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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
526
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$15.4M +$1.12M 3 1.02% Increased
527
KLWA
Kelly Lawrence W & Associates
California
$15.3M -$221K 2 3.31% Reduced
528
WAM
World Asset Management
Michigan
$15.3M -$232K 9 0.53% Reduced
529
SIA
SeaBridge Investment Advisors
New Jersey
$15.3M +$681K 4 3.08% Increased
530
ACM
American Capital Management
New York
$15.2M +$998K 1 1.5% Increased
531
Whittier Trust
Whittier Trust
California
$15.2M +$721K 17 0.7% Increased
532
FAM
Fiduciary Asset Management
Missouri
$15.1M +$397K 1 2.59% Increased
533
RIM
Ranger Investment Management
Texas
$15.1M +$12.7M 2 0.74% Increased
534
NC
NBW Capital
Massachusetts
$15.1M -$2.11M 2 3.39% Reduced
535
BB&T Securities
BB&T Securities
Virginia
$15.1M +$1.42M 8 0.33% Increased
536
BPM
Bronson Point Management
Connecticut
$15M +$13.9M 2 1.52% New
537
CCM
Corsair Capital Management
New York
$15M -$17.3K 1 1.41% Reduced
538
TCM
Tributary Capital Management
Nebraska
$14.9M +$1.95M 3 2.34% Increased
539
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$14.8M +$1.15M 31 0.28% Increased
540
Nomura Holdings
Nomura Holdings
Japan
$14.8M -$21.6M 6 0.05% Reduced
541
JGUA
John G. Ullman & Associates
New York
$14.7M +$134K 6 2.8% Increased
542
FCI
Financial Counselors Inc
Kansas
$14.6M +$2.38M 4 0.91% Increased
543
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$14.6M -$730K 6 0.64% Reduced
544
LSV Asset Management
LSV Asset Management
Illinois
$14.5M +$3.91M 3 0.03% Increased
545
WesBanco Bank
WesBanco Bank
West Virginia
$14.5M -$49K 4 0.8% Reduced
546
Markel Group
Markel Group
Virginia
$14.4M +$1.42M 1 0.36% Increased
547
AIM
Avity Investment Management
Connecticut
$14.3M +$12.6M 1 2.28% Increased
548
FFA
First Foundation Advisors
California
$14.2M +$1.26M 3 1.19% Increased
549
Palisade Capital Management
Palisade Capital Management
New Jersey
$14.2M +$134K 2 0.36% Increased
550
FP
Foundry Partners
Minnesota
$14.1M +$311K 2 1.18% Increased