Michael J. Puzo
$5.55M +$241K 1 1.88% Increased
634
CRC
Catawba River Capital
South Carolina
$5.52M -$6.43M 1 4.25% Reduced
635
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$5.5M +$108K 5 0.15% Increased
636
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$5.47M +$184K 1 0.18% Increased
637
MCC
Malaga Cove Capital
California
$5.43M +$229K 3 2.51% Increased
638
SCM
Silvant Capital Management
Georgia
$5.42M -$66.7K 1 0.33% Reduced
639
FC
Fulcrum Capital
Washington
$5.4M -$84.2K 2 1.57% Reduced
640
BFIM
Beese Fulmer Investment Management
Ohio
$5.33M -$23K 1 0.6% Reduced
641
UF
Univest Financial
Pennsylvania
$5.3M +$1.18M 1 1.77% Increased
642
DFCM
Dark Forest Capital Management
Puerto Rico
$5.29M +$2.51M 5 0.41% Increased
643
Bessemer Group
Bessemer Group
New Jersey
$5.28M -$5.01M 9 0.01% Reduced
644
EVM
Evelyn V. Moreno
$5.24M +$124K 1 1.14% Increased
645
Quadrature Capital
Quadrature Capital
United Kingdom
$5.22M -$3.32M 4 0.11% Reduced
646
MCM
McKinley Capital Management
Alaska
$5.22M $0 1 0.73% Maintained
647
PC
Pier Capital
Connecticut
$5.19M +$5.56M 1 0.84% New
648
KIA
KCM Investment Advisors
California
$5.15M -$114K 3 0.22% Reduced
649
MCM
Manchester Capital Management
Vermont
$5.14M -$41.3K 8 0.76% Reduced
650
HI
Handelsinvest Investeringsforvaltning
Denmark
$5.12M -$9.11M 2 1.78% Reduced