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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
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$29M +$2.03M 15 0.54% Increased
402
CRCP
Copper Rock Capital Partners
Massachusetts
$28.9M +$3.1M 1 2.37% Increased
403
WP
WMS Partners
Maryland
$28.8M +$2.21M 4 3.53% Increased
404
Numeric Investors
Numeric Investors
Massachusetts
$28.8M -$1.8M 7 0.35% Reduced
405
GH
GAM Holding
Switzerland
$28.8M +$2.09M 12 0.43% Increased
406
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$28.6M -$1.22M 6 0.56% Reduced
407
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$28.4M +$8.64M 13 0.35% Increased
408
Foresters Investment Management
Foresters Investment Management
New York
$28.3M -$3.04M 4 0.55% Reduced
409
CAM
Cortina Asset Management
Wisconsin
$28.1M -$12.9M 2 1.22% Reduced
410
Boston Partners
Boston Partners
Massachusetts
$27.9M -$2.06M 2 0.04% Reduced
411
TPCM
Tide Point Capital Management
Connecticut
$27.8M +$25.8M 2 4.19% New
412
CAM
Capstone Asset Management
Texas
$27.6M +$300K 13 0.78% Increased
413
WBC
Westpac Banking Corp
Australia
$27.6M -$40.6M 9 0.24% Reduced
414
PIM
Provident Investment Management
Michigan
$27.5M +$136K 1 5.6% Increased
415
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$27.5M -$12.5M 10 0.17% Reduced
416
H
Hexavest
Quebec, Canada
$27.5M -$946K 4 0.44% Reduced
417
Meyer Handelman Company
Meyer Handelman Company
New York
$26.9M +$611K 4 1.22% Increased
418
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$26.8M +$10.5M 8 0.82% Increased
419
Country Trust Bank
Country Trust Bank
Illinois
$26.8M +$1.3M 2 1.35% Increased
420
Asset Management One
Asset Management One
Japan
$26.4M -$291K 12 0.33% Reduced
421
Washington Trust
Washington Trust
Rhode Island
$26.3M +$17.3K 3 1.74% Increased
422
First Pacific Advisors
First Pacific Advisors
California
$26.3M -$613K 1 0.22% Reduced
423
Utah Retirement Systems
Utah Retirement Systems
Utah
$26.2M +$685K 9 0.69% Increased
424
SCI
S&CO Inc
Massachusetts
$26.2M +$741K 1 3.73% Increased
425
TU
TDAM USA
Ontario, Canada
$26.1M +$2.28M 4 1.06% Increased