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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
1001
AR
Advisory Research
Illinois
$362K -$184K 1 0.01% Reduced
1002
NEAM
New England Asset Management
Connecticut
$362K +$358K 1 0.01% New
1003
HH
Hilltop Holdings
Texas
$361K +$5.81K 1 0.08% Increased
1004
C
Cerebellum
California
$360K +$144K 2 0.6% Increased
1005
MCM
McRae Capital Management
New Jersey
$360K -$21.1K 1 0.15% Reduced
1006
VHAM
Van Hulzen Asset Management
California
$360K +$360K 1 0.11% New
1007
CIM
CIM Investment Management
Pennsylvania
$357K +$353K 1 0.12% New
1008
FIB
First Interstate Bank
Montana
$354K -$19.2K 1 0.08% Reduced
1009
NBG
Nancy B. Gardiner
$352K -$47.2K 1 1.04% Reduced
1010
JCP
Jabre Capital Partners
Switzerland
$350K -$214K 1 0.02% Reduced
1011
ICOM
Investment Counselors of Maryland
Maryland
$342K -$23.2K 1 0.02% Reduced
1012
SIA
Starfire Investment Advisers
Michigan
$339K $0 1 0.17% Maintained
1013
RCG
Ruggie Capital Group
Florida
$338K -$236K 2 0.17% Reduced
1014
NewEdge Advisors
NewEdge Advisors
Louisiana
$336K -$118K 1 0.03% Reduced
1015
PFA
Paradigm Financial Advisors
Missouri
$336K $0 1 0.14% Maintained
1016
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$333K -$224 1 0.07% Reduced
1017
FFA
First Foundation Advisors
California
$332K +$15.4K 1 0.02% Increased
1018
CNC
Citizens & Northern Corp
Pennsylvania
$331K $0 1 0.24% Maintained
1019
Intact Investment Management
Intact Investment Management
Quebec, Canada
$331K $0 1 0.01% Maintained
1020
WIA
Westbourne Investment Advisors
Maryland
$329K -$199K 1 0.28% Reduced
1021
ACM
Alta Capital Management
Utah
$326K $0 1 0.02% Maintained
1022
QSS
Quantitative Systematic Strategies
Florida
$323K -$1.21M 1 0.06% Reduced
1023
DBT
Dubuque Bank & Trust
Iowa
$321K -$24.5K 3 0.05% Reduced
1024
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$316K $0 1 0.02% Maintained
1025
SCM
Symons Capital Management
Pennsylvania
$316K -$11.7K 1 0.11% Reduced