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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
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$35.1M +$977K 17 0.76% Increased
452
CCA
Conservest Capital Advisors
Pennsylvania
$35M +$518K 2 3.75% Increased
453
Kennedy Capital Management
Kennedy Capital Management
Missouri
$34.7M +$822K 9 0.73% Increased
454
HCM
Hahn Capital Management
California
$34.7M -$1.61M 2 6.51% Reduced
455
SJIC
St. James Investment Company
Texas
$34.7M -$7.98M 1 5% Reduced
456
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$34.5M -$14.5M 1 0.16% Reduced
457
Daiwa Securities Group
Daiwa Securities Group
Japan
$34.5M -$1.87M 13 0.2% Reduced
458
Colony Group
Colony Group
Massachusetts
$34.5M +$370K 9 0.6% Increased
459
PWAG
Polaris Wealth Advisory Group
California
$34.4M -$8.86M 2 1.97% Reduced
460
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$34.4M +$847K 5 0.2% Increased
461
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$34.3M -$1.5M 6 0.64% Reduced
462
Cerity Partners
Cerity Partners
New York
$34.1M +$5.16M 11 0.52% Increased
463
Creative Planning
Creative Planning
Kansas
$34M -$239K 18 0.05% Reduced
464
MSL
Mackay Shields LLC
New York
$33.9M -$787K 6 0.28% Reduced
465
SAM
Shell Asset Management
Netherlands
$33.8M -$2.42M 19 0.69% Reduced
466
London Company of Virginia
London Company of Virginia
Virginia
$33.6M -$1.82M 1 0.17% Reduced
467
HA
Heartland Advisors
Wisconsin
$33.2M -$3.14M 3 1.94% Reduced
468
BOK Financial
BOK Financial
Oklahoma
$33M +$3.69M 11 0.51% Increased
469
Meyer Handelman Company
Meyer Handelman Company
New York
$33M -$232K 3 1.23% Reduced
470
IFM Investors
IFM Investors
Australia
$32.7M -$205K 7 0.6% Reduced
471
WIM
Weitz Investment Management
Nebraska
$32.6M +$2.51M 1 1.31% Increased
472
FCI
Financial Counselors Inc
Kansas
$32.3M -$2.67M 4 0.66% Reduced
473
JCI
Jet Capital Investors
New York
$32.3M -$30.4M 1 8.55% Reduced
474
WAM
Weatherly Asset Management
California
$32.1M +$440K 3 3.56% Increased
475
Whittier Trust
Whittier Trust
California
$31.9M +$457K 22 0.52% Increased