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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
MYAM
Meiji Yasuda Asset Management
Japan
$42.6M +$246K 14 1.62% Increased
452
MML Investors Services
MML Investors Services
Massachusetts
$42.2M -$3.27M 18 0.15% Reduced
453
Todd Asset Management
Todd Asset Management
Kentucky
$41.8M +$710K 1 1% Increased
454
Belpointe Asset Management
Belpointe Asset Management
Nevada
$41.5M +$214K 8 2.5% Increased
455
TimesSquare Capital Management
TimesSquare Capital Management
New York
$41.3M +$14.4M 1 0.6% Increased
456
New York Life Investment Management
New York Life Investment Management
New York
$41.3M -$2.35M 12 0.4% Reduced
457
RCW
Rheos Capital Works
Japan
$41.3M $0 2 2.29% Maintained
458
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$41M -$3.44M 22 0.74% Reduced
459
Oppenheimer & Co
Oppenheimer & Co
New York
$41M +$2.87M 18 0.61% Increased
460
PL
Polianta Ltd
Jersey
$41M $0 3 19.57% Maintained
461
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$40.6M +$14.1K 10 0.49% Increased
462
WTA
Washington Trust Advisors
Massachusetts
$40.5M +$5.77M 9 3.39% Increased
463
CAM
Cidel Asset Management
Ontario, Canada
$40.2M +$6.91M 4 2.7% Increased
464
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$40.1M +$106K 3 1.62% Increased
465
Private Advisor Group
Private Advisor Group
New Jersey
$39.9M -$4.05M 18 0.22% Reduced
466
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$39.9M -$799K 1 0.77% Reduced
467
Soros Fund Management
Soros Fund Management
New York
$39.9M -$28.1M 1 0.6% Reduced
468
Pacer Advisors
Pacer Advisors
Pennsylvania
$39.9M -$200M 16 0.09% Reduced
469
SCM
Sone Capital Management
New York
$39.8M +$42.2M 3 5.04% New
470
MTC
McDaniel Terry & Co
Texas
$39.7M +$1.71M 1 3.26% Increased
471
Kestra Advisory Services
Kestra Advisory Services
Texas
$39.6M -$551K 22 0.22% Reduced
472
ROC
Running Oak Capital
Minnesota
$39.6M +$3.19M 3 5.17% Increased
473
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$39.5M +$6.77M 4 0.77% Increased
474
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$39.5M +$2.45M 21 0.56% Increased
475
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$39.4M -$920K 20 0.6% Reduced