← 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
1201
PTC
Philadelphia Trust Company
Pennsylvania
$270K $0 1 0.02% Maintained
1202
SCM
Symons Capital Management
Pennsylvania
$270K -$1.61K 1 0.14% Reduced
1203
OIWM
OptiFour Integrated Wealth Management
Virginia
$269K $0 1 0.18% Maintained
1204
GBA
Garrison Bradford & Associates
New York
$266K $0 1 0.33% Maintained
1205
HCM
Hodges Capital Management
Texas
$266K -$189K 1 0.04% Reduced
1206
H
HoyleCohen
California
$266K $0 1 0.04% Maintained
1207
BAM
Beaumont Asset Management
Texas
$265K +$262K 1 0.25% New
1208
FA
FMA Advisory
Pennsylvania
$265K +$14.8K 1 0.11% Increased
1209
HCM
Howland Capital Management
Massachusetts
$265K $0 1 0.02% Maintained
1210
Wasatch Advisors
Wasatch Advisors
Utah
$265K +$258K 1 0% New
1211
PMFA
Plante Moran Financial Advisors
Michigan
$264K +$10.4K 2 0.09% Increased
1212
Penserra Capital Management
Penserra Capital Management
California
$261K +$176K 4 0.02% Increased
1213
Shelton Capital Management
Shelton Capital Management
Colorado
$260K +$13.8K 1 0.01% Increased
1214
BIA
Bigelow Investment Advisors
Maine
$259K $0 1 0.15% Maintained
1215
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$257K -$34.5K 1 0.01% Reduced
1216
SEM
Suncoast Equity Management
Florida
$257K +$250K 1 0.05% New
1217
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$256K $0 2 0.06% Maintained
1218
MSR
Main Street Research
Connecticut
$256K $0 1 0.04% Maintained
1219
SMFS
Squar Milner Financial Services
California
$255K +$1.95K 1 0.13% Increased
1220
UA
Unison Advisors
District of Columbia
$252K +$940 1 0.18% Increased
1221
CRCM
Corbett Road Capital Management
Virginia
$251K +$245K 1 0.25% New
1222
Savant Capital
Savant Capital
Illinois
$248K +$2.5K 1 0.03% Increased
1223
FI
Fosun International
China
$246K $0 1 0.02% Maintained
1224
PCMC
Paragon Capital Management (Colorado)
Colorado
$246K -$33.9K 1 0.13% Reduced
1225
ST
Spinnaker Trust
Maine
$246K -$3.11K 1 0.02% Reduced