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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
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$72.1M +$3.43M 4 1.44% Increased
352
Mutual of America Capital Management
Mutual of America Capital Management
New York
$71.8M +$8.14M 23 0.83% Increased
353
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$71.7M -$33.9M 7 0.75% Reduced
354
RMCM
Reynders McVeigh Capital Management
Massachusetts
$71.6M -$404K 5 4% Reduced
355
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$71.5M -$17.9M 13 0.24% Reduced
356
Achmea Investment Management
Achmea Investment Management
Netherlands
$71.4M +$45.8M 5 1.04% Increased
357
CAM
Cacti Asset Management
Georgia
$71.2M $0 1 5.51% Maintained
358
Pathstone Holdings
Pathstone Holdings
New Jersey
$70.5M +$5.6M 25 0.31% Increased
359
CCIP
Camrose Capital Investment Partners
United Kingdom
$70.5M +$48.4M 2 25.27% Increased
360
DS
Dudley & Shanley
Florida
$70.4M -$584K 5 11.09% Reduced
361
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$69.9M +$877K 4 2.84% Increased
362
BCM
Brown Capital Management
Maryland
$69.6M +$23.9M 4 2.1% Increased
363
Markel Group
Markel Group
Virginia
$69.5M $0 1 0.62% Maintained
364
CU
CDAM (UK)
United Kingdom
$69.5M -$32.1K 1 11.24% Reduced
365
RG
Renaissance Group
Kentucky
$69.4M +$297K 2 3.06% Increased
366
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$69.2M +$23.9M 13 0.53% Increased
367
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$69.1M -$2.25M 8 0.83% Reduced
368
PGH
Partners Group Holding
Switzerland
$68.5M +$1.99M 1 2.87% Increased
369
GW&K Investment Management
GW&K Investment Management
Massachusetts
$68.4M -$4.07M 12 0.63% Reduced
370
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$68.3M -$24.2M 13 0.15% Reduced
371
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$68.3M +$3.94M 12 0.95% Increased
372
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$67.2M +$3.23M 16 0.22% Increased
373
Covea Finance
Covea Finance
France
$67M +$7.12M 5 3.08% Increased
374
Tidal Investments
Tidal Investments
Wisconsin
$67M +$744K 20 0.55% Increased
375
Walleye Capital
Walleye Capital
New York
$66.4M +$13.3M 12 0.3% Increased