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Capex Chain

Where the water infrastructure cash flows downstream

TickerMover Capex Chains · Published weekly · Descriptive model, not a forecast
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Companies in this chain

This chain traces federal and municipal water-spending dollars from pipes and pumps to utilities and testing labs. It shows who gets paid first when the taps flow with cash. Descriptive, not a forecast.

Federal grants and state revolving funds

Engineering and design consultants

Equipment makers: pipes, pumps, valves

Treatment chemicals and testing labs

Utilities and water REITs

How this map is built

Read left to right: money flows from federal grants and bond underwriting to engineering, equipment, chemicals, testing, and finally to utilities. Lag shows how many quarters after the driver moves each layer sees revenue. Exposure is how much of each company's total revenue depends on water infrastructure spending. Bars show relative size of the driver within each company's market.

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