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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
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$54.9M +$1.94M 6 1.93% Increased
327
Tocqueville Asset Management
Tocqueville Asset Management
New York
$54.6M +$2.71M 5 0.82% Increased
328
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$53.6M +$3.82M 5 2.66% Increased
329
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$53.5M -$2.67M 12 0.71% Reduced
330
William Blair Investment Management
William Blair Investment Management
Illinois
$53.5M -$60.9M 4 0.27% Reduced
331
Boston Trust Walden
Boston Trust Walden
Massachusetts
$53.2M -$14.2M 7 0.85% Reduced
332
Kennedy Capital Management
Kennedy Capital Management
Missouri
$53.2M +$8.49M 10 1.32% Increased
333
Foresters Investment Management
Foresters Investment Management
New York
$53.2M +$28.8M 3 1% Increased
334
GIP
Granite Investment Partners
California
$52M +$12.7M 7 3.8% Increased
335
Commerce Bank
Commerce Bank
Missouri
$51.7M -$518K 9 0.66% Reduced
336
Riverbridge Partners
Riverbridge Partners
Minnesota
$51.5M -$770K 1 1.07% Reduced
337
CAM
Cacti Asset Management
Georgia
$50.8M $0 1 4.45% Maintained
338
SIC
Schwartz Investment Counsel
Michigan
$50.3M +$9.01M 3 3.1% Increased
339
OA
Omega Advisors
New York
$50M -$6.28M 1 4.89% Reduced
340
AR
Advisory Research
Illinois
$49.1M +$12.7M 2 1.04% Increased
341
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$49.1M +$1.96M 4 0.52% Increased
342
CC
Capital Counsel
New York
$49M -$18.7M 2 4.07% Reduced
343
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$48.1M +$5.87M 16 0.93% Increased
344
Winton Group
Winton Group
United Kingdom
$47.8M -$686K 10 1.03% Reduced
345
VIM
Veritas Investment Management
United Kingdom
$47.2M +$3.37M 3 5.75% Increased
346
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$47.1M -$949K 9 0.37% Reduced
347
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$46.9M -$2.43M 13 0.74% Reduced
348
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$46.7M +$5.04M 37 0.42% Increased
349
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$46.5M -$568K 2 3.76% Reduced
350
Candriam SCA
Candriam SCA
Luxembourg
$46.2M +$8.27M 6 0.71% Increased