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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
Merewether Investment Management
Merewether Investment Management
Texas
$40.5M +$6.59M 1 1.86% Increased
477
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$40.3M -$169K 21 0.72% Reduced
478
Todd Asset Management
Todd Asset Management
Kentucky
$40.3M -$7.63M 1 0.94% Reduced
479
Atom Investors
Atom Investors
Texas
$40.2M -$1.44M 10 4.21% Reduced
480
MFC
Mechanics Financial Corp
Ohio
$40.2M +$19.9M 2 17.58% Increased
481
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$40.1M +$70.6K 20 0.57% Increased
482
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
$40M -$6.19M 3 2.03% Reduced
483
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$39.3M +$1.16M 14 0.54% Increased
484
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$39.3M -$6.73M 8 0.99% Reduced
485
QRG Capital Management
QRG Capital Management
Illinois
$39M +$4.75M 20 0.42% Increased
486
Advisors Asset Management
Advisors Asset Management
Colorado
$38.9M -$2.62M 19 0.71% Reduced
487
Atria Investments
Atria Investments
North Carolina
$38.9M -$242K 17 0.48% Reduced
488
Avity Investment Management
Avity Investment Management
Connecticut
$38.6M -$753K 1 3.01% Reduced
489
Evercore Wealth Management
Evercore Wealth Management
New York
$38.6M -$689K 7 0.58% Reduced
490
Quantbot Technologies
Quantbot Technologies
New York
$38.4M +$6.32M 21 1.51% Increased
491
ROC
Running Oak Capital
Minnesota
$38.1M +$12.8M 3 5.16% Increased
492
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$37.9M -$303K 15 0.38% Reduced
493
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$37.9M -$303K 15 0.38% Reduced
494
Commerce Bank
Commerce Bank
Missouri
$37.8M -$7.47M 13 0.23% Reduced
495
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$37.8M -$27.6M 5 0.72% Reduced
496
St. Denis J. Villere & Co
St. Denis J. Villere & Co
Louisiana
$37.8M -$736K 1 3.08% Reduced
497
MIS
Morningstar Investment Services
Illinois
$37.2M -$574K 4 0.38% Reduced
498
FCI
Financial Counselors Inc
Kansas
$37.2M +$1.13M 9 0.55% Increased
499
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$36.7M +$370K 5 1.42% Increased
500
Guinness Asset Management
Guinness Asset Management
United Kingdom
$36.7M -$133K 3 0.69% Reduced