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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
426
PIM
Provident Investment Management
Michigan
$19.2M +$18.9M 1 5.7% New
427
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$19.1M +$18.9M 2 0.05% New
428
LIA
LS Investment Advisors
Michigan
$19M +$18.8M 7 2.44% New
429
WP
WMS Partners
Maryland
$18.9M +$18.7M 3 3.44% New
430
MP
MSD Partners
New York
$18.8M +$17.5M 1 1.03% New
431
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$18.7M +$18.5M 1 0.31% New
432
Meyer Handelman Company
Meyer Handelman Company
New York
$18.6M +$19.1M 3 1.02% New
433
HCM
Huber Capital Management
California
$18.4M +$17.6M 1 0.73% New
434
LCP
Lombardia Capital Partners
California
$18M +$17.7M 2 0.6% New
435
Nomura Holdings
Nomura Holdings
Japan
$18M +$18M 11 0.15% New
436
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$18M +$17.6M 2 5.22% New
437
PC
Passport Capital
California
$17.9M +$17.1M 2 0.59% New
438
MCM
McKinley Capital Management
Alaska
$17.7M +$17.8M 2 0.89% New
439
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$17.7M +$18.5M 3 0.94% New
440
ANRF
Adams Natural Resources Fund
Maryland
$17.7M +$18.3M 1 2.31% New
441
MAM
Mizuho Asset Management
Japan
$17.7M +$17.7M 7 2.56% New
442
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$17.7M +$17.6M 2 1.06% New
443
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$17.6M +$17.5M 7 1.12% New
444
LCM
Logan Capital Management
Pennsylvania
$17.4M +$23.3M 3 1.4% New
445
PGH
Partners Group Holding
Switzerland
$17.4M +$17.3M 1 6.2% New
446
Edge Asset Management
Edge Asset Management
Washington
$17.4M +$17M 3 0.22% New
447
CCI
Columbus Circle Investors
$17.3M +$16.7M 1 0.14% New
448
Nicholas Company
Nicholas Company
Wisconsin
$17.2M +$16.8M 2 0.53% New
449
Sit Investment Associates
Sit Investment Associates
Minnesota
$17.1M +$17M 1 0.35% New
450
IFB
iAB Financial Bank
Indiana
$17.1M +$16.7M 1 17.12% New