← 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
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$39.9M -$13.5M 13 0.41% Reduced
477
WTA
Washington Trust Advisors
Massachusetts
$39.6M +$226K 9 3.52% Increased
478
Advisors Asset Management
Advisors Asset Management
Colorado
$39.6M -$1.24M 21 0.74% Reduced
479
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$39.4M +$748K 24 0.76% Increased
480
AOI
Auto-Owners Insurance
Michigan
$39M +$250M 2 1.03% Increased
481
Private Advisor Group
Private Advisor Group
New Jersey
$38.9M -$2.34M 18 0.24% Reduced
482
SDJVC
St. Denis J. Villere & Co
Louisiana
$38.5M -$473K 1 3.72% Reduced
483
North Star Asset Management
North Star Asset Management
Wisconsin
$38.4M +$579K 4 1.75% Increased
484
CRM
Cramer Rosenthal McGlynn
Connecticut
$38.3M -$11.4M 3 2.75% Reduced
485
Kestra Advisory Services
Kestra Advisory Services
Texas
$38.2M -$2.26M 21 0.18% Reduced
486
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$38.1M +$16.4M 2 0.31% Increased
487
ACG
Aventail Capital Group
New York
$38M +$34.6M 2 1.87% Increased
488
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$38M $0 6 0.34% Maintained
489
Belpointe Asset Management
Belpointe Asset Management
Nevada
$37.9M -$412K 7 1.97% Reduced
490
Todd Asset Management
Todd Asset Management
Kentucky
$37.8M -$6.44K 1 0.89% Reduced
491
Glenmede Trust
Glenmede Trust
Pennsylvania
$37.8M +$2.53M 19 0.2% Increased
492
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$37.6M +$6.97M 4 0.89% Increased
493
Magellan Asset Management
Magellan Asset Management
Australia
$37.5M -$498K 6 0.46% Reduced
494
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$37.5M -$44.3M 11 0.39% Reduced
495
HCC
Hill City Capital
Massachusetts
$37.4M $0 1 2.78% Maintained
496
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$37.3M $0 1 0.95% Maintained
497
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$37.1M -$2.39M 4 0.76% Reduced
498
DKAM
Drummond Knight Asset Management
Australia
$37M +$29.9M 2 18.6% Increased
499
BBL
Beck Bode LLC
Massachusetts
$36.9M +$33.5M 2 6.88% Increased
500
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$36.8M -$1.59M 2 1.8% Reduced