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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
451
PIM
Provident Investment Management
Michigan
$23.2M +$75.4K 1 5.48% Increased
452
LCM
Lomas Capital Management
New York
$23M -$166K 1 4.13% Reduced
453
Nomura Holdings
Nomura Holdings
Japan
$23M -$16.5M 13 0.01% Reduced
454
Washington Trust
Washington Trust
Rhode Island
$22.8M -$339K 2 1.67% Reduced
455
SM
Stratton Management
Pennsylvania
$22.7M +$235K 4 0.94% Increased
456
Wedge Capital Management
Wedge Capital Management
North Carolina
$22.7M +$11.9M 6 0.23% Increased
457
B
BP
United Kingdom
$22.4M -$1.75M 2 0.71% Reduced
458
Oppenheimer & Co
Oppenheimer & Co
New York
$22.4M +$1.33M 14 0.67% Increased
459
RCM
Rutabaga Capital Management
Massachusetts
$22.3M +$617K 1 2.11% Increased
460
GCP
GSA Capital Partners
United Kingdom
$22.2M +$10.8M 14 1% Increased
461
Sit Investment Associates
Sit Investment Associates
Minnesota
$22.1M +$2.45K 3 0.38% Increased
462
GD
Grandfield & Dodd
New York
$22.1M -$1.05M 4 3.33% Reduced
463
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$22M +$367K 1 1.12% Increased
464
Gofen & Glossberg
Gofen & Glossberg
Illinois
$22M -$117K 5 0.97% Reduced
465
Hancock Whitney
Hancock Whitney
Mississippi
$21.9M +$7.69M 2 0.79% Increased
466
MLM
Mount Lucas Management
Pennsylvania
$21.7M -$3M 2 2.85% Reduced
467
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$21.7M +$3.22M 1 0.3% Increased
468
ORI
Oak Ridge Investments
Illinois
$21.6M +$1.3M 2 0.51% Increased
469
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$21.3M +$184K 10 1.05% Increased
470
DILH
Dai-ichi Life Holdings
Japan
$21.2M -$722K 7 0.66% Reduced
471
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$20.9M $0 7 0.75% Maintained
472
SAM
Strategy Asset Managers
California
$20.9M -$364K 3 4.44% Reduced
473
OCAM
Onex Canada Asset Management
Ontario, Canada
$20.8M -$3.19M 1 1.41% Reduced
474
HL Financial Services
HL Financial Services
Kentucky
$20.8M +$1.28M 9 0.61% Increased
475
Wilmington Trust
Wilmington Trust
Delaware
$20.7M +$202K 6 0.35% Increased