← 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
1026
BCM
Boltwood Capital Management
California
$478K -$41.6K 1 0.3% Reduced
1027
1SB
1ST Source Bank
Indiana
$476K -$38.2K 2 0.04% Reduced
1028
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$476K $0 1 0.08% Maintained
1029
CCM
Compton Capital Management
Rhode Island
$476K $0 1 0.2% Maintained
1030
Saturna Capital
Saturna Capital
Washington
$476K $0 1 0.01% Maintained
1031
VWM
Valley Wealth Managers
New Jersey
$475K -$289K 1 0.05% Reduced
1032
Gofen & Glossberg
Gofen & Glossberg
Illinois
$473K $0 2 0.02% Maintained
1033
NFG
Next Financial Group
Texas
$472K +$5.91K 3 0.05% Increased
1034
SCM
Southport Capital Management
Tennessee
$471K -$33.9K 1 0.21% Reduced
1035
Första AP-fonden
Första AP-fonden
Sweden
$470K $0 1 0.02% Maintained
1036
OSIA
O'Shares Investment Advisers
Massachusetts
$469K +$185K 2 0.08% Increased
1037
FFA
First Foundation Advisors
California
$467K $0 1 0.03% Maintained
1038
TC
TownSquare Capital
Utah
$458K -$86.3K 1 0.04% Reduced
1039
Giverny Capital
Giverny Capital
Quebec, Canada
$456K $0 1 0.05% Maintained
1040
SIM
Spark Investment Management
New York
$453K -$109K 1 0.03% Reduced
1041
SIA
Starfire Investment Advisers
Michigan
$450K $0 1 0.2% Maintained
1042
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$448K -$254K 1 0.02% Reduced
1043
FIB
First Interstate Bank
Montana
$448K $0 2 0.1% Maintained
1044
SCM
SG Capital Management
Illinois
$448K -$809K 1 0.07% Reduced
1045
IB
Intrust Bank
Kansas
$447K -$39.4K 1 0.11% Reduced
1046
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$445K -$319K 1 0.08% Reduced
1047
FRM
Fox Run Management
Connecticut
$444K +$169K 1 0.29% Increased
1048
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$444K +$205K 2 0.02% Increased
1049
YWP
YorkBridge Wealth Partners
New York
$443K -$1.23K 2 0.2% Reduced
1050
ACM
Alta Capital Management
Utah
$440K $0 1 0.02% Maintained