← 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
NSIM
North Star Investment Management
Illinois
$346K $0 2 0.04% Maintained
1077
HCM
Howland Capital Management
Massachusetts
$345K $0 1 0.03% Maintained
1078
MCM
McKinley Capital Management
Alaska
$344K $0 1 0.02% Maintained
1079
AIM
Allen Investment Management
New York
$342K $0 1 0.01% Maintained
1080
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$341K +$304K 1 0% New
1081
ISB
Iowa State Bank
Iowa
$339K $0 1 0.16% Maintained
1082
3AM
3D Asset Management
Connecticut
$337K $0 1 0.08% Maintained
1083
CCM
Carlson Capital Management
Minnesota
$337K +$47.2K 1 0.08% Increased
1084
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$337K +$359K 1 0.01% New
1085
GH
GAM Holding
Switzerland
$333K +$333K 1 0.01% New
1086
SSB
Sandy Spring Bank
Maryland
$333K +$16.9K 3 0.03% Increased
1087
ICOM
Investment Counselors of Maryland
Maryland
$331K $0 1 0.02% Maintained
1088
CIP
Convergence Investment Partners
Florida
$330K -$749K 1 0.07% Reduced
1089
GCMG
Gyroscope Capital Management Group
Florida
$329K $0 1 0.13% Maintained
1090
CP
Covenant Partners
Tennessee
$326K +$301K 1 0.18% New
1091
SGA
Strategic Global Advisors
California
$326K $0 1 0.07% Maintained
1092
VHAM
Van Hulzen Asset Management
California
$325K -$1.43M 1 0.09% Reduced
1093
VWM
Venturi Wealth Management
Texas
$325K -$13.9K 1 0.04% Reduced
1094
GIA
Granite Investment Advisors
New Hampshire
$324K $0 1 0.06% Maintained
1095
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$323K +$298K 1 0.08% New
1096
LRIC
Long Road Investment Counsel
Michigan
$323K $0 1 0.2% Maintained
1097
TIM
Thompson Investment Management
Wisconsin
$323K $0 1 0.06% Maintained
1098
QSS
Quantitative Systematic Strategies
Florida
$321K -$357K 1 0.08% Reduced
1099
TW
Transform Wealth
Colorado
$318K +$21.9K 1 0.06% Increased
1100
WCM
WealthBridge Capital Management
Ohio
$318K +$5.77K 3 0.2% Increased