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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
CCC
Chelsea Counsel Company
California
$14.9M -$1.64M 3 3.55% Reduced
527
Jane Street
Jane Street
New York
$14.9M +$7.85M 13 0.09% Increased
528
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$14.7M +$336K 34 0.3% Increased
529
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$14.7M +$7.36M 4 0.72% Increased
530
Engineers Gate Manager
Engineers Gate Manager
New York
$14.7M +$6.71M 7 1.25% Increased
531
ARTA
A.R.T. Advisors
New York
$14.6M +$4.96M 10 0.54% Increased
532
ECM
Estabrook Capital Management
New York
$14.6M -$1.05M 5 2.1% Reduced
533
DILH
Dai-ichi Life Holdings
Japan
$14.6M +$1.54M 6 0.45% Increased
534
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$14.5M -$581K 2 0.51% Reduced
535
TGI
Tradewinds Global Investors
California
$14.3M +$2.67M 1 0.7% Increased
536
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$14.2M -$1.96M 6 1.05% Reduced
537
Eastern Bank
Eastern Bank
Massachusetts
$14.1M +$305K 2 1.23% Increased
538
Meag Munich Ergo
Meag Munich Ergo
Germany
$14.1M +$2.96M 4 0.76% Increased
539
UMB Bank
UMB Bank
Missouri
$14.1M +$977K 3 0.83% Increased
540
RT
Rockland Trust
Massachusetts
$14M +$487K 2 2.76% Increased
541
Shelton Capital Management
Shelton Capital Management
Colorado
$14M +$11.2K 7 1.54% Increased
542
CCP
Cryder Capital Partners
United Kingdom
$14M +$1.63M 1 9.06% Increased
543
WC
Walthausen & Co
New York
$13.9M +$3.34M 1 1.21% Increased
544
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$13.9M -$309K 1 0.27% Reduced
545
SIA
SeaBridge Investment Advisors
New Jersey
$13.9M -$339K 3 3.22% Reduced
546
CPP
Crow Point Partners
Massachusetts
$13.8M $0 1 2.04% Maintained
547
TCM
Tributary Capital Management
Nebraska
$13.7M +$91K 3 2.29% Increased
548
KLWA
Kelly Lawrence W & Associates
California
$13.7M -$292K 2 3.19% Reduced
549
Personal Capital Advisors
Personal Capital Advisors
California
$13.7M +$1.75M 2 0.9% Increased
550
CIP
Champlain Investment Partners
Vermont
$13.7M +$3.8M 1 0.24% Increased