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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
NIG
NFJ Investment Group
Texas
$44.5M +$11.9M 7 1.3% Increased
377
Creative Planning
Creative Planning
Kansas
$43.7M +$5.26M 23 0.06% Increased
378
PRO
Pensioenfonds Rail & OV
Netherlands
$43.7M -$30.9M 1 2.74% Reduced
379
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$43.6M -$595K 8 2.1% Reduced
380
CCS
Concentric Capital Strategies
Connecticut
$43.3M +$33.2M 3 4.47% Increased
381
NC
Nekton Capital
United Kingdom
$42.8M $0 1 6.79% Maintained
382
M
Mirova
France
$42.7M -$2.71M 6 8.59% Reduced
383
USS Investment Management
USS Investment Management
United Kingdom
$42.3M +$2.26M 5 0.46% Increased
384
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$42.1M -$322K 1 2.55% Reduced
385
Douglas Lane & Associates
Douglas Lane & Associates
New York
$42M -$1.27M 3 0.71% Reduced
386
CRM
Cramer Rosenthal McGlynn
Connecticut
$41.6M -$11.1M 3 2.33% Reduced
387
SC
Sasco Capital
Connecticut
$41.2M -$13.9M 2 5.31% Reduced
388
SP
SCF Partners
Texas
$41.1M -$38.3M 1 52.35% Reduced
389
DP
Dearborn Partners
Illinois
$41.1M +$44M 4 1.61% Increased
390
GW&K Investment Management
GW&K Investment Management
Massachusetts
$40.9M +$8.45M 8 0.41% Increased
391
Bahl & Gaynor
Bahl & Gaynor
Ohio
$40.6M +$370K 4 0.26% Increased
392
MD
Money Design
Japan
$40.4M -$8.94M 4 2.46% Reduced
393
SCI
S&CO Inc
Massachusetts
$40.2M -$2.73K 2 3.3% Reduced
394
WPC
Waters Parkerson & Co
Louisiana
$40.1M +$516K 2 2.4% Increased
395
PWLP
Prio Wealth Limited Partnership
Massachusetts
$39.7M -$1.64M 6 1.53% Reduced
396
Private Advisor Group
Private Advisor Group
New Jersey
$39.5M -$613K 19 0.35% Reduced
397
Great Lakes Advisors
Great Lakes Advisors
Illinois
$39M +$154K 10 0.36% Increased
398
CIBC World Markets
CIBC World Markets
New York
$38.3M -$18.4M 7 0.38% Reduced
399
SJIC
St. James Investment Company
Texas
$38.1M -$2.05M 1 5.81% Reduced
400
GIP
Granite Investment Partners
California
$38.1M +$3.7M 5 1.59% Increased