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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
WAM
Weatherly Asset Management
California
$26.1M -$132K 3 3.39% Reduced
502
Commerce Bank
Commerce Bank
Missouri
$25.7M -$43.1K 10 0.2% Reduced
503
Kestra Advisory Services
Kestra Advisory Services
Texas
$25.5M -$7.89M 17 0.28% Reduced
504
FCI
Financial Counselors Inc
Kansas
$25.4M +$1.39M 5 0.55% Increased
505
VCM
Vigilant Capital Management
Maine
$25.2M +$242K 6 2.05% Increased
506
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$25.2M -$11.4M 11 0.59% Reduced
507
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$25.1M -$2.61M 10 0.26% Reduced
508
Engineers Gate Manager
Engineers Gate Manager
New York
$25M -$2.19M 14 1.05% Reduced
509
Aristeia Capital
Aristeia Capital
Connecticut
$25M -$3.66M 1 0.59% Reduced
510
FBA
Front Barnett Associates
Illinois
$25M -$19.6K 2 2.94% Reduced
511
Moran Wealth Management
Moran Wealth Management
Florida
$24.8M +$9.27M 5 0.94% Increased
512
Congress Wealth Management
Congress Wealth Management
Massachusetts
$24.8M -$214K 4 0.6% Reduced
513
Whittier Trust
Whittier Trust
California
$24.7M -$949K 24 0.45% Reduced
514
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.5M -$25.5M 8 0.13% Reduced
515
MIS
Morningstar Investment Services
Illinois
$24.5M -$540K 3 0.33% Reduced
516
Greenleaf Trust
Greenleaf Trust
Michigan
$24.4M +$411K 6 0.28% Increased
517
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$24.2M +$2.29M 6 0.37% Increased
518
TIS
Tortoise Index Solutions
Kansas
$24.1M -$5.85M 17 4.6% Reduced
519
Artisan Partners
Artisan Partners
Wisconsin
$24M -$45.9M 1 0.04% Reduced
520
Gradient Investments
Gradient Investments
Minnesota
$24M +$2.7M 9 0.65% Increased
521
CAM
Cidel Asset Management
Ontario, Canada
$24M +$21.7M 2 1.1% Increased
522
TAL
TIG Advisors LLC
New York
$23.9M +$23M 2 1.76% New
523
Panagora Asset Management
Panagora Asset Management
Massachusetts
$23.9M -$5.24M 17 0.15% Reduced
524
Tredje AP-fonden
Tredje AP-fonden
Sweden
$23.8M +$845K 7 0.37% Increased
525
CS
Central Securities
New York
$23.8M $0 1 2.97% Maintained