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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
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$26M -$2.21M 8 2.84% Reduced
502
Edgestream Partners
Edgestream Partners
New Jersey
$26M -$3.19M 5 1.53% Reduced
503
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$25.9M +$601K 4 1.73% Increased
504
Glazer Capital LLC
Glazer Capital LLC
New York
$25.9M +$25.8M 1 0.4% New
505
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$25.7M -$172K 6 0.64% Reduced
506
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$25.7M -$23.4M 2 0.24% Reduced
507
Dudley & Shanley
Dudley & Shanley
Florida
$25.7M -$843K 2 4.24% Reduced
508
Robotti Robert
Robotti Robert
$25.7M -$2.82M 2 6.45% Reduced
509
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$25.6M -$582K 7 0.59% Reduced
510
Guinness Asset Management
Guinness Asset Management
United Kingdom
$25.5M +$590K 3 1.41% Increased
511
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$25.5M +$27.1K 15 0.62% Increased
512
GM
Granger Management
New York
$25.4M +$89.9K 1 5.14% Increased
513
Central Securities
Central Securities
New York
$25.4M $0 1 2.62% Maintained
514
Ziegler Capital Management
Ziegler Capital Management
Illinois
$25.3M -$3.95M 6 0.85% Reduced
515
WesBanco Bank
WesBanco Bank
West Virginia
$25.1M -$176K 8 0.93% Reduced
516
LS Investment Advisors
LS Investment Advisors
Michigan
$24.8M -$14.2M 2 3.14% Reduced
517
Regions Financial Corp
Regions Financial Corp
Alabama
$24.8M -$3.05M 7 0.21% Reduced
518
SRC
Stone Run Capital
New York
$24.8M -$715K 4 8.74% Reduced
519
DAC
Dividend Assets Capital
South Carolina
$24.6M -$3.32M 7 4.83% Reduced
520
WDA
Wendell David Associates
New Hampshire
$24.5M -$245K 1 2.74% Reduced
521
Fenimore Asset Management
Fenimore Asset Management
New York
$24.3M -$66.2K 3 0.59% Reduced
522
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$24.3M +$2.48M 11 1.03% Increased
523
MUFG Americas
MUFG Americas
New York
$24.3M -$435K 5 0.4% Reduced
524
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$24.3M +$2.47M 7 0.43% Increased
525
Vancity Investment Management
Vancity Investment Management
British Columbia, Canada
$24.1M +$531K 2 3.37% Increased