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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
AIM
Avity Investment Management
Connecticut
$31.5M +$1.05M 1 2.66% Increased
452
FBA
Front Barnett Associates
Illinois
$31.3M +$95.8K 2 3.19% Increased
453
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$31.2M +$811K 4 2.53% Increased
454
Kennedy Capital Management
Kennedy Capital Management
Missouri
$31.1M -$12.7M 9 0.67% Reduced
455
Gotham Asset Management
Gotham Asset Management
New York
$31M +$1.7M 15 1.31% Increased
456
Bridges Investment Management
Bridges Investment Management
Nebraska
$30.7M -$2.08M 4 0.91% Reduced
457
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$30.6M -$127K 4 0.9% Reduced
458
HA
Heartland Advisors
Wisconsin
$30.6M -$5M 3 1.77% Reduced
459
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$30.4M -$1.17M 5 0.46% Reduced
460
FCI
Financial Counselors Inc
Kansas
$30.3M +$1.47M 8 0.66% Increased
461
RG
Renaissance Group
Kentucky
$30.3M -$660K 1 1.27% Reduced
462
Bel Air Investment Advisors
Bel Air Investment Advisors
California
$30.3M -$2.67M 2 0.92% Reduced
463
IFM Investors
IFM Investors
Australia
$30.2M +$5.09M 7 0.62% Increased
464
Private Management Group
Private Management Group
California
$30M -$1.19M 1 1.32% Reduced
465
PP
PDT Partners
New York
$29.8M +$6.37M 15 1.97% Increased
466
CCA
Conservest Capital Advisors
Pennsylvania
$29.8M +$681K 2 3.36% Increased
467
MAP
Managed Asset Portfolios
Michigan
$29.4M +$1.38M 1 4.38% Increased
468
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$29.4M +$799K 1 0.39% Increased
469
Los Angeles Capital Management
Los Angeles Capital Management
California
$29.3M -$3.2M 17 0.13% Reduced
470
Commerce Bank
Commerce Bank
Missouri
$29.3M -$6.45M 11 0.21% Reduced
471
SCM
Sirios Capital Management
Massachusetts
$29.3M -$2.71M 1 2.55% Reduced
472
WIM
Weitz Investment Management
Nebraska
$28.7M +$27M 1 1.21% New
473
Creative Planning
Creative Planning
Kansas
$28.4M -$5.85M 19 0.05% Reduced
474
PC
Port Capital
Illinois
$28.4M +$3.98K 1 1.48% Increased
475
MCM
Manchester Capital Management
Vermont
$28.3M -$293K 28 3.89% Reduced