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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
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$17.2M +$1.3M 6 0.59% Increased
527
RNC Capital Management
RNC Capital Management
California
$17.2M +$22.7M 1 1.46% Increased
528
OWD
Osborn Williams & Donohoe
Ohio
$17.1M +$436K 6 2.25% Increased
529
NPF
Norris Perne & French
Michigan
$17.1M +$3.49M 1 2.57% Increased
530
CIPU
Caledonia Investments plc (UK)
United Kingdom
$17.1M +$94K 1 4.59% Increased
531
MC
Middleton & Co
Massachusetts
$17M +$3.62M 3 2.98% Increased
532
Synovus Financial
Synovus Financial
Georgia
$17M +$3.76M 18 0.24% Increased
533
SC
Sasco Capital
Connecticut
$16.8M +$7.98M 2 3.31% Increased
534
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.8M -$4.49M 8 0.14% Reduced
535
BWP
Baldwin Wealth Partners
Massachusetts
$16.8M +$1.11M 9 2.94% Increased
536
TCA
Taconic Capital Advisors
New York
$16.7M +$23.9M 1 0.98% New
537
AAM
Autus Asset Management
Arizona
$16.7M +$1.43M 3 2.93% Increased
538
AI
Atom Investors
Texas
$16.5M -$13.8M 7 1.45% Reduced
539
WAM
Weatherly Asset Management
California
$16.4M +$87.7K 3 3.58% Increased
540
Daiwa Securities Group
Daiwa Securities Group
Japan
$15.9M +$551K 11 0.17% Increased
541
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$15.8M -$4.86M 6 0.61% Reduced
542
Hancock Whitney
Hancock Whitney
Mississippi
$15.8M -$3.43M 11 0.62% Reduced
543
SAM
Securian Asset Management
Minnesota
$15.7M -$279K 9 0.44% Reduced
544
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$15.6M -$405K 4 0.52% Reduced
545
BPB
Badgley, Phelps & Bell
Washington
$15.5M -$442K 2 1.02% Reduced
546
TBA
Tower Bridge Advisors
Pennsylvania
$15.4M +$810K 5 2.03% Increased
547
AAIM
Asset Advisors Investment Management
Georgia
$15.4M -$180K 1 2.85% Reduced
548
IFM Investors
IFM Investors
Australia
$15.4M -$310K 7 0.69% Reduced
549
PPSG
Princeton Portfolio Strategies Group
New Jersey
$15.4M +$314K 4 4.47% Increased
550
Credit Agricole
Credit Agricole
France
$15.3M -$21M 6 1.31% Reduced