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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
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$32.6M +$12.3M 5 0.94% Increased
402
CIBC World Markets
CIBC World Markets
New York
$32.5M -$4.41M 7 0.26% Reduced
403
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$32.2M +$13.1M 7 0.57% Increased
404
Kennedy Capital Management
Kennedy Capital Management
Missouri
$31.9M -$424K 6 0.56% Reduced
405
HCM
Highfields Capital Management
Massachusetts
$31.8M +$30.7M 1 0.29% New
406
GIP
Granite Investment Partners
California
$31.7M +$837K 4 2.17% Increased
407
Utah Retirement Systems
Utah Retirement Systems
Utah
$31.6M +$27.1K 9 0.76% Increased
408
Glenmede Trust
Glenmede Trust
Pennsylvania
$31.6M -$1.49M 21 0.15% Reduced
409
FFA
First Foundation Advisors
California
$31M -$845K 4 1.92% Reduced
410
SCM
Suffolk Capital Management
New York
$30.7M +$15.2M 5 4.1% Increased
411
FCI
Financial Counselors Inc
Kansas
$30.5M -$102K 5 1.56% Reduced
412
FCM
Flinton Capital Management
Pennsylvania
$30.4M -$9.83M 9 1.17% Reduced
413
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$30.4M -$245K 37 0.39% Reduced
414
Advisors Asset Management
Advisors Asset Management
Colorado
$30.4M +$2M 15 0.51% Increased
415
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$29.9M -$5.41M 22 0.73% Reduced
416
Martingale Asset Management
Martingale Asset Management
Massachusetts
$29.8M -$2.18M 11 0.43% Reduced
417
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$29.5M +$6.34M 7 0.86% Increased
418
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$29.5M +$5.24M 9 0.91% Increased
419
WP
WMS Partners
Maryland
$29.3M +$263K 4 3.68% Increased
420
SCI
S&CO Inc
Massachusetts
$29.3M -$770K 1 3.98% Reduced
421
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$29.3M -$1.32M 1 0.27% Reduced
422
UMB Bank
UMB Bank
Missouri
$29.1M +$541K 4 1.02% Increased
423
Swiss Life Asset Management
Swiss Life Asset Management
$29M -$6.89M 5 0.78% Reduced
424
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$29M -$20.1M 3 0.25% Reduced
425
AAM
ACK Asset Management
Connecticut
$29M +$6.92M 1 8.58% Increased