← All themes

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
MDCM
Morgan Dempsey Capital Management
Wisconsin
$16M -$3.33M 4 6.13% Reduced
527
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$15.8M -$831K 1 1.85% Reduced
528
WAM
World Asset Management
Michigan
$15.8M +$671K 9 0.6% Increased
529
People's United Financial
People's United Financial
Connecticut
$15.7M +$3.07M 10 0.83% Increased
530
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$15.7M +$477K 4 1.33% Increased
531
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$15.6M -$790K 2 0.55% Reduced
532
RMCM
Reynders McVeigh Capital Management
Massachusetts
$15.5M +$825K 3 2.54% Increased
533
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$15.4M -$40.2K 4 0.71% Reduced
534
OAM
Oxford Asset Management
United Kingdom
$15.4M +$1.26M 5 0.36% Increased
535
DCM
Decatur Capital Management
Georgia
$15.3M -$85K 1 1.97% Reduced
536
RT
Rockland Trust
Massachusetts
$15.3M +$43.3K 3 2.69% Increased
537
CS
Central Securities
New York
$15.2M $0 1 3.68% Maintained
538
Castleark Management
Castleark Management
Illinois
$15.1M +$14.9M 3 0.45% New
539
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$15.1M -$3.35M 3 0.31% Reduced
540
EA
Euclid Advisors
Connecticut
$15.1M +$15.5M 4 0.46% New
541
AR
Advisory Research
Illinois
$14.9M -$1.38M 1 0.23% Reduced
542
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$14.8M -$311K 2 0.83% Reduced
543
IAM
Impax Asset Management
New Hampshire
$14.8M +$725K 3 0.82% Increased
544
CAM
Cortina Asset Management
Wisconsin
$14.8M +$2.37M 1 0.67% Increased
545
TCM
Tributary Capital Management
Nebraska
$14.7M -$7.27K 3 2.43% Reduced
546
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$14.7M -$292K 1 0.15% Reduced
547
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$14.7M +$71.7K 3 0.28% Increased
548
BFO
Boston Family Office
Massachusetts
$14.6M -$24.8K 3 2% Reduced
549
SIA
SeaBridge Investment Advisors
New Jersey
$14.5M +$82.4K 3 3.23% Increased
550
Comgest Global Investors
Comgest Global Investors
France
$14.4M +$470K 1 0.48% Increased