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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
Dudley & Shanley
Dudley & Shanley
Florida
$26M +$18.2K 2 6.52% Increased
477
WesBanco Bank
WesBanco Bank
West Virginia
$26M -$4.31M 2 1.55% Reduced
478
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$26M -$1.62M 13 0.81% Reduced
479
AIM
Assured Investment Management
New York
$25.9M -$4.88M 13 0.74% Reduced
480
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$25.9M +$7.17M 4 1.89% Increased
481
MTC
McDaniel Terry & Co
Texas
$25.9M -$155K 2 5.01% Reduced
482
Tiedemann Advisors
Tiedemann Advisors
New York
$25.8M +$7.97M 6 1.32% Increased
483
ACK Asset Management
ACK Asset Management
Connecticut
$25.7M +$1.38M 1 8.73% Increased
484
Railway Pension Investments
Railway Pension Investments
United Kingdom
$25.4M +$26.4M 4 0.51% New
485
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$25.3M +$20.2M 2 0.26% Increased
486
TCMG
TSP Capital Management Group
New Jersey
$25.2M +$25.1M 4 14.14% New
487
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$25.2M +$5.03M 2 0.65% Increased
488
MFP
Michael F. Price
$25.1M +$7.09M 2 3.42% Increased
489
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$24.9M -$60.2M 1 0.9% Reduced
490
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$24.8M -$3.81M 8 0.45% Reduced
491
Cortina Asset Management
Cortina Asset Management
Wisconsin
$24.8M +$1.56M 3 1.52% Increased
492
Delek Group
Delek Group
Israel
$24.7M +$25.5M 1 1.13% New
493
New Mountain Vantage Advisers
New Mountain Vantage Advisers
New York
$24.7M -$23.5M 1 2.74% Reduced
494
Community Trust & Investment
Community Trust & Investment
Kentucky
$24.6M +$1.88M 1 3.69% Increased
495
EGA
Evermore Global Advisors
New Jersey
$24.4M +$4.54M 1 4.01% Increased
496
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$24.4M -$2.33M 6 2.35% Reduced
497
TAM
Tyers Asset Management
Texas
$24.3M -$2.23M 10 0.97% Reduced
498
Securian Asset Management
Securian Asset Management
Minnesota
$24.2M +$105K 8 0.65% Increased
499
Jefferies Group
Jefferies Group
New York
$24.2M -$4.63M 11 0.2% Reduced
500
CPI
Crestview Partners II
New York
$24M $0 1 32.99% Maintained