← 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
1001
FMLI
Fukoku Mutual Life Insurance
Japan
$0 -$56K 0 – Closed
1002
Fulton Bank
Fulton Bank
Pennsylvania
$0 -$305K 0 – Closed
1003
HCMT
Highland Capital Management (Tennessee)
Tennessee
$0 -$2.09M 0 – Closed
1004
HCM
Highline Capital Management
New York
$0 -$26.4M 0 – Closed
1005
Horizon Investments
Horizon Investments
North Carolina
$0 -$217K 0 – Closed
1006
IH
IFC Holdings
Florida
$0 -$1.3M 0 – Closed
1007
ICAP
Independence Capital Asset Partners
Colorado
$0 -$1.68M 0 – Closed
1008
Laurion Capital Management
Laurion Capital Management
New York
$0 -$241K 0 – Closed
1009
Lazard Asset Management
Lazard Asset Management
New York
$0 -$5.34M 0 – Closed
1010
LCM
Leonard Capital Management
Florida
$0 -$2.49M 0 – Closed
1011
LMR Partners
LMR Partners
United Kingdom
$0 -$936K 0 – Closed
1012
LCP
Longbow Capital Partners
New York
$0 -$759K 0 – Closed
1013
LRIC
Long Road Investment Counsel
Michigan
$0 -$227K 0 – Closed
1014
Magnetar Financial
Magnetar Financial
Illinois
$0 -$435K 0 – Closed
1015
Manning & Napier Advisors
Manning & Napier Advisors
New York
$0 -$105M 0 – Closed
1016
Maverick Capital
Maverick Capital
Texas
$0 -$683K 0 – Closed
1017
MBTD
Mechanics Bank - Trust Department
California
$0 -$614K 0 – Closed
1018
MFW
Meristem Family Wealth
Minnesota
$0 -$254K 0 – Closed
1019
MSTVIM
Messner & Smith Theme Value Investment Management
California
$0 -$1.5M 0 – Closed
1020
NHFG
New Harbor Financial Group
Massachusetts
$0 -$511K 0 – Closed
1021
ORI
Oak Ridge Investments
Illinois
$0 -$3.58M 0 – Closed
1022
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$0 -$4K 0 – Closed
1023
OCM
Oskie Capital Management
New York
$0 -$2.88M 0 – Closed
1024
PL
Parkwood LLC
Ohio
$0 -$628K 0 – Closed
1025
PIA
Peachtree Investment Advisors
Georgia
$0 -$38K 0 – Closed