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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
501
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$28.2M -$15M 4 1.51% Reduced
502
Brinker Capital
Brinker Capital
Pennsylvania
$28.1M +$546K 11 1.1% Increased
503
Creative Planning
Creative Planning
Kansas
$27.9M +$3.07M 17 0.11% Increased
504
Vontobel Asset Management
Vontobel Asset Management
New York
$27.9M +$6.23M 1 0.2% Increased
505
ACM
Arosa Capital Management
Florida
$27.8M +$13.9M 3 3.87% Increased
506
AIM
Avity Investment Management
Connecticut
$27.7M +$398K 2 3.61% Increased
507
ECM
Estabrook Capital Management
New York
$27.6M -$1.2M 6 4.33% Reduced
508
SAM
Skyline Asset Management
Illinois
$27.5M -$4.22M 1 2.22% Reduced
509
CCM
Compass Capital Management
Minnesota
$27.4M +$932K 1 4.11% Increased
510
Truist Financial
Truist Financial
North Carolina
$27.3M +$1.18M 8 0.52% Increased
511
BCM
BTR Capital Management
California
$27.3M +$621K 6 5.45% Increased
512
SIC
Schwartz Investment Counsel
Michigan
$27.1M +$12.5M 3 1.6% Increased
513
QS Investors
QS Investors
New York
$27.1M +$4.62M 17 0.28% Increased
514
SAM
Securian Asset Management
Minnesota
$27.1M -$32.7K 8 0.69% Reduced
515
BFO
Boston Family Office
Massachusetts
$26.9M -$742K 5 3.07% Reduced
516
Palisade Capital Management
Palisade Capital Management
New Jersey
$26.8M +$571K 4 0.91% Increased
517
TAM
Tyers Asset Management
Texas
$26.8M +$3.71M 10 0.94% Increased
518
TEE
Tibra Equities Europe
United Kingdom
$26.7M +$25.5M 5 4.68% Increased
519
SW
SVB Wealth
Massachusetts
$26.7M -$1.47M 4 1.02% Reduced
520
CTI
Community Trust & Investment
Kentucky
$26.6M +$6.2M 1 3.22% Increased
521
Bridges Investment Management
Bridges Investment Management
Nebraska
$26.5M +$7.66M 4 1.22% Increased
522
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$26.5M +$17.5K 8 1.01% Increased
523
CTA
Chesley Taft & Associates
Illinois
$26.4M -$904K 6 2.34% Reduced
524
NRS
Neville Rodie & Shaw
New York
$26.3M +$834K 5 2.9% Increased
525
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26.3M -$28.2M 20 0.07% Reduced