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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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$38.4M +$24.9M 4 0.11% Increased
402
Riverbridge Partners
Riverbridge Partners
Minnesota
$38.3M -$291K 1 0.54% Reduced
403
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$38.2M +$5.04M 1 2.39% Increased
404
NSCM
New South Capital Management
Tennessee
$37.5M -$42.8M 1 1.7% Reduced
405
Utah Retirement Systems
Utah Retirement Systems
Utah
$37.5M -$163K 11 0.54% Reduced
406
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$37.2M -$8.13M 3 1.24% Reduced
407
Andra AP-fonden
Andra AP-fonden
Sweden
$37.2M +$5.92M 7 0.97% Increased
408
Creative Planning
Creative Planning
Kansas
$37.1M +$42K 20 0.05% Increased
409
Confluence Investment Management
Confluence Investment Management
Missouri
$37M +$305K 3 0.54% Increased
410
NC
Nekton Capital
United Kingdom
$36.9M +$8.18M 1 6.15% Increased
411
NIG
NFJ Investment Group
Texas
$36.7M -$8.15M 6 0.98% Reduced
412
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$36.7M -$9.15M 2 0.17% Reduced
413
NPIC
Neumeier Poma Investment Counsel
California
$36.6M -$939K 1 3.41% Reduced
414
GIP
Granite Investment Partners
California
$36.2M -$4.69M 4 1.51% Reduced
415
WPC
Waters Parkerson & Co
Louisiana
$35.6M +$318K 2 2.1% Increased
416
Walleye Capital
Walleye Capital
New York
$35.2M -$17.1M 8 0.53% Reduced
417
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$34.7M -$69.2M 1 0.54% Reduced
418
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$34.7M +$10.9M 10 0.1% Increased
419
PL
Polianta Ltd
Jersey
$34.6M $0 3 15.84% Maintained
420
ING Group
ING Group
Netherlands
$34.4M +$14.6M 7 0.33% Increased
421
RMCM
Reynders McVeigh Capital Management
Massachusetts
$34.3M +$296K 4 2.36% Increased
422
Xponance
Xponance
Pennsylvania
$34.3M +$1.39M 15 0.5% Increased
423
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$34.2M -$1.59M 1 0.64% Reduced
424
JWCA
J.W. Coons Advisors
Ohio
$33.8M +$232K 2 9.72% Increased
425
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$33.8M -$3.21M 1 0.42% Reduced