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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
Commerce Bank
Commerce Bank
Missouri
$29.7M +$10.9M 8 0.47% Increased
402
Candriam SCA
Candriam SCA
Luxembourg
$29.5M -$11.8M 6 0.61% Reduced
403
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$29.4M -$7.53M 5 0.11% Reduced
404
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$29.2M -$135K 6 0.59% Reduced
405
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$29.1M +$10.6M 4 0.31% Increased
406
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$28.9M +$1.79M 8 0.92% Increased
407
WP
WMS Partners
Maryland
$28.8M +$18.7K 4 3.35% Increased
408
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$28.8M +$4.26M 5 0.14% Increased
409
Meyer Handelman Company
Meyer Handelman Company
New York
$28.7M -$42.9K 4 1.31% Reduced
410
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$28.6M -$1.08M 6 0.22% Reduced
411
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$28.4M -$10.1M 3 2.56% Reduced
412
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$28.3M -$2.52M 6 0.69% Reduced
413
Everett Harris & Co
Everett Harris & Co
California
$28.2M -$367K 2 0.99% Reduced
414
Dodge & Cox
Dodge & Cox
California
$28.2M -$7.3M 1 0.03% Reduced
415
CCB
Cutter & Co Brokerage
Missouri
$28.1M +$210K 10 11.2% Increased
416
SCM
Suffolk Capital Management
New York
$27.9M +$22.1M 3 3.32% Increased
417
VBCP
Vollero Beach Capital Partners
New York
$27.7M +$27.7M 1 3.55% New
418
PIM
Provident Investment Management
Michigan
$27.6M -$54.5K 1 5.46% Reduced
419
AH
Achievement Holdings
Illinois
$27.5M +$28.2M 2 1.24% New
420
Foresters Investment Management
Foresters Investment Management
New York
$27M -$1.33M 3 0.51% Reduced
421
CAM
Capstone Asset Management
Texas
$27M -$1.26M 12 0.78% Reduced
422
RIM
Ranger Investment Management
Texas
$26.8M +$12.1M 2 1.31% Increased
423
CAM
Cacti Asset Management
Georgia
$26.7M +$310K 2 2.89% Increased
424
Williams Jones & Associates
Williams Jones & Associates
New York
$26.5M +$3.21M 4 1.02% Increased
425
HCM
Highline Capital Management
New York
$26.4M +$28M 1 0.92% New