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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
476
Wilmington Trust
Wilmington Trust
Delaware
$16.8M +$508K 6 0.29% Increased
477
CAM
Cortina Asset Management
Wisconsin
$16.6M -$1.65M 2 0.65% Reduced
478
Truist Financial
Truist Financial
North Carolina
$16.6M -$196K 6 0.59% Reduced
479
QIM
Quest Investment Management
Oregon
$16.5M -$5.2M 2 1.41% Reduced
480
TSBJ
Trevor, Stewart, Burton & Jacobsen
New York
$16.4M -$56.9K 3 8.47% Reduced
481
MTC
McDaniel Terry & Co
Texas
$16.4M +$84.2K 1 4.49% Increased
482
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$16.2M +$3.5K 8 0.66% Increased
483
GHA
Garcia Hamilton & Associates
Texas
$16.2M -$1.04M 1 2.92% Reduced
484
CCM
Compass Capital Management
Minnesota
$16.1M -$148K 1 3.62% Reduced
485
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$15.8M -$451K 9 0.54% Reduced
486
SRC
Shufro Rose & Co
New York
$15.8M -$559K 3 1.8% Reduced
487
NOCM
Night Owl Capital Management
Connecticut
$15.8M +$350K 1 7.68% Increased
488
GLG Inc
GLG Inc
New York
$15.8M -$5.88M 6 0.31% Reduced
489
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$15.7M +$10M 13 0.47% Increased
490
CII
CR Intrinsic Investors
Connecticut
$15.7M -$335K 1 0.49% Reduced
491
QI
Qualcomm Inc
California
$15.6M $0 2 0.71% Maintained
492
OCAM
Onex Canada Asset Management
Ontario, Canada
$15.6M -$8.22M 1 0.98% Reduced
493
DWT
Dorsey & Whitney Trust
South Dakota
$15.6M +$6.44M 6 4.64% Increased
494
HA
Halsey Associates
Connecticut
$15.4M -$165K 1 3.74% Reduced
495
ICM
Intrepid Capital Management
Florida
$15.3M +$14.2M 1 2.86% New
496
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$15.3M +$1.19M 1 2.38% Increased
497
OAM
Origin Asset Management
United Kingdom
$15.3M -$13.4M 1 1.14% Reduced
498
RIL
Rothschild Investment LLC
Illinois
$14.9M +$3.97M 3 2.19% Increased
499
NRS
Neville Rodie & Shaw
New York
$14.8M -$141K 5 1.73% Reduced
500
Oppenheimer & Co
Oppenheimer & Co
New York
$14.8M -$114K 10 0.52% Reduced