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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
401
H
Hexavest
Quebec, Canada
$30.5M +$263K 4 0.46% Increased
402
SAM
Steinberg Asset Management
New York
$30.3M +$30.4M 1 1.81% New
403
TEC
Tiger Eye Capital
Tennessee
$29.9M -$4.46M 2 3.01% Reduced
404
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$29.8M +$2.33M 10 0.98% Increased
405
Two Sigma Advisers
Two Sigma Advisers
New York
$29.8M -$8.21M 12 0.22% Reduced
406
VBCP
Vollero Beach Capital Partners
New York
$29.8M +$29.9M 1 4.44% New
407
LPL Financial
LPL Financial
California
$29.7M -$310K 16 0.18% Reduced
408
WPC
Waters Parkerson & Co
Louisiana
$29.6M +$126K 2 3.55% Increased
409
LG
Leuthold Group
Minnesota
$29.6M -$2.04M 6 2.67% Reduced
410
Geneva Capital Management
Geneva Capital Management
Wisconsin
$29.5M -$6.64M 2 0.86% Reduced
411
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$28.9M +$24.8K 2 1.46% Increased
412
SAM
Scopus Asset Management
New York
$28.8M -$3.84M 3 0.59% Reduced
413
Everett Harris & Co
Everett Harris & Co
California
$28.7M -$95.7K 2 1.04% Reduced
414
ANRF
Adams Natural Resources Fund
Maryland
$28.7M $0 1 3.21% Maintained
415
PPCP
Pivot Point Capital Partners
California
$28.7M $0 1 11.75% Maintained
416
Highbridge Capital Management
Highbridge Capital Management
New York
$28.6M +$6.12M 5 0.38% Increased
417
Meyer Handelman Company
Meyer Handelman Company
New York
$28.3M +$555 4 1.31% Increased
418
CAM
Cacti Asset Management
Georgia
$28.1M +$6.99M 2 3.39% Increased
419
Glenmede Trust
Glenmede Trust
Pennsylvania
$27.9M +$368K 18 0.24% Increased
420
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$27.4M -$4.51M 4 0.62% Reduced
421
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$27.4M -$782K 1 0.23% Reduced
422
CCM
Cornerstone Capital Management
Minnesota
$27M +$28.3M 1 0.88% New
423
Asset Management One
Asset Management One
Japan
$26.6M +$739K 12 0.37% Increased
424
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$26.5M -$481K 9 0.66% Reduced
425
SGM
Summit Global Management
California
$26.4M -$5.9M 14 63.47% Reduced