← 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
TIM
Thompson Investment Management
Wisconsin
$349K $0 1 0.07% Maintained
1002
FIB
First Interstate Bank
Montana
$348K -$22.7K 2 0.08% Reduced
1003
MAM
Morse Asset Management
Connecticut
$346K +$3.89K 1 0.1% Increased
1004
PHK
Point72 Hong Kong
Hong Kong
$346K +$129K 3 0.18% Increased
1005
SIA
Starfire Investment Advisers
Michigan
$345K +$340K 1 0.18% New
1006
BB
Bell Bank
North Dakota
$342K +$117K 1 0.11% Increased
1007
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$342K +$350K 1 0.08% New
1008
ICOM
Investment Counselors of Maryland
Maryland
$340K +$13.7K 1 0.02% Increased
1009
NIS
National Investment Services
Wisconsin
$340K -$71.2K 1 0.32% Reduced
1010
MCM
McKinley Capital Management
Alaska
$338K -$19.3K 1 0.02% Reduced
1011
ACM
Alta Capital Management
Utah
$337K +$332K 1 0.02% New
1012
CNC
Citizens & Northern Corp
Pennsylvania
$337K $0 1 0.25% Maintained
1013
Intact Investment Management
Intact Investment Management
Quebec, Canada
$337K -$55.2K 1 0.01% Reduced
1014
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$335K +$354K 5 0.07% New
1015
Geneos Wealth Management
Geneos Wealth Management
Colorado
$333K +$26.4K 6 0.03% Increased
1016
Summit Trail Advisors
Summit Trail Advisors
New York
$326K -$103K 2 0.06% Reduced
1017
DBT
Dubuque Bank & Trust
Iowa
$324K +$6.91K 3 0.05% Increased
1018
APA
American Portfolios Advisors
New York
$323K -$58.9K 4 0.05% Reduced
1019
GIA
Granite Investment Advisors
New Hampshire
$323K $0 1 0.06% Maintained
1020
HCM
Howland Capital Management
Massachusetts
$322K +$2K 1 0.03% Increased
1021
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$322K -$22.6K 1 0.02% Reduced
1022
PCAP
Pratt Collard Advisory Partners
New York
$322K +$4.07K 1 0.28% Increased
1023
NSIM
North Star Investment Management
Illinois
$321K -$15.7K 2 0.04% Reduced
1024
WhitTier Trust Company
WhitTier Trust Company
Nevada
$318K +$45.8K 5 0.03% Increased
1025
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$312K $0 1 0.14% Maintained