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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
Compass Capital Management
Compass Capital Management
Minnesota
$30.5M -$104K 1 3.99% Reduced
477
Palisade Capital Management
Palisade Capital Management
New Jersey
$30.4M -$1.93M 4 0.84% Reduced
478
Holocene Advisors
Holocene Advisors
New York
$30.3M -$73.3M 9 0.49% Reduced
479
Glenview Trust
Glenview Trust
Kentucky
$30.2M -$759K 3 1.91% Reduced
480
Brinker Capital
Brinker Capital
Pennsylvania
$30M +$351K 12 1.08% Increased
481
Dorsey Asset Management
Dorsey Asset Management
Illinois
$29.8M -$629K 1 6.98% Reduced
482
Meag Munich Ergo
Meag Munich Ergo
Germany
$29.7M +$3.23M 4 1.76% Increased
483
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$29.6M +$893K 5 3.09% Increased
484
Richard Bernstein Advisors
Richard Bernstein Advisors
New York
$29.2M +$1.15M 5 0.84% Increased
485
HI
Honeywell International
North Carolina
$29.2M +$15.2M 2 1.66% Increased
486
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$29.1M +$123K 6 2.32% Increased
487
Cortina Asset Management
Cortina Asset Management
Wisconsin
$29M +$4.17M 3 1.36% Increased
488
Martingale Asset Management
Martingale Asset Management
Massachusetts
$29M -$8.51M 11 0.34% Reduced
489
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$28.9M +$222K 1 7.66% Increased
490
DSI
Daiwa SB Investments
Japan
$28.9M +$3.01M 7 5.72% Increased
491
Bridges Investment Management
Bridges Investment Management
Nebraska
$28.5M +$161K 4 1.41% Increased
492
Columbus Circle Investors
Columbus Circle Investors
$28.4M +$23.4M 2 0.57% Increased
493
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$28.3M -$95.6K 11 0.18% Reduced
494
Braun Stacey Associates
Braun Stacey Associates
New York
$27.9M +$4.02M 3 1.78% Increased
495
Badgley, Phelps & Bell
Badgley, Phelps & Bell
Washington
$27.9M +$164K 3 1.7% Increased
496
Dudley & Shanley
Dudley & Shanley
Florida
$27.8M +$472K 2 5.27% Increased
497
TI
Trigran Investments
Illinois
$27.8M +$2.69M 2 5.77% Increased
498
Securian Asset Management
Securian Asset Management
Minnesota
$27.7M -$133K 8 0.66% Reduced
499
MTC
McDaniel Terry & Co
Texas
$27.7M -$145K 2 4.68% Reduced
500
TCMG
TSP Capital Management Group
New Jersey
$27.7M -$26.8M 0 – Closed