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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
WBC
Westpac Banking Corp
Australia
$25.5M -$2.43M 9 0.39% Reduced
452
SJIC
St. James Investment Company
Texas
$25.4M +$130K 1 4.08% Increased
453
PWAG
Polaris Wealth Advisory Group
California
$25.3M +$29.5M 2 2.11% New
454
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$25.3M +$19.6M 5 0.22% Increased
455
BCM
BTR Capital Management
California
$25.2M -$622K 6 3.94% Reduced
456
AIA Group
AIA Group
Hong Kong
$25.1M -$3.77M 3 1.65% Reduced
457
MFC
Mechanics Financial Corp
Ohio
$25M -$4.52K 2 16.32% Reduced
458
AMF Tjänstepension
AMF Tjänstepension
Sweden
$25M -$6.38M 2 0.3% Reduced
459
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$24.7M +$2.24M 7 0.65% Increased
460
TIS
Tortoise Index Solutions
Kansas
$24.6M +$1.88M 14 4.78% Increased
461
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$24.6M +$4.88M 8 0.59% Increased
462
RG
Renaissance Group
Kentucky
$24.3M +$1.82M 1 1.31% Increased
463
HA
Heartland Advisors
Wisconsin
$24.3M -$2.51M 3 1.82% Reduced
464
AIM
Avity Investment Management
Connecticut
$24.3M -$909K 1 2.64% Reduced
465
EWM
Endurance Wealth Management
Rhode Island
$24.2M -$775K 10 4% Reduced
466
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$24.2M +$2.06M 6 0.49% Increased
467
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$24.1M +$1.1M 4 0.32% Increased
468
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$24.1M -$3.36M 10 0.27% Reduced
469
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$24.1M -$159K 6 1.18% Reduced
470
IECM
Intrinsic Edge Capital Management
Illinois
$24.1M +$22.4M 2 2.63% Increased
471
EIM
Essex Investment Management
Massachusetts
$24M +$422K 11 3.84% Increased
472
Xponance
Xponance
Pennsylvania
$23.9M +$3.11M 13 0.46% Increased
473
CC
Cannell Capital
Wyoming
$23.9M +$254K 1 5.47% Increased
474
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$23.9M -$140K 17 0.34% Reduced
475
Vest Financial
Vest Financial
Virginia
$23.8M +$1.48M 3 4.51% Increased