← All themes

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
HCM
Howland Capital Management
Massachusetts
$48.9M +$964K 5 2.63% Increased
377
Colony Group
Colony Group
Massachusetts
$48.8M +$15.3M 8 0.73% Increased
378
PWLP
Prio Wealth Limited Partnership
Massachusetts
$48.8M -$614K 6 1.61% Reduced
379
RHBC
R.H. Bluestein & Co
Michigan
$48.6M -$17.4M 13 2.04% Reduced
380
Calamos Advisors
Calamos Advisors
Illinois
$48.1M +$3.32M 6 0.18% Increased
381
Riverbridge Partners
Riverbridge Partners
Minnesota
$47.7M -$2.23M 1 0.54% Reduced
382
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$47.6M -$41.8M 16 0.4% Reduced
383
Todd Asset Management
Todd Asset Management
Kentucky
$47.6M -$44.7K 1 1.05% Reduced
384
PC
Plaisance Capital
Colorado
$47.5M $0 1 34.32% Maintained
385
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$47M +$5.54M 1 0.34% Increased
386
Encompass Capital Advisors
Encompass Capital Advisors
New York
$46.8M -$1.83M 2 1.78% Reduced
387
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$46.8M +$802K 9 2.09% Increased
388
Country Trust Bank
Country Trust Bank
Illinois
$45.8M +$5.86M 6 1.28% Increased
389
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$45.4M -$3.78M 17 0.48% Reduced
390
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$45.4M -$2.86M 5 0.6% Reduced
391
TC
TwinBeech Capital
New York
$44.7M +$29.1M 3 1.97% Increased
392
BFO
Boston Family Office
Massachusetts
$44.6M -$562K 7 3.17% Reduced
393
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$44.6M -$10.9M 15 0.56% Reduced
394
SIC
Schwartz Investment Counsel
Michigan
$44M -$135K 1 1.85% Reduced
395
Sarasin & Partners
Sarasin & Partners
United Kingdom
$43.4M -$41M 2 0.44% Reduced
396
Emerald Advisers
Emerald Advisers
Pennsylvania
$43.3M -$3.79M 3 1.65% Reduced
397
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$42.9M +$18.1M 4 1.18% Increased
398
SCI
S&CO Inc
Massachusetts
$42.7M +$806K 1 3% Increased
399
Gotham Asset Management
Gotham Asset Management
New York
$42M +$16.9M 17 1.3% Increased
400
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$41.3M -$6.29M 9 0.26% Reduced