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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
TCM
Tetrem Capital Management
Manitoba, Canada
$30.3M +$1.73M 1 1.03% Increased
377
AH
Achievement Holdings
Illinois
$30.3M +$7.21M 1 2.52% Increased
378
GC
GW Capital
Washington
$30.1M -$5.3M 2 1.96% Reduced
379
Everett Harris & Co
Everett Harris & Co
California
$30.1M -$59.8K 2 1.1% Reduced
380
PGH
Partners Group Holding
Switzerland
$29.9M -$13M 1 8.5% Reduced
381
BAM
Barrett Asset Management
New York
$29.7M -$390K 4 2.7% Reduced
382
Conning Inc
Conning Inc
Connecticut
$29.6M +$4.69M 4 1.3% Increased
383
MPMG
Minneapolis Portfolio Management Group
Minnesota
$29.4M -$123K 2 4.92% Reduced
384
CCB
Cutter & Co Brokerage
Missouri
$29.2M -$687K 10 14.34% Reduced
385
Balyasny Asset Management
Balyasny Asset Management
Illinois
$29.1M -$38.7M 2 0.21% Reduced
386
TA
Teton Advisors
New York
$29M +$340K 14 2.2% Increased
387
AR
Advisory Research
Illinois
$28.8M +$4.74M 1 0.41% Increased
388
Analytic Investors
Analytic Investors
California
$28.6M -$2.9M 3 0.38% Reduced
389
RCM
Riverhead Capital Management
Delaware
$28.5M +$6.57M 11 0.45% Increased
390
Calamos Advisors
Calamos Advisors
Illinois
$28.5M -$205K 3 0.2% Reduced
391
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$28.5M +$2.13M 7 0.97% Increased
392
SW
SVB Wealth
Massachusetts
$28.3M +$50.2K 4 1.1% Increased
393
CAM
Cacti Asset Management
Georgia
$28.3M +$3.92M 2 3.21% Increased
394
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$28.1M +$863K 1 1.24% Increased
395
ORIO
Old Republic International (ORI)
Illinois
$27.9M +$6.09M 1 1.53% Increased
396
Washington Trust
Washington Trust
Rhode Island
$27.5M -$1.82M 3 1.98% Reduced
397
Country Trust Bank
Country Trust Bank
Illinois
$27.3M -$44.3K 3 1.5% Reduced
398
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$27.3M -$27.1M 2 0.6% Reduced
399
WPC
Waters Parkerson & Co
Louisiana
$27.1M +$991K 2 3.45% Increased
400
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$27.1M +$664K 3 2.72% Increased