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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
Markel Group
Markel Group
Virginia
$72.6M -$366K 1 0.83% Reduced
327
Huntington National Bank
Huntington National Bank
Ohio
$72.2M +$718K 20 0.66% Increased
328
RHBC
R.H. Bluestein & Co
Michigan
$71.8M +$6.35M 13 2.57% Increased
329
SCM
Shapiro Capital Management
Georgia
$71.7M +$1.17M 1 1.31% Increased
330
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$71.7M -$5.7M 6 0.8% Reduced
331
CC
Capital Counsel
New York
$71.6M -$969K 1 3.03% Reduced
332
NIG
NFJ Investment Group
Texas
$71.3M -$11M 6 1.3% Reduced
333
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$71.2M -$951K 8 0.33% Reduced
334
Tocqueville Asset Management
Tocqueville Asset Management
New York
$71M -$5.93M 8 0.98% Reduced
335
AIA
AGF Investments America
Ontario, Canada
$70M +$1.73M 5 13.4% Increased
336
FNFDCM
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$69.3M -$23.5K 2 7.55% Reduced
337
Pendal Group
Pendal Group
Australia
$68.8M +$10.8M 16 0.55% Increased
338
GIP
Granite Investment Partners
California
$68.5M +$470K 5 2% Increased
339
ZP
Zimmer Partners
New York
$67.8M +$10.3M 2 1.01% Increased
340
PRO
Pensioenfonds Rail & OV
Netherlands
$67.1M -$10M 1 1.59% Reduced
341
PCP
P2 Capital Partners
New York
$66.6M -$33.8M 1 5.2% Reduced
342
USS Investment Management
USS Investment Management
United Kingdom
$66.4M $0 8 0.5% Maintained
343
VI
Versor Investments
New York
$66.2M +$21M 4 2% Increased
344
Riverbridge Partners
Riverbridge Partners
Minnesota
$66.2M -$26.4M 1 0.65% Reduced
345
Great Lakes Advisors
Great Lakes Advisors
Illinois
$66.1M +$1.57M 9 1.01% Increased
346
Private Advisor Group
Private Advisor Group
New Jersey
$65.2M -$7.32M 16 0.49% Reduced
347
TPSF
Texas Permanent School Fund
Texas
$64.8M -$4.22M 16 0.8% Reduced
348
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$63.5M +$196K 39 0.44% Increased
349
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$63.5M +$3.56M 17 0.56% Increased
350
PWLP
Prio Wealth Limited Partnership
Massachusetts
$62.4M -$1.77M 6 1.91% Reduced