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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
351
Lazard Asset Management
Lazard Asset Management
New York
$37.3M -$668K 6 0.07% Reduced
352
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$37.2M +$75.2K 7 0.67% Increased
353
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$36.8M -$58.3K 3 3.42% Reduced
354
Sit Investment Associates
Sit Investment Associates
Minnesota
$36.7M +$2.24M 2 0.97% Increased
355
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$36.7M -$3.54M 9 0.73% Reduced
356
CAM
Capstone Asset Management
Texas
$36.7M +$12.3M 14 1.06% Increased
357
AR
Advisory Research
Illinois
$36.3M -$323K 1 0.59% Reduced
358
SAM
Shell Asset Management
Netherlands
$36.3M +$5.15M 9 0.75% Increased
359
Calamos Advisors
Calamos Advisors
Illinois
$36M -$198K 3 0.26% Reduced
360
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$36M +$951K 7 0.79% Increased
361
Regions Financial Corp
Regions Financial Corp
Alabama
$35.4M -$139K 3 0.46% Reduced
362
SAM
Sawgrass Asset Management
Florida
$35.4M +$2.81M 4 1.65% Increased
363
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$34.9M -$8.01M 3 1.31% Reduced
364
WPC
Waters Parkerson & Co
Louisiana
$34.8M -$181K 2 3.56% Reduced
365
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$34.5M +$723K 6 0.69% Increased
366
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$33.2M -$9.78M 16 0.58% Reduced
367
ICOM
Investment Counselors of Maryland
Maryland
$33.1M -$12.3M 3 1.98% Reduced
368
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$32.9M +$7.54M 6 0.13% Increased
369
Commerce Bank
Commerce Bank
Missouri
$32.6M +$23.7K 10 0.51% Increased
370
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$32.4M +$914K 3 2.24% Increased
371
WC
Walthausen & Co
New York
$32.2M -$94.7K 3 3.24% Reduced
372
FQ
First Quadrant
California
$32.2M +$7.56M 7 0.68% Increased
373
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$32.2M -$471K 4 1.16% Reduced
374
ECP
Electron Capital Partners
New York
$31.9M -$1.06M 3 7.11% Reduced
375
BAM
Barrett Asset Management
New York
$31.8M -$303K 3 2.68% Reduced