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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
HL Financial Services
HL Financial Services
Kentucky
$20.4M -$7.86M 6 0.71% Reduced
427
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$20.3M +$372K 8 0.2% Increased
428
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$20.3M -$280K 2 5.6% Reduced
429
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$20.2M -$1.4M 1 0.32% Reduced
430
Driehaus Capital Management
Driehaus Capital Management
Illinois
$20.1M +$7.99M 2 0.78% Increased
431
IFB
iAB Financial Bank
Indiana
$19.9M -$154K 1 19.16% Reduced
432
Sit Investment Associates
Sit Investment Associates
Minnesota
$19.8M +$5.67K 2 0.38% Increased
433
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$19.8M -$1.35M 5 1.72% Reduced
434
Gofen & Glossberg
Gofen & Glossberg
Illinois
$19.7M -$6.37K 3 1.02% Reduced
435
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$19.7M -$682K 2 1.27% Reduced
436
BB&T Securities
BB&T Securities
Virginia
$19.5M -$1.21M 8 0.61% Reduced
437
Martingale Asset Management
Martingale Asset Management
Massachusetts
$19.5M +$5.9M 7 0.7% Increased
438
LG
LaFleur & Godfrey
Michigan
$19.5M +$50.6K 1 5.6% Increased
439
WI
WHV Investments
California
$19.4M +$1.68M 2 0.19% Increased
440
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$19.3M +$2.83M 10 0.67% Increased
441
DILH
Dai-ichi Life Holdings
Japan
$19.3M -$2.72M 7 0.68% Reduced
442
Mutual of America Capital Management
Mutual of America Capital Management
New York
$19.2M +$234K 8 0.52% Increased
443
Gotham Asset Management
Gotham Asset Management
New York
$19.1M +$9.5M 8 0.62% Increased
444
MAM
Mizuho Asset Management
Japan
$18.9M -$1.57M 7 2.79% Reduced
445
ORI
Oak Ridge Investments
Illinois
$18.8M -$104K 2 0.52% Reduced
446
CIP
Champlain Investment Partners
Vermont
$18.7M +$1.03M 1 0.36% Increased
447
WC
Walthausen & Co
New York
$18.7M +$18.1M 2 1.49% New
448
ESCM
Echo Street Capital Management
New York
$18.6M -$3.6M 1 2.37% Reduced
449
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$18.6M -$1.87M 1 0.79% Reduced
450
CCM
Corsair Capital Management
New York
$18.5M -$478K 1 2.41% Reduced