← 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
501
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$22.4M +$4.62M 2 1.84% Increased
502
Eagle Asset Management
Eagle Asset Management
Florida
$22.3M +$14.9M 3 0.14% Increased
503
MTC
McDaniel Terry & Co
Texas
$22.3M +$277K 1 4.36% Increased
504
Scotia Capital
Scotia Capital
Ontario, Canada
$22.2M +$2.73M 7 0.38% Increased
505
ECP
Elk Creek Partners
Colorado
$22M +$9.87M 2 1.35% Increased
506
CI
Cooper Investors
Australia
$21.8M +$688K 1 3.48% Increased
507
LCP
LGT Capital Partners
Switzerland
$21.4M +$3.42M 2 2.43% Increased
508
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$21.4M +$20.8M 12 0.61% New
509
RT
Rockland Trust
Massachusetts
$21.4M +$753K 3 3.37% Increased
510
DWT
Dorsey & Whitney Trust
South Dakota
$21.4M +$1.26M 6 4.35% Increased
511
ACM
American Capital Management
New York
$21.2M -$6.52M 2 1.5% Reduced
512
RIM
Rainier Investment Management
Washington
$21.2M -$2.2M 2 2.3% Reduced
513
RR
Robotti Robert
$21.2M -$34.2K 2 6.26% Reduced
514
ECP
Electron Capital Partners
New York
$21.2M +$3.23M 4 6.23% Increased
515
IFB
iAB Financial Bank
Indiana
$20.9M $0 1 10.73% Maintained
516
T
TOBAM
France
$20.9M -$15.3M 1 0.81% Reduced
517
RMCM
Reynders McVeigh Capital Management
Massachusetts
$20.7M -$31.8K 3 2.84% Reduced
518
Winton Group
Winton Group
United Kingdom
$20.5M -$5.83M 3 0.56% Reduced
519
LPL Financial
LPL Financial
California
$20.3M +$415K 13 0.14% Increased
520
SAM
Strategy Asset Managers
California
$20.3M -$720K 3 4.4% Reduced
521
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$20.2M -$4.56M 2 1.4% Reduced
522
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.1M +$9.77M 1 0.92% Increased
523
CEP
Chicago Equity Partners
Illinois
$20M -$6.43M 7 0.57% Reduced
524
CTA
Chesley Taft & Associates
Illinois
$19.9M -$278K 6 1.88% Reduced
525
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$19.9M -$3.66M 3 1.77% Reduced