← 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
1076
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$263K +$262K 1 0.07% New
1077
CFGS
Concourse Financial Group Securities
Alabama
$261K +$261K 4 0.07% New
1078
SSB
Sandy Spring Bank
Maryland
$261K -$7.37K 2 0.02% Reduced
1079
APA
American Portfolios Advisors
New York
$261K +$1.36K 3 0.03% Increased
1080
LC
Lourd Capital
California
$260K +$243K 1 0.02% New
1081
MSR
Main Street Research
Connecticut
$260K $0 1 0.04% Maintained
1082
TYCC
Texas Yale Capital Corp
Florida
$260K $0 1 0.02% Maintained
1083
TW
Transform Wealth
Colorado
$260K -$199K 1 0.05% Reduced
1084
WP
WealthPLAN Partners
Nebraska
$257K $0 1 0.05% Maintained
1085
FCAG
First Capital Advisors Group
New Jersey
$256K -$590 1 0.16% Reduced
1086
MFBTD
MB Financial Bank - Trust Department
Illinois
$256K -$5K 1 0.03% Reduced
1087
VAM
Visionary Asset Management
Texas
$256K -$3.58K 1 0.08% Reduced
1088
JFM
Jackson Financial Management
California
$253K -$213K 1 0.2% Reduced
1089
MFG
Monte Financial Group
Connecticut
$250K $0 1 0.23% Maintained
1090
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$249K $0 1 0.02% Maintained
1091
BB
Bell Bank
North Dakota
$248K $0 1 0.08% Maintained
1092
Arax Advisory Partners
Arax Advisory Partners
Colorado
$246K +$135K 2 0.1% Increased
1093
PTC
Petrus Trust Company
Texas
$246K -$396K 1 0.05% Reduced
1094
Horizon Investments
Horizon Investments
North Carolina
$241K -$846K 1 0.01% Reduced
1095
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$241K $0 1 0.02% Maintained
1096
DAM
Delta Asset Management
Tennessee
$240K $0 1 0.03% Maintained
1097
FIG
FundX Investment Group
California
$237K $0 1 0.13% Maintained
1098
WP
WealthSource Partners
California
$237K +$2.36K 1 0.06% Increased
1099
Cetera Advisors
Cetera Advisors
Colorado
$235K +$219K 1 0.01% New
1100
FCCM
First City Capital Management
Georgia
$235K $0 1 0.16% Maintained