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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
LCP
LGT Capital Partners
Switzerland
$83M +$42M 3 4.41% Increased
327
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$82.4M -$14.7M 12 0.83% Reduced
328
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$82.1M +$44M 3 0.29% Increased
329
DS
Dudley & Shanley
Florida
$82.1M +$11.1M 6 13.43% Increased
330
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$81.9M +$12M 27 0.14% Increased
331
WCM Investment Management
WCM Investment Management
California
$81.4M +$48M 4 0.19% Increased
332
Achmea Investment Management
Achmea Investment Management
Netherlands
$81.4M +$16.9M 4 2.15% Increased
333
Everett Harris & Co
Everett Harris & Co
California
$81.2M +$916K 4 1.04% Increased
334
Driehaus Capital Management
Driehaus Capital Management
Illinois
$80.9M +$43.1M 3 0.59% Increased
335
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$80.5M +$27.7M 33 0.57% Increased
336
Manning & Napier Advisors
Manning & Napier Advisors
New York
$80.1M -$5.13M 2 1.13% Reduced
337
MCI
McDonald Capital Investors
California
$77.7M -$1.24M 1 5.32% Reduced
338
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$77.2M -$698K 5 1.41% Reduced
339
Waverly Advisors
Waverly Advisors
Alabama
$76.2M -$365K 13 0.57% Reduced
340
Amalgamated Bank
Amalgamated Bank
New York
$76.1M -$556K 24 0.58% Reduced
341
XTX Topco
XTX Topco
Cayman Islands
$75.8M +$43.3M 34 1.32% Increased
342
HCM
Howland Capital Management
Massachusetts
$75.4M -$346K 3 2.98% Reduced
343
TIA
Tandem Investment Advisors
South Carolina
$75.3M -$3.54M 2 3.69% Reduced
344
CAM
Cacti Asset Management
Georgia
$74.8M $0 1 4.53% Maintained
345
Daiwa Securities Group
Daiwa Securities Group
Japan
$74.7M -$2.95M 17 0.21% Reduced
346
PC
Port Capital
Illinois
$74.7M +$41.1K 1 3.32% Increased
347
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$74.3M -$16.1M 10 1.25% Reduced
348
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$74M -$57.8M 17 0.17% Reduced
349
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$73.9M -$7.94M 42 0.19% Reduced
350
Merewether Investment Management
Merewether Investment Management
Texas
$73.8M -$49.4M 3 1.43% Reduced