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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
Kestra Advisory Services
Kestra Advisory Services
Texas
$27.2M +$1.33M 18 0.27% Increased
502
MIS
Morningstar Investment Services
Illinois
$27.1M -$361K 3 0.35% Reduced
503
Congress Wealth Management
Congress Wealth Management
Massachusetts
$27.1M -$117K 4 0.63% Reduced
504
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$26.8M $0 1 3.7% Maintained
505
Connectus Wealth
Connectus Wealth
Ohio
$26.7M -$651K 5 0.61% Reduced
506
Essex Investment Management
Essex Investment Management
Massachusetts
$26.7M -$7.63M 10 3.73% Reduced
507
Greenleaf Trust
Greenleaf Trust
Michigan
$26.6M +$378K 7 0.28% Increased
508
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$26.4M +$1.94M 5 0.19% Increased
509
Rafferty Asset Management
Rafferty Asset Management
New York
$26.4M +$5.23M 7 0.15% Increased
510
Guinness Asset Management
Guinness Asset Management
United Kingdom
$26.4M +$1.57M 2 0.61% Increased
511
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$26.2M +$26.2M 2 1.09% New
512
Norris Perne & French
Norris Perne & French
Michigan
$26.1M -$5.16K 1 2.2% Reduced
513
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$26.1M +$1.39M 15 0.22% Increased
514
Central Securities
Central Securities
New York
$26M $0 1 3.09% Maintained
515
Rockland Trust
Rockland Trust
Massachusetts
$25.9M +$358K 4 1.55% Increased
516
Tredje AP-fonden
Tredje AP-fonden
Sweden
$25.8M +$349K 8 0.37% Increased
517
Commerce Bank
Commerce Bank
Missouri
$25.6M -$1.41M 10 0.19% Reduced
518
Twin Tree Management
Twin Tree Management
Texas
$25.4M +$7.63M 3 0.04% Increased
519
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$25.4M -$5.69M 9 0.63% Reduced
520
Meyer Handelman Company
Meyer Handelman Company
New York
$25.3M -$1.11M 3 1.02% Reduced
521
North Star Asset Management
North Star Asset Management
Wisconsin
$25.3M +$321K 3 1.4% Increased
522
Zuckerman Investment Group
Zuckerman Investment Group
Illinois
$25.3M -$226K 2 3.62% Reduced
523
Vigilant Capital Management
Vigilant Capital Management
Maine
$25.3M +$664K 7 1.89% Increased
524
Applied Finance Capital Management
Applied Finance Capital Management
Puerto Rico
$25.2M +$12.7M 1 2.86% Increased
525
Moran Wealth Management
Moran Wealth Management
Florida
$25.2M -$874K 5 0.95% Reduced