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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
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$36.6M +$947K 3 2.28% Increased
377
Nuveen
Nuveen
North Carolina
$36.5M -$43.2M 7 0.22% Reduced
378
Conning Inc
Conning Inc
Connecticut
$36.4M +$1.58M 5 1.34% Increased
379
NA
Neuburgh Advisers
California
$36M -$11.7M 13 1.42% Reduced
380
Oppenheimer & Co
Oppenheimer & Co
New York
$35.9M -$1.25M 13 1.02% Reduced
381
SIM
Stelliam Investment Management
New York
$35.6M +$34.3M 1 1.37% New
382
RG
Renaissance Group
Kentucky
$35.6M -$1.03M 1 1.34% Reduced
383
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$35.2M -$3.95M 4 1.2% Reduced
384
Personal Capital Advisors
Personal Capital Advisors
California
$34.8M +$3.64M 3 0.88% Increased
385
CCMH
Cornerstone Capital Management Holdings
New York
$34.7M -$8.38M 10 0.27% Reduced
386
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$34.5M -$2.13M 7 0.82% Reduced
387
JIR
James Investment Research
Ohio
$34.4M +$3M 4 0.97% Increased
388
PIA
Piedmont Investment Advisors
North Carolina
$34.3M +$644K 5 0.71% Increased
389
ING Group
ING Group
Netherlands
$34.1M +$25.4M 7 0.62% Increased
390
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$34.1M +$3.44M 5 1.24% Increased
391
SAM
Shell Asset Management
Netherlands
$34.1M -$67K 8 0.75% Reduced
392
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$34M -$25.7M 13 0.32% Reduced
393
CC
Capital Counsel
New York
$33.7M +$6.87M 1 3.21% Increased
394
PineBridge Investments
PineBridge Investments
New York
$33.5M +$4.03M 11 0.88% Increased
395
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$33.4M +$3.65M 5 0.19% Increased
396
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$33.3M -$6.21M 1 4.4% Reduced
397
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$33.2M -$165K 1 1.15% Reduced
398
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$33.2M +$248K 2 0.92% Increased
399
Meyer Handelman Company
Meyer Handelman Company
New York
$33M -$264K 3 1.4% Reduced
400
Country Trust Bank
Country Trust Bank
Illinois
$32.9M +$9.24M 2 1.64% Increased