← 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	PFA Paradigm Financial Advisors Des Peres, Missouri	$399K	$0	1	0.16%	Maintained
1002	AIC Argus Investors Counsel New York	$395K	+$61.1K	1	0.17%	Increased
1003	Horizon Kinetics New York	$392K	+$95.2K	1	0.01%	Increased
1004	AWA Alaska Wealth Advisors Anchorage, Alaska	$390K	-$177K	1	0.12%	Reduced
1005	LCP Legacy Capital Partners Milwaukee, Wisconsin	$390K	-$1.48K	1	0.18%	Reduced
1006	Harvest Fund Management Beijing, China	$388K	+$317K	2	0.07%	Increased
1007	GAMA Graticule Asia Macro Advisors New York	$385K	+$383K	1	0.02%	New
1008	FEG Financial Enhancement Group Anderson, Indiana	$379K	+$377K	1	0.12%	New
1009	PCAP Pratt Collard Advisory Partners Buffalo, New York	$378K	+$3.73K	1	0.3%	Increased
1010	MFAM Motley Fool Asset Management Alexandria, Virginia	$377K	+$51.9K	1	0.05%	Increased
1011	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$375K	$0	1	0.04%	Maintained
1012	CIM CIM Investment Management Pittsburgh, Pennsylvania	$374K	$0	1	0.13%	Maintained
1013	C Cerebellum San Francisco, California	$373K	-$34.2K	2	0.6%	Reduced
1014	LNB Ledyard National Bank	$371K	+$50.8K	1	0.04%	Increased
1015	Eastern Bank Boston, Massachusetts	$370K	$0	1	0.02%	Maintained
1016	TIM Thompson Investment Management Madison, Wisconsin	$370K	$0	1	0.07%	Maintained
1017	Evergreen Capital Management Bellevue, Washington	$364K	$0	1	0.03%	Maintained
1018	RQS Ramsey Quantitative Systems Louisville, Kentucky	$362K	-$292K	1	0.36%	Reduced
1019	FI Fosun International Hong Kong, China	$358K	-$2.43M	1	0.02%	Reduced
1020	ACM Alta Capital Management Salt Lake City, Utah	$356K	$0	1	0.02%	Maintained
1021	Intact Investment Management Montreal, Quebec, Canada	$356K	$0	1	0.01%	Maintained
1022	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$355K	$0	1	0.24%	Maintained
1023	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$354K	-$46.5K	8	0.05%	Reduced
1024	FAIM Financial Advocates Investment Management Olympia, Washington	$351K	-$13K	1	0.04%	Reduced
1025	BWP BSW Wealth Partners Boulder, Colorado	$346K	+$324K	1	0.13%	New