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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
MSL
Mackay Shields LLC
New York
$31.3M -$1.1M 6 0.3% Reduced
452
SCM
Scopia Capital Management
New York
$31.3M -$22.1M 1 3.38% Reduced
453
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$31.3M +$422K 4 2.46% Increased
454
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$31.1M +$20.8M 4 0.16% Increased
455
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$30.9M +$4.09M 25 0.53% Increased
456
MBA
Maple-Brown Abbott
Australia
$30.9M -$8.11M 1 1.72% Reduced
457
FCI
Financial Counselors Inc
Kansas
$30.9M +$242K 5 0.66% Increased
458
Creative Planning
Creative Planning
Kansas
$30.7M +$2.34M 19 0.05% Increased
459
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$30.4M +$14.7M 11 0.31% Increased
460
FBA
Front Barnett Associates
Illinois
$30.3M -$816K 2 3.11% Reduced
461
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$30M -$1.01M 14 0.7% Reduced
462
Kennedy Capital Management
Kennedy Capital Management
Missouri
$29.9M -$926K 9 0.67% Reduced
463
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$29.9M -$22.4M 3 0.3% Reduced
464
IFM Investors
IFM Investors
Australia
$29.7M -$165K 7 0.61% Reduced
465
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$29.6M +$9.77M 3 0.61% Increased
466
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$29.3M +$1.19M 1 0.42% Increased
467
KIA
KCM Investment Advisors
California
$29.2M +$1.34M 8 1.16% Increased
468
HA
Heartland Advisors
Wisconsin
$29.2M +$426K 3 1.76% Increased
469
WAM
Weatherly Asset Management
California
$29M +$358K 3 3.52% Increased
470
Meyer Handelman Company
Meyer Handelman Company
New York
$28.8M +$34.9K 3 1.18% Increased
471
RG
Renaissance Group
Kentucky
$28.7M -$87.7K 1 1.24% Reduced
472
Commerce Bank
Commerce Bank
Missouri
$28.6M -$406K 11 0.2% Reduced
473
London Company of Virginia
London Company of Virginia
Virginia
$28.6M -$757K 1 0.16% Reduced
474
Marshall Wace
Marshall Wace
United Kingdom
$28.4M -$15.3M 14 0.12% Reduced
475
AAM
Autus Asset Management
Arizona
$28.2M +$49K 3 3.08% Increased