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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
Guinness Asset Management
Guinness Asset Management
United Kingdom
$26.7M +$644K 2 1% Increased
502
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$26.7M -$473K 4 0.3% Reduced
503
TBA
Tower Bridge Advisors
Pennsylvania
$26.6M -$228K 5 1.78% Reduced
504
Mercer Global Advisors
Mercer Global Advisors
Colorado
$26.3M +$2.85M 19 0.15% Increased
505
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$26.1M -$768K 16 0.62% Reduced
506
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$26M +$39.1K 12 0.51% Increased
507
ACP
Ashfield Capital Partners
California
$25.9M +$10.1M 7 1.68% Increased
508
Fiduciary Trust
Fiduciary Trust
Massachusetts
$25.9M -$299K 10 0.46% Reduced
509
Zacks Investment Management
Zacks Investment Management
Illinois
$25.8M +$5.19M 7 0.36% Increased
510
Sit Investment Associates
Sit Investment Associates
Minnesota
$25.7M +$2.29M 4 0.69% Increased
511
Private Management Group
Private Management Group
California
$25.7M -$2.45M 1 1.04% Reduced
512
Connectus Wealth
Connectus Wealth
Ohio
$25.6M -$330K 3 0.81% Reduced
513
CS
Central Securities
New York
$25.5M $0 1 2.71% Maintained
514
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$25.5M +$381K 4 1.92% Increased
515
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$25.4M +$3.58M 3 0.22% Increased
516
CIPU
Caledonia Investments plc (UK)
United Kingdom
$25.4M +$6.41M 1 3.85% Increased
517
MIM
Manitou Investment Management
Ontario, Canada
$25.4M +$891K 1 3.89% Increased
518
CC
Cannell Capital
Wyoming
$25.3M +$6.89M 1 3.82% Increased
519
SC
Sasco Capital
Connecticut
$25.2M -$2.12M 1 3.14% Reduced
520
Kestra Advisory Services
Kestra Advisory Services
Texas
$25.2M +$1.19M 16 0.26% Increased
521
WesBanco Bank
WesBanco Bank
West Virginia
$25M -$2.55M 8 0.95% Reduced
522
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$24.9M +$1.58M 4 0.08% Increased
523
Greenleaf Trust
Greenleaf Trust
Michigan
$24.8M -$126K 7 0.3% Reduced
524
Wedge Capital Management
Wedge Capital Management
North Carolina
$24.7M -$4.4M 4 0.33% Reduced
525
Fenimore Asset Management
Fenimore Asset Management
New York
$24.6M -$156K 2 0.6% Reduced