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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
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.3M -$14.1M 3 0.22% Reduced
477
ASA
Armstrong Shaw Associates
Connecticut
$21.2M +$788K 1 3.86% Increased
478
GD
Grandfield & Dodd
New York
$21M -$1.65M 3 3.31% Reduced
479
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$21M +$674K 4 1.44% Increased
480
FMA
Fiduciary Management Associates
Illinois
$20.9M +$503K 2 1.48% Increased
481
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$20.8M -$73.5K 10 1.12% Reduced
482
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$20.7M -$35.7K 8 0.78% Reduced
483
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$20.7M +$1.97M 9 0.52% Increased
484
BPB
Badgley, Phelps & Bell
Washington
$20.6M +$64.9K 2 2.04% Increased
485
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$20.5M -$2.29M 1 1.24% Reduced
486
UMB Bank
UMB Bank
Missouri
$20.5M +$11.8M 3 1% Increased
487
HL Financial Services
HL Financial Services
Kentucky
$20.2M +$677K 10 0.59% Increased
488
MVIP
Mar Vista Investment Partners
California
$20.1M -$728K 1 1.23% Reduced
489
TCP
TAMRO Capital Partners
Virginia
$20.1M -$5.32M 1 1.34% Reduced
490
PCP
P2 Capital Partners
New York
$20.1M -$7.85M 1 2.83% Reduced
491
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$20.1M +$20.1M 1 0.09% New
492
VAM
Visium Asset Management
New York
$20M +$14.2M 5 0.3% Increased
493
SM
Stratton Management
Pennsylvania
$19.8M -$2.78M 4 0.89% Reduced
494
WAM
World Asset Management
Michigan
$19.6M +$447K 9 0.59% Increased
495
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$19.6M +$1.01M 5 0.36% Increased
496
NC
NBW Capital
Massachusetts
$19.5M +$10.7M 2 4.19% Increased
497
MTC
McDaniel Terry & Co
Texas
$19.1M -$208K 1 4.57% Reduced
498
FP
Foundry Partners
Minnesota
$19M +$1.99M 3 1.77% Increased
499
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$19M -$13.2M 2 0.57% Reduced
500
Commerce Bank
Commerce Bank
Missouri
$18.9M -$299K 8 0.31% Reduced