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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
MC
Middleton & Co
Massachusetts
$20.6M -$111K 3 2.96% Reduced
527
HCMNY
Howard Capital Management (New York)
New York
$20.4M +$7.3M 2 2.72% Increased
528
TA
Teton Advisors
New York
$20.4M -$1.87M 13 3.26% Reduced
529
Credit Agricole
Credit Agricole
France
$20.3M +$2.51M 6 1.29% Increased
530
AAM
Autus Asset Management
Arizona
$20.3M +$205K 3 2.95% Increased
531
BWP
Baldwin Wealth Partners
Massachusetts
$20M +$172K 9 2.93% Increased
532
FBA
Front Barnett Associates
Illinois
$19.9M +$38K 2 3.08% Increased
533
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$19.8M -$1.49M 6 0.71% Reduced
534
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$19.8M -$2.35M 2 0.15% Reduced
535
AI
Atom Investors
Texas
$19.7M +$763K 9 1.28% Increased
536
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$19.7M +$3.29M 5 1.32% Increased
537
RHJA
Rice Hall James & Associates
California
$19.6M -$293K 5 0.84% Reduced
538
BPB
Badgley, Phelps & Bell
Washington
$19.6M -$249K 2 1.08% Reduced
539
CCA
Conservest Capital Advisors
Pennsylvania
$19.6M +$23K 2 2.8% Increased
540
DCM
Dupont Capital Management
Delaware
$19.4M -$594K 16 0.43% Reduced
541
SRC
Stone Run Capital
New York
$19.1M -$1.15M 4 9.46% Reduced
542
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$19M -$22.9M 12 0.12% Reduced
543
SFM
Systematic Financial Management
New Jersey
$19M -$450K 3 0.99% Reduced
544
TNA
True North Advisors
Texas
$18.9M -$5.42K 2 4.55% Reduced
545
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$18.8M -$9.85M 3 0.73% Reduced
546
YIA
YHB Investment Advisors
Connecticut
$18.8M +$17.8K 4 2.72% Increased
547
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$18.8M -$267K 5 0.43% Reduced
548
BST
Bath Savings Trust
Maine
$18.8M -$46.9K 1 3.41% Reduced
549
CPI
Crestview Partners II
New York
$18.8M +$122K 1 13.9% Increased
550
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$18.7M -$13.8M 15 0.3% Reduced