← 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
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$39.3M -$5.61M 1 1.71% Reduced
377
BFO
Boston Family Office
Massachusetts
$39.2M +$778K 7 3.28% Increased
378
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$38.5M -$3.39M 1 0.68% Reduced
379
TCW Group
TCW Group
California
$38.3M -$4.09M 3 0.5% Reduced
380
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$37.9M +$6.9M 6 1.56% Increased
381
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$37.8M -$995K 7 1.98% Reduced
382
Credit Agricole
Credit Agricole
France
$37.5M +$4.67M 5 0.92% Increased
383
Sarasin & Partners
Sarasin & Partners
United Kingdom
$37.4M +$665K 2 0.47% Increased
384
Riverbridge Partners
Riverbridge Partners
Minnesota
$37.4M -$4.43M 1 0.6% Reduced
385
SCI
S&CO Inc
Massachusetts
$37.3M +$132K 1 3.14% Increased
386
Lazard Frères Gestion
Lazard Frères Gestion
France
$37.3M +$2.09M 1 1.34% Increased
387
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$37.2M +$3.11M 12 0.71% Increased
388
Kennedy Capital Management
Kennedy Capital Management
Missouri
$37.2M +$9.03M 9 1.04% Increased
389
PCP
P2 Capital Partners
New York
$36.8M $0 1 4.17% Maintained
390
SIC
Schwartz Investment Counsel
Michigan
$36.8M $0 1 1.79% Maintained
391
Engineers Gate Manager
Engineers Gate Manager
New York
$36.7M -$9.49M 17 1.34% Reduced
392
PineBridge Investments
PineBridge Investments
New York
$36.2M +$19.9M 7 0.46% Increased
393
IFM Investors
IFM Investors
Australia
$35.8M +$1.68M 11 0.63% Increased
394
UMB Bank
UMB Bank
Missouri
$35.7M -$947K 20 0.56% Reduced
395
Shell Asset Management
Shell Asset Management
Netherlands
$35.2M +$12.8M 18 1.04% Increased
396
BCP
Bayberry Capital Partners
New York
$34.9M +$7.89M 1 10.91% Increased
397
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$34.8M +$2.08M 3 1.17% Increased
398
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$34.5M +$11.2M 3 0.59% Increased
399
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$34.5M -$21.8K 8 0.61% Reduced
400
New York Life Investment Management
New York Life Investment Management
New York
$34.4M +$37.2M 15 0.4% New