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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
Belpointe Asset Management
Belpointe Asset Management
Nevada
$31.1M +$804K 9 2.73% Increased
502
Ethic Inc
Ethic Inc
New York
$31.1M +$5.87M 18 0.92% Increased
503
North Star Asset Management
North Star Asset Management
Wisconsin
$31M +$2.01M 4 1.59% Increased
504
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$31M +$7.71M 5 1.4% Increased
505
SFG
StrategIQ Financial Group
Indiana
$31M -$66.8K 3 3.5% Reduced
506
MAP
Managed Asset Portfolios
Michigan
$31M +$7.34K 1 4.7% Increased
507
PM
Pembroke Management
Quebec, Canada
$30.9M -$6.95M 1 3.84% Reduced
508
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$30.9M +$5.61M 11 0.49% Increased
509
RT
Rockland Trust
Massachusetts
$30.8M +$388K 5 1.69% Increased
510
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$30.8M +$4.56M 2 0.14% Increased
511
EP
Edgestream Partners
New Jersey
$30.5M +$10.5M 12 2.2% Increased
512
Greenleaf Trust
Greenleaf Trust
Michigan
$30.5M +$1.25M 9 0.33% Increased
513
Hood River Capital Management
Hood River Capital Management
Florida
$30.3M +$25.4M 1 0.83% New
514
Vident Advisory
Vident Advisory
Georgia
$30.2M +$5.57M 15 0.76% Increased
515
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$30.1M +$1.83M 10 0.36% Increased
516
FCI
Financial Counselors Inc
Kansas
$29.9M +$704K 8 0.53% Increased
517
Connectus Wealth
Connectus Wealth
Ohio
$29.6M +$22M 5 0.61% Increased
518
CPI
Crestview Partners II
New York
$29.6M $0 1 6.17% Maintained
519
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$29.5M -$44M 5 0.09% Reduced
520
CS
Central Securities
New York
$29.4M $0 1 3.2% Maintained
521
CCS
Concentric Capital Strategies
Connecticut
$29.2M -$19.1M 4 3.33% Reduced
522
Moran Wealth Management
Moran Wealth Management
Florida
$29.1M +$2.05M 5 1.04% Increased
523
Andra AP-fonden
Andra AP-fonden
Sweden
$28.7M +$1.87M 4 1.52% Increased
524
UMB Bank
UMB Bank
Missouri
$28.6M -$6.91M 20 0.42% Reduced
525
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$28.5M +$845K 20 0.48% Increased