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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
Old National Bancorp
Old National Bancorp
Indiana
$33.8M +$8.74M 6 1.03% Increased
427
HP
Hikari Power
Japan
$33.4M $0 2 3.36% Maintained
428
Calamos Advisors
Calamos Advisors
Illinois
$33.2M -$4.32M 5 0.16% Reduced
429
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$32.9M +$914K 10 0.59% Increased
430
AWAM
Appian Way Asset Management
New York
$32.8M -$6.74M 2 10.95% Reduced
431
TCMG
TSP Capital Management Group
New Jersey
$32.4M -$194K 4 11.69% Reduced
432
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$32.4M +$2.19M 20 0.4% Increased
433
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$32.3M +$5.63M 19 0.36% Increased
434
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$32.2M +$21.1M 2 0.15% Increased
435
Credit Agricole
Credit Agricole
France
$32.2M -$408K 5 0.65% Reduced
436
CCA
Conservest Capital Advisors
Pennsylvania
$32.1M +$574K 2 3.82% Increased
437
Vest Financial
Vest Financial
Virginia
$32M -$1.34M 3 4.36% Reduced
438
Advisors Asset Management
Advisors Asset Management
Colorado
$31.9M -$1.5M 17 0.64% Reduced
439
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$31.9M +$13.7M 2 1.6% Increased
440
Jump Financial
Jump Financial
Illinois
$31.8M +$10.6M 13 1.29% Increased
441
FAS
Formuepleje A/S
Denmark
$31.7M +$2.71M 3 2.32% Increased
442
Tocqueville Asset Management
Tocqueville Asset Management
New York
$31.6M -$1.26M 7 0.6% Reduced
443
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$31.4M -$684K 3 1.31% Reduced
444
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$31.1M -$276K 3 1.55% Reduced
445
Norinchukin Bank
Norinchukin Bank
Japan
$30.9M -$17.2M 7 0.61% Reduced
446
BCM
Bornite Capital Management
New York
$30.8M +$11.9M 2 10.45% Increased
447
WTA
Washington Trust Advisors
Massachusetts
$30.8M +$389K 9 3.13% Increased
448
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$30.7M +$2.48M 20 0.78% Increased
449
OAMG
Odey Asset Management Group
United Kingdom
$30.7M +$10.5M 1 8.04% Increased
450
ZCM
Ziegler Capital Management
Illinois
$30.6M -$521K 4 1.21% Reduced