← All themes

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
FBA
Front Barnett Associates
Illinois
$29.5M -$211K 2 2.97% Reduced
477
SJIC
St. James Investment Company
Texas
$29.5M -$2.21M 1 4.5% Reduced
478
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.4M -$8.24M 14 0.1% Reduced
479
Meyer Handelman Company
Meyer Handelman Company
New York
$29M -$84K 3 1.11% Reduced
480
Fisher Asset Management
Fisher Asset Management
Washington
$29M +$2.63M 9 0.02% Increased
481
PC
Port Capital
Illinois
$28.9M +$325K 1 2% Increased
482
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$28.9M -$12.7M 2 0.37% Reduced
483
KIA
KCM Investment Advisors
California
$28.8M +$893K 9 1.05% Increased
484
Cetera Advisor Networks
Cetera Advisor Networks
California
$28.6M +$3.47M 17 0.35% Increased
485
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$28.6M -$1.4M 7 0.55% Reduced
486
WAM
Weatherly Asset Management
California
$28.4M +$694K 3 3.32% Increased
487
MTC
McDaniel Terry & Co
Texas
$28.4M +$198K 1 3.06% Increased
488
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$28.2M -$2.49M 16 0.63% Reduced
489
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$28.1M +$27.2M 3 0.36% New
490
MSL
Mackay Shields LLC
New York
$28.1M -$1.14M 6 0.25% Reduced
491
Glenview Trust
Glenview Trust
Kentucky
$27.9M -$7.94M 6 0.91% Reduced
492
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$27.9M +$1.79M 9 0.61% Increased
493
TIS
Tortoise Index Solutions
Kansas
$27.7M +$2.33M 17 4.99% Increased
494
Whittier Trust
Whittier Trust
California
$27.6M -$383K 24 0.46% Reduced
495
CRM
Cramer Rosenthal McGlynn
Connecticut
$27.5M +$2.86M 1 1.07% Increased
496
EIM
Essex Investment Management
Massachusetts
$27.3M +$3.43M 12 3.4% Increased
497
SAM
Shell Asset Management
Netherlands
$27.2M -$2.09M 19 0.64% Reduced
498
RMCM
Reynders McVeigh Capital Management
Massachusetts
$27M +$401K 4 1.65% Increased
499
FNC
First National Corp
Massachusetts
$26.8M -$1M 5 5.68% Reduced
500
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.8M +$13.7M 5 0.13% Increased