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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
WIM
Weitz Investment Management
Nebraska
$66M -$8.76M 2 3.46% Reduced
352
Royce & Associates
Royce & Associates
New York
$66M -$19.8M 7 0.62% Reduced
353
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$65.9M +$6.7M 29 0.06% Increased
354
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$65.6M +$7.18M 26 0.24% Increased
355
Homestead Advisers
Homestead Advisers
Virginia
$65.5M -$1.19M 1 1.62% Reduced
356
Markel Group
Markel Group
Virginia
$65.3M $0 1 0.64% Maintained
357
Pathstone Holdings
Pathstone Holdings
New Jersey
$65M +$3.39M 21 0.29% Increased
358
Ossiam
Ossiam
France
$64.9M +$54.4M 7 1.23% Increased
359
Creative Planning
Creative Planning
Kansas
$64.8M +$3.21M 31 0.07% Increased
360
Congress Wealth Management
Congress Wealth Management
Massachusetts
$64.7M +$18.1M 6 1.03% Increased
361
DnB Asset Management
DnB Asset Management
Norway
$64.6M +$6.54M 13 0.31% Increased
362
PFM
Premier Fund Managers
United Kingdom
$64.6M $0 1 2.59% Maintained
363
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$63.9M +$51.6M 1 6.54% Increased
364
Swiss Life Asset Management
Swiss Life Asset Management
$63.5M +$29.4M 13 0.75% Increased
365
SIC
Schwartz Investment Counsel
Michigan
$63.5M $0 1 2.35% Maintained
366
Första AP-fonden
Första AP-fonden
Sweden
$63.2M -$5.67M 8 0.56% Reduced
367
PRO
Pensioenfonds Rail & OV
Netherlands
$62.6M +$20.9M 2 4.69% Increased
368
JWCA
J.W. Coons Advisors
Ohio
$62.1M -$21.1M 2 15.02% Reduced
369
Westwood Holdings Group
Westwood Holdings Group
Texas
$62.1M +$4.83M 3 0.29% Increased
370
Geneva Capital Management
Geneva Capital Management
Wisconsin
$62.1M -$1.81M 4 1.13% Reduced
371
Nicholas Company
Nicholas Company
Wisconsin
$61.8M -$4.08K 3 1.03% Reduced
372
IFM Investors
IFM Investors
Australia
$61.5M +$721K 12 0.62% Increased
373
Soros Fund Management
Soros Fund Management
New York
$61.5M +$6.54M 2 1.1% Increased
374
Confluence Investment Management
Confluence Investment Management
Missouri
$61.2M -$317K 4 0.88% Reduced
375
Panagora Asset Management
Panagora Asset Management
Massachusetts
$61M +$26.6M 15 0.31% Increased