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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
Oppenheimer & Co
Oppenheimer & Co
New York
$32.6M +$812K 13 0.65% Increased
452
Engineers Gate Manager
Engineers Gate Manager
New York
$32.6M +$5.93M 11 1.23% Increased
453
SCM
Sandler Capital Management
New York
$32.6M +$5.57M 1 2.68% Increased
454
PC
Port Capital
Illinois
$32.3M +$1.16M 1 1.94% Increased
455
WTA
Washington Trust Advisors
Massachusetts
$32.2M +$111K 9 3.12% Increased
456
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$32.2M +$1.96M 3 1.21% Increased
457
RG
Renaissance Group
Kentucky
$32.1M -$77.4K 1 1.39% Reduced
458
LMR Partners
LMR Partners
United Kingdom
$32M +$9.26M 2 0.35% Increased
459
EWM
Endurance Wealth Management
Rhode Island
$32M -$202K 9 4.37% Reduced
460
SGDR
SPX Gestao de Recursos
Brazil
$31.8M +$3.2M 2 1.51% Increased
461
ZCM
Ziegler Capital Management
Illinois
$31.8M -$650K 4 1.22% Reduced
462
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$31.7M +$68.1K 4 1.28% Increased
463
UMB Bank
UMB Bank
Missouri
$31.5M -$8.26M 20 0.48% Reduced
464
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$31.4M +$8.39M 16 0.75% Increased
465
CPI
Crestview Partners II
New York
$31.4M $0 1 4.73% Maintained
466
Cresset Asset Management
Cresset Asset Management
Illinois
$31.3M +$26M 13 0.04% Increased
467
Advisors Asset Management
Advisors Asset Management
Colorado
$31.2M -$3.01M 17 0.63% Reduced
468
Zacks Investment Management
Zacks Investment Management
Illinois
$30.8M +$8.87K 7 0.39% Increased
469
MAP
Managed Asset Portfolios
Michigan
$30.6M +$186K 1 4.59% Increased
470
MTC
McDaniel Terry & Co
Texas
$30.6M -$342K 1 3.11% Reduced
471
EP
Edgestream Partners
New Jersey
$30.6M +$16.6M 14 2.77% Increased
472
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$30.5M +$23.3M 22 0.75% Increased
473
MFC
Mechanics Financial Corp
Ohio
$30.5M $0 2 16.56% Maintained
474
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$30.5M -$848K 18 0.66% Reduced
475
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$30.4M -$49.6K 4 2.24% Reduced