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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
Glenview Trust
Glenview Trust
Kentucky
$34.3M -$65.5K 5 1.59% Reduced
452
SCM
Sirios Capital Management
Massachusetts
$34.1M +$1.64M 2 2.66% Increased
453
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$33.8M +$7.25M 1 2.92% Increased
454
MTC
McDaniel Terry & Co
Texas
$33.6M +$241K 1 4.26% Increased
455
UMB Bank
UMB Bank
Missouri
$33.6M -$538K 5 0.9% Reduced
456
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$33.4M -$928K 8 0.56% Reduced
457
Oppenheimer & Co
Oppenheimer & Co
New York
$33.3M -$786K 15 0.7% Reduced
458
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$33.3M -$2.82M 15 0.61% Reduced
459
MAP
Managed Asset Portfolios
Michigan
$33.1M -$10.2M 1 5.83% Reduced
460
HCM
Hahn Capital Management
California
$33.1M -$942K 2 6.78% Reduced
461
First Merchants Corp
First Merchants Corp
Indiana
$32.8M +$410K 4 2.26% Increased
462
DIP
DT Investment Partners
Pennsylvania
$32.8M $0 1 5.21% Maintained
463
Panagora Asset Management
Panagora Asset Management
Massachusetts
$32.6M -$30.2M 31 0.19% Reduced
464
SAM
Shell Asset Management
Netherlands
$32.4M +$994K 13 0.67% Increased
465
FAS
Formuepleje A/S
Denmark
$32.2M +$2.96M 3 1.37% Increased
466
WPC
Waters Parkerson & Co
Louisiana
$32.1M +$437K 2 2.15% Increased
467
Bridges Investment Management
Bridges Investment Management
Nebraska
$32M -$1.52M 4 0.98% Reduced
468
RMCM
Reynders McVeigh Capital Management
Massachusetts
$32M -$608K 5 2.18% Reduced
469
AIM
Avity Investment Management
Connecticut
$31.9M +$654K 1 3.05% Increased
470
SFC
SYM Financial Corp
Indiana
$31.6M -$278K 1 23.18% Reduced
471
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$31.5M +$1.86M 4 1.04% Increased
472
Point72 Asset Management
Point72 Asset Management
Connecticut
$31.5M -$19.3M 2 0.15% Reduced
473
Braun Stacey Associates
Braun Stacey Associates
New York
$30.9M -$9.98M 2 1.39% Reduced
474
HP
Hikari Power
Japan
$30.9M $0 2 3.45% Maintained
475
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$30.8M +$257K 3 2.23% Increased