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Water

Water is a local, regulated, and capital hungry business covering collection, treatment, distribution, and the network that leaks along the way. Scarcity and tightening quality rules push spending up regardless of the economic cycle.

67 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
VDBMI
Van Den Berg Management I
Texas
$61.2M +$59.6M 1 5.2% New
227
USAA
United Services Automobile Association
Texas
$61M +$61.9M 9 0.28% New
228
KAM
Keeley Asset Management
Illinois
$60.8M +$62.4M 5 1.21% New
229
SEI Trust Company
SEI Trust Company
Pennsylvania
$60.5M +$60.4M 14 0.74% New
230
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$60.1M +$59.6M 3 0.69% New
231
Magellan Asset Management
Magellan Asset Management
Australia
$60.1M +$51.6M 5 0.67% New
232
Calamos Advisors
Calamos Advisors
Illinois
$60M +$59.7M 3 0.39% New
233
WBC
Westpac Banking Corp
Australia
$59.2M +$75.6M 8 0.91% New
234
RHBC
R.H. Bluestein & Co
Michigan
$58.2M +$58.2M 9 5.11% New
235
MKCM
Mount Kellett Capital Management
New York
$56.7M +$54.3M 1 6.81% New
236
Covington Capital Management
Covington Capital Management
California
$56.3M +$56.5M 7 6.92% New
237
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$55.6M +$56.1M 5 0.73% New
238
MPIA
Mountain Pacific Investment Advisers
Idaho
$55.6M +$54.7M 4 8.34% New
239
Frontier Capital Management
Frontier Capital Management
Massachusetts
$55.4M +$53.8M 2 0.46% New
240
GA
Geneva Advisors
Illinois
$54.9M +$54.8M 5 1.28% New
241
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$54.8M +$55.6M 10 0.24% New
242
FWSM
First Wilshire Securities Management
California
$53.8M +$60M 3 9.19% New
243
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$53.2M +$52.5M 10 0.14% New
244
IRF
IBM Retirement Fund
New York
$52.7M +$52.9M 9 0.65% New
245
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$52M +$52.6M 7 0.48% New
246
First Eagle Investment Management
First Eagle Investment Management
New York
$51.5M +$53M 4 0.16% New
247
Analytic Investors
Analytic Investors
California
$51.5M +$51.6M 3 0.85% New
248
Scout Investments
Scout Investments
Missouri
$50.7M +$48.6M 2 0.59% New
249
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$50.4M +$50.4M 10 0.6% New
250
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$50.4M +$52.9M 9 0.25% New