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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
MBA
Maple-Brown Abbott
Australia
$34.6M +$8.21M 1 1.94% Increased
427
Braun Stacey Associates
Braun Stacey Associates
New York
$34.6M +$536K 2 1.46% Increased
428
Commerce Bank
Commerce Bank
Missouri
$34.5M -$309K 11 0.26% Reduced
429
UMB Bank
UMB Bank
Missouri
$34.4M +$1.12M 5 0.84% Increased
430
Bel Air Investment Advisors
Bel Air Investment Advisors
California
$34.1M +$33.8M 4 1.07% New
431
BOK Financial
BOK Financial
Oklahoma
$34M +$3.67M 12 0.62% Increased
432
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$33.8M -$3.83M 4 1.39% Reduced
433
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$33.8M -$1.21M 6 1.35% Reduced
434
Private Advisor Group
Private Advisor Group
New Jersey
$33.8M +$5.31M 17 0.32% Increased
435
MTC
McDaniel Terry & Co
Texas
$33.4M +$139K 1 4.08% Increased
436
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$33.3M -$2.03M 14 0.82% Reduced
437
Creative Planning
Creative Planning
Kansas
$33.1M +$1.39M 20 0.07% Increased
438
Calamos Advisors
Calamos Advisors
Illinois
$33M +$359K 5 0.18% Increased
439
RMCM
Reynders McVeigh Capital Management
Massachusetts
$32.5M -$402K 5 2.17% Reduced
440
Jane Street
Jane Street
New York
$32.4M -$406M 28 0.02% Reduced
441
Colony Group
Colony Group
Massachusetts
$32.4M +$580K 9 0.68% Increased
442
Glenview Trust
Glenview Trust
Kentucky
$32.4M -$112K 5 1.39% Reduced
443
Mariner
Mariner
Kansas
$31.9M +$7.54M 9 0.22% Increased
444
AIM
Avity Investment Management
Connecticut
$31.8M +$190K 1 2.88% Increased
445
Los Angeles Capital Management
Los Angeles Capital Management
California
$31.7M -$44.7M 22 0.14% Reduced
446
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$31.6M +$46.2K 1 2.62% Increased
447
HCM
Hahn Capital Management
California
$31.5M -$4.37M 2 6.84% Reduced
448
Meyer Handelman Company
Meyer Handelman Company
New York
$31.2M -$225K 3 1.29% Reduced
449
MAP
Managed Asset Portfolios
Michigan
$31.2M -$7.48M 1 5.01% Reduced
450
AAM
Aureus Asset Management
Massachusetts
$31.1M +$1.55M 3 2.41% Increased