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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
DWT
Dorsey & Whitney Trust
South Dakota
$18.8M +$26.2K 6 4.27% Increased
527
CTA
Chesley Taft & Associates
Illinois
$18.8M -$83.6K 6 1.86% Reduced
528
CI
Cooper Investors
Australia
$18.7M -$5.29M 1 3.34% Reduced
529
WA
WFG Advisors
Texas
$18.7M -$954K 21 4.58% Reduced
530
MPMG
Minneapolis Portfolio Management Group
Minnesota
$18.7M -$1.21M 1 3.23% Reduced
531
Todd Asset Management
Todd Asset Management
Kentucky
$18.6M -$1.29M 1 0.56% Reduced
532
BPB
Badgley, Phelps & Bell
Washington
$18.5M -$22.8K 3 1.6% Reduced
533
Laurion Capital Management
Laurion Capital Management
New York
$18.4M +$15.1M 4 0.18% Increased
534
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$18.1M -$1.06M 2 2.08% Reduced
535
CPP
Crow Point Partners
Massachusetts
$18.1M $0 1 2.94% Maintained
536
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$18.1M +$49.7K 6 1.13% Increased
537
GH
GAM Holding
Switzerland
$17.9M -$1.06M 6 0.31% Reduced
538
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$17.9M -$7.52M 2 0.36% Reduced
539
Advisors Capital Management
Advisors Capital Management
New Jersey
$17.9M +$1.69M 1 1.71% Increased
540
Scotia Capital
Scotia Capital
Ontario, Canada
$17.7M +$6.03M 7 0.28% Increased
541
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$17.7M +$13.8M 5 0.54% Increased
542
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$17.6M +$702K 4 1.4% Increased
543
HCMT
Highland Capital Management (Texas)
Texas
$17.6M +$14.5M 2 0.83% Increased
544
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$17.6M -$11.5M 8 0.42% Reduced
545
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$17.5M -$6.55M 3 1.08% Reduced
546
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$17.5M -$5.19M 5 0.37% Reduced
547
CIM
Contravisory Investment Management
Massachusetts
$17.5M +$4.87M 4 5.96% Increased
548
Creative Planning
Creative Planning
Kansas
$17.5M +$1.14M 33 0.11% Increased
549
ASA
Armstrong Shaw Associates
Connecticut
$17.5M +$7.97M 1 4.16% Increased
550
Squarepoint
Squarepoint
New York
$17.4M +$9.42M 10 0.71% Increased