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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
Ossiam
Ossiam
France
$43.2M +$33.7M 7 0.49% Increased
477
SAM
Scopus Asset Management
New York
$43.1M +$27.6M 4 0.72% Increased
478
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$42.9M -$264K 4 0.86% Reduced
479
CCS
Concentric Capital Strategies
Connecticut
$42.8M +$20.4M 6 1.9% Increased
480
WTA
Washington Trust Advisors
Massachusetts
$42.7M -$194K 9 3.47% Reduced
481
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$42M +$3.85M 11 0.4% Increased
482
Guinness Asset Management
Guinness Asset Management
United Kingdom
$41.9M -$783K 2 0.75% Reduced
483
Atria Investments
Atria Investments
North Carolina
$41.4M +$8.68M 24 0.49% Increased
484
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$41.2M +$149K 24 0.73% Increased
485
OCM
Osterweis Capital Management
California
$41.1M +$259K 3 1.97% Increased
486
Todd Asset Management
Todd Asset Management
Kentucky
$40.7M -$766K 1 0.88% Reduced
487
Kestra Advisory Services
Kestra Advisory Services
Texas
$40.3M +$950K 21 0.2% Increased
488
Fenimore Asset Management
Fenimore Asset Management
New York
$40.3M +$1.15M 2 0.8% Increased
489
North Star Asset Management
North Star Asset Management
Wisconsin
$40.2M +$1.09M 5 1.7% Increased
490
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$40M +$10.3M 5 1.49% Increased
491
Magnetar Financial
Magnetar Financial
Illinois
$39.9M -$22.5M 13 0.19% Reduced
492
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$39.8M -$520K 3 1.57% Reduced
493
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$39.7M +$38.7M 8 0.87% New
494
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$39.7M -$2.31M 16 0.54% Reduced
495
CP
CenterBook Partners
Connecticut
$39.6M +$14.5M 15 2.2% Increased
496
AAM
ACK Asset Management
Connecticut
$39.6M +$38.6M 1 5.2% New
497
AssetMark Inc
AssetMark Inc
California
$39.6M +$4.57M 26 0.09% Increased
498
EP Wealth Advisors
EP Wealth Advisors
California
$39.6M +$9.16M 12 0.26% Increased
499
Cohen & Steers
Cohen & Steers
New York
$39.3M -$18.2M 1 0.07% Reduced
500
Private Advisor Group
Private Advisor Group
New Jersey
$39.3M +$69.2K 18 0.21% Increased