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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
AAM
AMI Asset Management
California
$36.3M -$779K 1 3% Reduced
402
Saturna Capital
Saturna Capital
Washington
$36M -$709K 2 1.21% Reduced
403
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$35.9M +$904K 5 2.18% Increased
404
WCMNY
Westchester Capital Management (New York)
New York
$35.6M -$18.2M 1 1.57% Reduced
405
Vontobel Asset Management
Vontobel Asset Management
New York
$35.2M +$4.57M 1 0.3% Increased
406
SCI
S&CO Inc
Massachusetts
$35M -$35.9K 1 4.43% Reduced
407
Whittier Trust
Whittier Trust
California
$34.9M +$1.44M 22 1.2% Increased
408
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$34.8M -$5.81M 7 0.58% Reduced
409
SCA
Salient Capital Advisors
Texas
$34.6M +$9.75M 1 0.93% Increased
410
DSI
Daiwa SB Investments
Japan
$34.5M +$9.24M 7 7.97% Increased
411
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$34M -$932K 9 1.8% Reduced
412
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$34M -$2.41M 15 0.87% Reduced
413
Zacks Investment Management
Zacks Investment Management
Illinois
$34M -$4.81M 9 0.82% Reduced
414
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$33.7M -$1.55M 5 0.29% Reduced
415
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$33.7M +$2.05M 20 0.37% Increased
416
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$33.4M +$1.74M 1 2.67% Increased
417
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$33.3M -$5.36M 5 1.17% Reduced
418
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$33.2M -$475K 1 0.37% Reduced
419
Amalgamated Bank
Amalgamated Bank
New York
$33.2M +$538K 18 0.94% Increased
420
Pinnacle Associates
Pinnacle Associates
New York
$33.2M -$3.28M 8 0.86% Reduced
421
CT
Cambridge Trust
Massachusetts
$33M -$228K 6 2.27% Reduced
422
SAM
Shell Asset Management
Netherlands
$33M -$1.75M 10 0.82% Reduced
423
BI
Bredin Investment
Delaware
$32.9M $0 1 31.04% Maintained
424
LIA
LS Investment Advisors
Michigan
$32.8M -$985K 16 2.28% Reduced
425
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$32.7M -$184K 8 0.82% Reduced