← 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
2001
SA
Strategic Advocates
Utah
$41.1K +$45.2K 1 0.01% New
2002
SVCP
Silicon Valley Capital Partners
California
$41K +$197 1 0% Increased
2003
CPG
Cornerstone Planning Group
New Jersey
$40K +$153K 3 0.01% Increased
2004
PWA
Physician Wealth Advisors
Utah
$40K +$30.5K 4 0.01% Increased
2005
KFA
Kelleher Financial Advisors
New York
$39.9K +$42.7K 1 0.01% New
2006
BWM
Bullock Wealth Management
Indiana
$39.8K -$1.6K 1 0.02% Reduced
2007
CFFP
Center for Financial Planning
Michigan
$39.2K -$1.72K 1 0% Reduced
2008
MSFP
Mark Sheptoff Financial Planning
Connecticut
$38K $0 2 0.02% Maintained
2009
WWA
Wealth Watch Advisors
Colorado
$38K +$36.8K 3 0.02% New
2010
CTWM
Cherry Tree Wealth Management
Minnesota
$37.7K $0 2 0.01% Maintained
2011
DJSG
D.J. St. Germain
Massachusetts
$37.2K $0 1 0% Maintained
2012
LAM
LOM Asset Management
$37K -$14.3K 1 0.01% Reduced
2013
CAM
Clarity Asset Management
Iowa
$36.7K +$124 1 0.02% Increased
2014
DIP
DT Investment Partners
Pennsylvania
$36.4K $0 2 0% Maintained
2015
IBOK
Independence Bank of Kentucky
Kentucky
$36.3K $0 2 0% Maintained
2016
MASECO Private Wealth
MASECO Private Wealth
$35.9K -$17.4K 1 0% Reduced
2017
CSPIA
Cary Street Partners Investment Advisory
Virginia
$35.5K -$136K 1 0.01% Reduced
2018
FC
Fairscale Capital
New Hampshire
$35.4K $0 1 0.02% Maintained
2019
TIM
Tortoise Investment Management
New York
$35.4K +$2.68K 5 0% Increased
2020
Chilton Capital Management
Chilton Capital Management
Texas
$34.9K $0 1 0% Maintained
2021
VNA
Valley National Advisers
Pennsylvania
$34K +$139 1 0.01% Increased
2022
HWM
HighMark Wealth Management
Minnesota
$33.5K +$162 2 0.01% Increased
2023
GGI
Godsey & Gibb Inc
Virginia
$33.1K +$17.4K 1 0% Increased
2024
BFS
Bare Financial Services
Pennsylvania
$33K +$4.36K 7 0.01% Increased
2025
BAM
Bellevue Asset Management
Washington
$32.8K +$1.57K 3 0.02% Increased