← 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
ST
Spinnaker Trust
Maine
$268K -$106K 1 0.03% Reduced
1202
Empirical Finance
Empirical Finance
Pennsylvania
$264K +$244K 1 0.07% New
1203
ISB
Iowa State Bank
Iowa
$264K $0 1 0.11% Maintained
1204
SAM
S.A. Mason
Michigan
$263K $0 1 0.28% Maintained
1205
1SB
1ST Source Bank
Indiana
$262K -$12.9K 1 0.02% Reduced
1206
TA
TFG Advisers
Michigan
$262K +$28.8K 1 0.17% Increased
1207
Ethic Inc
Ethic Inc
New York
$261K -$307K 1 0.15% Reduced
1208
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$260K -$5.37K 1 0.01% Reduced
1209
WA
WP Advisors
California
$259K +$239K 1 0.18% New
1210
TW
Transform Wealth
Colorado
$258K $0 1 0.04% Maintained
1211
TW
TrinityPoint Wealth
Connecticut
$256K $0 1 0.08% Maintained
1212
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$252K +$232K 1 0.11% New
1213
WIA
Westbourne Investment Advisors
Maryland
$252K $0 1 0.31% Maintained
1214
HCM
Hodges Capital Management
Texas
$251K +$238K 1 0.05% New
1215
PMA
Prudent Man Advisors
Illinois
$250K +$240K 1 0.22% New
1216
QSS
Quantitative Systematic Strategies
Florida
$249K -$522K 1 0.05% Reduced
1217
CPA
Capital Planning Advisors
California
$247K +$228K 1 0.07% New
1218
LPIC
LeJeune Puetz Investment Counsel
Michigan
$247K $0 1 0.13% Maintained
1219
UFG
United Fire Group
Iowa
$247K $0 2 0.12% Maintained
1220
UMB Bank
UMB Bank
Missouri
$246K $0 1 0.01% Maintained
1221
9WM
9258 Wealth Management
Ohio
$241K +$222K 1 0.1% New
1222
PFA
Paradigm Financial Advisors
Missouri
$240K -$85.8K 1 0.08% Reduced
1223
TYCC
Texas Yale Capital Corp
Florida
$240K -$30.3K 1 0.02% Reduced
1224
IWAG
Integer Wealth Advisors Group
Georgia
$237K $0 1 0.24% Maintained
1225
EP Wealth Advisors
EP Wealth Advisors
California
$236K +$218K 1 0.01% New