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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
Private Management Group
Private Management Group
California
$31.1M -$9.7M 1 1.42% Reduced
452
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31M -$27.1M 9 0.07% Reduced
453
EIP
Easterly Investment Partners
Massachusetts
$30.8M +$5.9M 1 3.68% Increased
454
FBA
Front Barnett Associates
Illinois
$30.3M +$185K 2 3.37% Increased
455
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$30.1M -$17.3M 5 0.66% Reduced
456
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$30M +$430K 4 2.03% Increased
457
CIBC World Markets
CIBC World Markets
New York
$29.9M -$17.1M 8 0.19% Reduced
458
HI
Handelsinvest Investeringsforvaltning
Denmark
$29.9M +$4.84M 6 3.64% Increased
459
FCI
Financial Counselors Inc
Kansas
$29.9M -$8.3M 5 0.69% Reduced
460
Bridges Investment Management
Bridges Investment Management
Nebraska
$29.7M -$764K 4 0.87% Reduced
461
TCMG
TSP Capital Management Group
New Jersey
$29.7M +$578K 4 10.48% Increased
462
HP
Hikari Power
Japan
$29.4M +$474K 2 3.1% Increased
463
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$29.4M -$594K 4 0.88% Reduced
464
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$29.2M -$5.12M 8 0.45% Reduced
465
EWM
Endurance Wealth Management
Rhode Island
$29M +$1.32M 10 3.41% Increased
466
AC
Avenir Corporation
Virginia
$29M +$176K 1 2.51% Increased
467
EP
Edgestream Partners
New Jersey
$28.7M -$16.7M 5 1.6% Reduced
468
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$28.6M -$4.67M 4 0.46% Reduced
469
Gotham Asset Management
Gotham Asset Management
New York
$28.4M -$14.2M 16 1.27% Reduced
470
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$28.3M +$3.48M 1 0.39% Increased
471
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$28.1M +$6.53M 26 0.49% Increased
472
RT
Rockland Trust
Massachusetts
$28M -$359K 3 2.02% Reduced
473
Panagora Asset Management
Panagora Asset Management
Massachusetts
$27.8M -$6.34M 30 0.16% Reduced
474
Daiwa Securities Group
Daiwa Securities Group
Japan
$27.7M -$921K 11 0.21% Reduced
475
SCM
Sirios Capital Management
Massachusetts
$27.6M -$4.37M 2 2.33% Reduced