← 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
1951
ACM
Anfield Capital Management
California
$91.1K +$332 2 0.03% Increased
1952
EA
Evolution Advisers
Virginia
$91K $0 1 0.04% Maintained
1953
OC
Oakworth Capital
Alabama
$87.3K +$7.09K 4 0.01% Increased
1954
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$85.6K -$747 2 0% Reduced
1955
TWM
Tripletail Wealth Management
Florida
$85.4K +$89.6K 1 0.1% New
1956
WIM
Westside Investment Management
California
$84K +$37.9K 2 0.01% Increased
1957
CSC
Cove Street Capital
California
$82.3K $0 1 0.11% Maintained
1958
HSA
Hussman Strategic Advisors
Maryland
$82K $0 1 0.02% Maintained
1959
MFT
Moisand Fitzgerald Tamayo
Florida
$81.2K $0 3 0.01% Maintained
1960
MMCM
Murphy & Mullick Capital Management
New York
$80K $0 1 0.06% Maintained
1961
WC
Wexford Capital
Florida
$79K +$76.9K 3 0.01% New
1962
DF
Dunhill Financial
United Kingdom
$78.4K +$3.62K 4 0.02% Increased
1963
CMBA
C.M. Bidwell & Associates
Hawaii
$75.6K -$139K 2 0.04% Reduced
1964
TF
Tompkins Financial
New York
$75.3K -$27.7K 2 0.01% Reduced
1965
OIA
Optimum Investment Advisors
Illinois
$75.1K $0 1 0.03% Maintained
1966
PCTC
Perkins Coie Trust Company
Washington
$74.9K $0 3 0.01% Maintained
1967
SGK
Steigerwald Gordon & Koch
Virginia
$74.8K +$72K 3 0.01% New
1968
GWSA
Global Wealth Strategies & Associates
Colorado
$74.2K $0 2 0.02% Maintained
1969
WA
WPG Advisers
Maryland
$72.8K -$4.34K 6 0.06% Reduced
1970
BDL
Banque de Luxembourg
Luxembourg
$72.7K -$117K 1 0.04% Reduced
1971
AWM
Ameliora Wealth Management
Switzerland
$71.8K +$26.1K 1 0.02% Increased
1972
CFG
Clayton Financial Group
Missouri
$69.8K +$67.2K 2 0.05% New
1973
PP
Pingora Partners
Wyoming
$68.5K $0 2 0.05% Maintained
1974
FIM
FWL Investment Management
Texas
$68.4K +$6.93K 2 0.02% Increased
1975
WA
Whipplewood Advisors
Colorado
$64.3K -$17.7K 1 0.04% Reduced