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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
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$23.3M +$2.45M 4 2.37% Increased
452
PIM
Provident Investment Management
Michigan
$23.2M -$51.5K 1 5.4% Reduced
453
Huntington National Bank
Huntington National Bank
Ohio
$23.1M -$2.49M 7 0.47% Reduced
454
CISOA
Capital Investment Services of America
Wisconsin
$23.1M -$193K 2 5.87% Reduced
455
RU
RobecoSam USA
New York
$23.1M -$3.53M 10 25.44% Reduced
456
Cannell & Spears
Cannell & Spears
New York
$22.9M -$124K 2 2.73% Reduced
457
Marshall Wace
Marshall Wace
United Kingdom
$22.7M -$20.2M 3 0.33% Reduced
458
Country Trust Bank
Country Trust Bank
Illinois
$22.7M +$20K 2 1.16% Increased
459
Gofen & Glossberg
Gofen & Glossberg
Illinois
$22.6M +$24.5K 5 1% Increased
460
Washington Trust
Washington Trust
Rhode Island
$22.6M -$245K 2 1.66% Reduced
461
Sit Investment Associates
Sit Investment Associates
Minnesota
$22.6M +$323K 4 0.4% Increased
462
Meag Munich Ergo
Meag Munich Ergo
Germany
$22.6M +$8.82M 3 1.04% Increased
463
NIMI
Natixis Investment Managers International
France
$22.4M +$2.55M 4 3.25% Increased
464
Oppenheimer & Co
Oppenheimer & Co
New York
$22.4M +$1.34M 16 0.67% Increased
465
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$22.4M -$19.2M 1 1.15% Reduced
466
GIP
Granite Investment Partners
California
$22.4M -$2.3M 3 3.06% Reduced
467
AIA
AGF Investments America
Ontario, Canada
$22.3M -$96K 3 8.64% Reduced
468
Hancock Whitney
Hancock Whitney
Mississippi
$22.1M +$109K 2 0.84% Increased
469
RCM
Rutabaga Capital Management
Massachusetts
$22.1M +$796K 1 2.2% Increased
470
Wedge Capital Management
Wedge Capital Management
North Carolina
$22.1M +$173K 6 0.24% Increased
471
OAMG
Odey Asset Management Group
United Kingdom
$21.8M +$4.07M 1 0.77% Increased
472
RHJA
Rice Hall James & Associates
California
$21.6M +$11.5M 6 1.5% Increased
473
Boston Partners
Boston Partners
Massachusetts
$21.4M +$7.85M 2 0.03% Increased
474
ORI
Oak Ridge Investments
Illinois
$21.4M -$728K 2 0.56% Reduced
475
Fenimore Asset Management
Fenimore Asset Management
New York
$21.4M +$11.5K 1 1.19% Increased