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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
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$64.8M -$49.3K 8 0.31% Reduced
327
NIG
NFJ Investment Group
Texas
$63.9M -$179K 6 1.3% Reduced
328
AAM
AMI Asset Management
California
$63.8M -$589K 2 3.33% Reduced
329
Munro Partners
Munro Partners
Australia
$63.5M -$21.7M 1 2.28% Reduced
330
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$63.2M +$55.8M 5 0.95% Increased
331
ZP
Zimmer Partners
New York
$62.3M -$2.12M 3 0.89% Reduced
332
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$61.1M -$1.76M 4 0.41% Reduced
333
Huntington National Bank
Huntington National Bank
Ohio
$61M +$235K 20 0.56% Increased
334
CT
Cambridge Trust
Massachusetts
$60.9M +$1.37M 11 2.13% Increased
335
Private Advisor Group
Private Advisor Group
New Jersey
$60.7M +$3.18M 17 0.46% Increased
336
Great Lakes Advisors
Great Lakes Advisors
Illinois
$60.5M -$842K 10 0.99% Reduced
337
Evercore Wealth Management
Evercore Wealth Management
New York
$60M -$38.7M 5 1.06% Reduced
338
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$59.8M -$35.6M 6 1.14% Reduced
339
TI
Trigran Investments
Illinois
$59.6M +$4M 1 6.05% Increased
340
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$58.7M -$2.26M 5 3.14% Reduced
341
IR
IAT Reinsurance
New York
$58.6M +$55.2M 1 4.25% New
342
AIA
AGF Investments America
Ontario, Canada
$58.5M -$1.05M 5 10.65% Reduced
343
Epoch Investment Partners
Epoch Investment Partners
New York
$58.2M +$16.5M 4 0.29% Increased
344
USS Investment Management
USS Investment Management
United Kingdom
$58M +$1.18M 8 0.48% Increased
345
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$57.9M -$13.9M 10 0.34% Reduced
346
ACM
Atika Capital Management
New York
$56.8M -$2.91M 2 4.78% Reduced
347
Bridgewater Associates
Bridgewater Associates
Connecticut
$56.4M +$12.6M 8 0.23% Increased
348
BCAM
Boston Common Asset Management
Massachusetts
$56.2M -$6.56M 3 2.43% Reduced
349
SAM
Scopus Asset Management
New York
$55.9M -$30.9M 3 1.38% Reduced
350
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$55.3M +$3.74M 18 1.08% Increased