← All themes

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
CISOA
Capital Investment Services of America
Wisconsin
$23.3M +$486K 2 5.56% Increased
427
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$23.2M -$4.29M 5 0.1% Reduced
428
Gofen & Glossberg
Gofen & Glossberg
Illinois
$23M +$811K 6 1.05% Increased
429
Numeric Investors
Numeric Investors
Massachusetts
$23M -$7.37M 7 0.27% Reduced
430
AIM
Avity Investment Management
Connecticut
$22.8M +$3.82M 1 3.69% Increased
431
LIA
LS Investment Advisors
Michigan
$22.8M -$335K 17 1.84% Reduced
432
Mutual of America Capital Management
Mutual of America Capital Management
New York
$22.6M +$457K 8 0.54% Increased
433
H
Hexavest
Quebec, Canada
$22.5M +$410K 3 0.39% Increased
434
GL
GLG LLC
New York
$22.4M +$10.6M 4 0.56% Increased
435
SM
Stratton Management
Pennsylvania
$22.3M +$3.06M 4 2.55% Increased
436
BI
BlueSpruce Investments
Illinois
$22.3M +$22.7M 1 5.73% New
437
TU
TDAM USA
Ontario, Canada
$21.9M -$411K 4 1.12% Reduced
438
BCM
BTR Capital Management
California
$21.9M +$1.77M 5 5.24% Increased
439
RCM
Rutabaga Capital Management
Massachusetts
$21.9M +$3.02M 1 2.69% Increased
440
PIA
Piedmont Investment Advisors
North Carolina
$21.7M +$1.28M 3 0.49% Increased
441
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$21.7M +$153K 9 0.54% Increased
442
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$21.6M +$7.26M 2 0.51% Increased
443
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$21.6M -$17.3M 3 0.44% Reduced
444
Norinchukin Bank
Norinchukin Bank
Japan
$21.6M +$4.92M 6 0.56% Increased
445
DS
Dudley & Shanley
Florida
$21.6M -$26M 1 4.78% Reduced
446
RU
RobecoSam USA
New York
$21.4M -$2.6M 12 30.91% Reduced
447
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$21.1M -$6.88M 11 0.25% Reduced
448
Swiss Life Asset Management
Swiss Life Asset Management
$20.9M +$2.36M 3 1.02% Increased
449
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$20.9M -$20.5M 2 1.28% Reduced
450
ANRF
Adams Natural Resources Fund
Maryland
$20.9M $0 1 3.59% Maintained