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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
376
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$23.5M +$23.4M 3 1.05% New
377
AL
AJO LP
Pennsylvania
$23.5M +$23.5M 1 0.11% New
378
CAM
Capstone Asset Management
Texas
$23.4M +$23.5M 14 0.61% New
379
TA
Teton Advisors
New York
$23.4M +$23.6M 12 2.04% New
380
SIM
Sprucegrove Investment Management
Ontario, Canada
$23.2M +$22.6M 1 0.42% New
381
Aperio Group
Aperio Group
California
$23.1M +$23.4M 11 0.55% New
382
Pzena Investment Management
Pzena Investment Management
New York
$22.7M +$21.8M 1 0.15% New
383
Fenimore Asset Management
Fenimore Asset Management
New York
$22.7M +$23M 1 1.47% New
384
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$22.6M +$22.9M 8 0.44% New
385
CISOA
Capital Investment Services of America
Wisconsin
$22.6M +$22.2M 2 6.48% New
386
Everett Harris & Co
Everett Harris & Co
California
$22.5M +$22.4M 2 0.94% New
387
ACM
Alta Capital Management
Utah
$22.4M +$22.2M 1 3.03% New
388
WPC
Waters Parkerson & Co
Louisiana
$22.1M +$22.3M 2 3.21% New
389
OCAM
Onex Canada Asset Management
Ontario, Canada
$22.1M +$20.8M 1 1.44% New
390
WAM
World Asset Management
Michigan
$22M +$22.4M 11 0.51% New
391
Marshall Wace North America
Marshall Wace North America
New York
$21.9M +$21.6M 4 1.72% New
392
TAM
Third Avenue Management
New York
$21.8M +$24.6M 1 0.43% New
393
AAM
AMI Asset Management
California
$21.8M +$21.6M 1 3.4% New
394
GIP
Granite Investment Partners
California
$21.6M +$21.2M 2 3.81% New
395
Royal London Asset Management
Royal London Asset Management
United Kingdom
$21.5M +$21.7M 6 0.63% New
396
DL
Delta Lloyd
Netherlands
$21.4M +$21.7M 9 0.82% New
397
SJIC
St. James Investment Company
Texas
$21.3M +$21.9M 1 2.36% New
398
CRCP
Copper Rock Capital Partners
Massachusetts
$21.3M +$21.7M 3 2.29% New
399
Washington Trust
Washington Trust
Rhode Island
$21.1M +$20.9M 2 1.78% New
400
ESCM
Echo Street Capital Management
New York
$20.9M +$20.6M 1 3.18% New