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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
326
Los Angeles Capital Management
Los Angeles Capital Management
California
$38.6M +$2.6M 11 0.34% Increased
327
PPCP
Pivot Point Capital Partners
California
$38.3M $0 1 19.77% Maintained
328
ICOM
Investment Counselors of Maryland
Maryland
$38.2M +$1.28M 4 2.2% Increased
329
Nomura Asset Management
Nomura Asset Management
Japan
$38.2M -$7.17M 8 0.73% Reduced
330
AAM
AMI Asset Management
California
$37.8M +$31.8K 1 2.59% Increased
331
CC
Carlson Capital
Texas
$37M +$28.7M 2 0.45% Increased
332
Riverbridge Partners
Riverbridge Partners
Minnesota
$37M -$43M 2 0.77% Reduced
333
LCP
Lombardia Capital Partners
California
$37M -$1.36M 2 1.92% Reduced
334
FWSM
First Wilshire Securities Management
California
$36.8M -$21.8M 5 12.2% Reduced
335
SIM
Sprucegrove Investment Management
Ontario, Canada
$36.4M -$19.9M 1 1.47% Reduced
336
Advisors Asset Management
Advisors Asset Management
Colorado
$36.3M -$5.4M 18 0.6% Reduced
337
WBC
Westpac Banking Corp
Australia
$36.2M +$6.74M 8 0.39% Increased
338
LSV Asset Management
LSV Asset Management
Illinois
$35.8M +$342K 7 0.08% Increased
339
GE
General Electric
Ohio
$35.7M +$3.16M 3 0.18% Increased
340
VDBMI
Van Den Berg Management I
Texas
$35.6M -$980K 2 4.68% Reduced
341
Calamos Advisors
Calamos Advisors
Illinois
$35.2M +$853K 4 0.23% Increased
342
Balyasny Asset Management
Balyasny Asset Management
Illinois
$35.1M +$10.5M 7 0.21% Increased
343
Everett Harris & Co
Everett Harris & Co
California
$35.1M -$117K 2 1.26% Reduced
344
Andra AP-fonden
Andra AP-fonden
Sweden
$35M +$264K 8 0.92% Increased
345
Regions Financial Corp
Regions Financial Corp
Alabama
$34.9M -$957K 3 0.46% Reduced
346
Natixis Advisors
Natixis Advisors
Massachusetts
$34.8M +$548K 9 0.52% Increased
347
Marshall Wace
Marshall Wace
United Kingdom
$34.4M -$16M 8 0.33% Reduced
348
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$34.4M -$32M 5 0.21% Reduced
349
Fenimore Asset Management
Fenimore Asset Management
New York
$34.4M +$488K 2 1.74% Increased
350
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$34.3M +$451K 16 0.39% Increased