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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
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$19.9M $0 1 0.1% Maintained
477
BPB
Badgley, Phelps & Bell
Washington
$19.8M -$232K 2 1.94% Reduced
478
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$19.7M +$6.66M 4 0.08% Increased
479
UMB Bank
UMB Bank
Missouri
$19.7M +$1.4M 3 0.88% Increased
480
TCP
TAMRO Capital Partners
Virginia
$19.6M -$2.09M 1 1.32% Reduced
481
ORI
Oak Ridge Investments
Illinois
$19.4M -$617K 2 0.46% Reduced
482
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$19.4M -$7.73M 1 1.03% Reduced
483
CSM
Central Square Management
Illinois
$18.8M +$8.88M 1 17.22% Increased
484
IFB
iAB Financial Bank
Indiana
$18.8M +$40.6K 1 15.9% Increased
485
AIA
AGF Investments America
Ontario, Canada
$18.8M -$3.55M 3 9.39% Reduced
486
Martingale Asset Management
Martingale Asset Management
Massachusetts
$18.5M +$293K 8 0.51% Increased
487
ORIO
Old Republic International (ORI)
Illinois
$18.4M +$14.5M 1 1.05% Increased
488
HL Financial Services
HL Financial Services
Kentucky
$18.3M -$941K 9 0.5% Reduced
489
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.2M -$38.7M 3 0.13% Reduced
490
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$18.2M -$21.9M 2 0.09% Reduced
491
Meag Munich Ergo
Meag Munich Ergo
Germany
$18.1M -$4.5M 3 0.82% Reduced
492
AMG National Trust Bank
AMG National Trust Bank
Colorado
$18.1M +$121K 4 1.83% Increased
493
LCM
Logan Capital Management
Pennsylvania
$17.9M +$13.1M 3 1.3% Increased
494
GIA
Guyasuta Investment Advisors
Pennsylvania
$17.9M -$78.8K 3 2.41% Reduced
495
CCM
Crestwood Capital Management
New York
$17.7M +$17.2M 1 2.35% New
496
Commerce Bank
Commerce Bank
Missouri
$17.5M -$270K 9 0.28% Reduced
497
MTC
McDaniel Terry & Co
Texas
$17.5M +$144K 1 4.14% Increased
498
MCM
McKinley Capital Management
Alaska
$17.2M +$1.27M 4 0.69% Increased
499
ASA
Armstrong Shaw Associates
Connecticut
$17.2M -$1.34M 1 3.11% Reduced
500
DL
Delta Lloyd
Netherlands
$17.1M +$764K 7 0.51% Increased