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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
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$28.1M -$261K 1 0.27% Reduced
402
Personal Capital Advisors
Personal Capital Advisors
California
$27.9M +$2.41M 2 1.07% Increased
403
WP
WMS Partners
Maryland
$27.8M +$480K 4 3.86% Increased
404
Natixis
Natixis
France
$27.8M -$24.3M 5 0.52% Reduced
405
B
BP
United Kingdom
$27.5M -$1.28M 5 1.09% Reduced
406
Utah Retirement Systems
Utah Retirement Systems
Utah
$27.5M +$157K 9 0.73% Increased
407
Meyer Handelman Company
Meyer Handelman Company
New York
$27.2M -$526K 3 1.22% Reduced
408
Gofen & Glossberg
Gofen & Glossberg
Illinois
$26.7M +$279K 5 1.12% Increased
409
Jane Street
Jane Street
New York
$26.3M +$2.14M 12 0.13% Increased
410
Asset Management One
Asset Management One
Japan
$25.8M -$1.05M 12 0.39% Reduced
411
UBS O'Connor
UBS O'Connor
Illinois
$25.6M -$28.8M 1 0.55% Reduced
412
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$25.4M +$1.27M 6 0.1% Increased
413
BB&T Securities
BB&T Securities
Virginia
$25.3M -$2.22M 10 0.39% Reduced
414
Mutual of America Capital Management
Mutual of America Capital Management
New York
$25.2M -$4.21M 8 0.54% Reduced
415
SW
SVB Wealth
Massachusetts
$25.1M -$789K 4 1.03% Reduced
416
SC
Stralem & Co
New York
$25.1M -$2.99M 1 2.9% Reduced
417
CISOA
Capital Investment Services of America
Wisconsin
$25.1M -$130K 2 4.78% Reduced
418
FCI
Financial Counselors Inc
Kansas
$25M +$3.92M 5 1.49% Increased
419
CC
Cipher Capital
New York
$24.8M -$855K 7 1.74% Reduced
420
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$24.7M -$691K 1 0.25% Reduced
421
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$24.5M +$733K 9 0.25% Increased
422
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$24.5M +$22.8M 4 1.7% Increased
423
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$24.3M +$2.15M 35 0.39% Increased
424
FP
Foundry Partners
Minnesota
$24.3M +$16.1M 4 1.38% Increased
425
CEP
Chicago Equity Partners
Illinois
$24.3M -$3M 8 0.71% Reduced