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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
301
HCM
Hahn Capital Management
California
$54.8M -$522K 2 5.69% Reduced
302
M&T Bank
M&T Bank
New York
$54.6M -$2.99M 13 0.32% Reduced
303
Magellan Asset Management
Magellan Asset Management
Australia
$54.5M +$14.8K 5 0.23% Increased
304
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$53.9M +$17.1M 4 1.38% Increased
305
Eagle Global Advisors
Eagle Global Advisors
Texas
$53.9M +$211K 3 1.54% Increased
306
Riverbridge Partners
Riverbridge Partners
Minnesota
$52.7M -$499K 2 1.01% Reduced
307
NIMI
Natixis Investment Managers International
France
$52.5M +$4.86M 9 4.59% Increased
308
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$52.2M +$1.05M 3 1.73% Increased
309
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$52.1M +$2.71M 19 0.65% Increased
310
CBT
Capital Bank & Trust
California
$51.9M +$51.6M 9 0.68% New
311
Evercore Wealth Management
Evercore Wealth Management
New York
$51.9M -$1.34M 13 2% Reduced
312
Candriam SCA
Candriam SCA
Luxembourg
$51.8M +$9.96M 6 0.97% Increased
313
Envestnet Asset Management
Envestnet Asset Management
Illinois
$51.6M -$1.24M 21 0.14% Reduced
314
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$51.4M +$1.25M 2 2.74% Increased
315
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$50.9M +$2.86M 1 1.43% Increased
316
Nomura Asset Management
Nomura Asset Management
Japan
$50.8M +$3.86M 7 0.68% Increased
317
Westwood Holdings Group
Westwood Holdings Group
Texas
$50.8M -$5.44M 5 0.41% Reduced
318
American Securities
American Securities
New York
$50.5M -$26M 1 5.89% Reduced
319
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$50.5M +$2.98M 5 0.49% Increased
320
Empyrean Capital Partners
Empyrean Capital Partners
California
$50.5M $0 1 2.15% Maintained
321
ACM
Alta Capital Management
Utah
$50.4M -$2.15M 3 3.41% Reduced
322
Channing Capital Management
Channing Capital Management
Illinois
$50.2M +$804K 1 1.96% Increased
323
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$50.1M -$3.37M 20 0.37% Reduced
324
1832 Asset Management
1832 Asset Management
Ontario, Canada
$49.1M -$18.7M 6 0.22% Reduced
325
TCM
Tetrem Capital Management
Manitoba, Canada
$48.8M -$13.8M 1 2.13% Reduced