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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
WesBanco Bank
WesBanco Bank
West Virginia
$23.2M +$22.5M 7 0.92% New
527
ICOM
Investment Counselors of Maryland
Maryland
$23.2M +$680K 2 0.6% Increased
528
WGAM
Wilkinson Global Asset Management
New York
$23.1M +$23M 1 1.46% New
529
WIC
Water Island Capital
New York
$23.1M +$21.4M 1 1.41% New
530
DWT
Dorsey & Whitney Trust
South Dakota
$22.8M -$647K 9 2.28% Reduced
531
SRC
Stone Run Capital
New York
$22.7M +$125K 4 8.67% Increased
532
TNB
TCF National Bank
South Dakota
$22.5M -$2.69M 4 2.55% Reduced
533
JGC
J. Goldman & Co
New York
$22.4M +$12.6M 1 0.72% Increased
534
BST
Bath Savings Trust
Maine
$22.4M -$20.2K 2 2.86% Reduced
535
Fenimore Asset Management
Fenimore Asset Management
New York
$22.3M +$12.7K 2 0.58% Increased
536
NIMI
Natixis Investment Managers International
France
$22.1M +$22.1K 11 1.51% Increased
537
PP
PDT Partners
New York
$22.1M -$1.82M 12 1.59% Reduced
538
Sit Investment Associates
Sit Investment Associates
Minnesota
$22.1M -$63.1K 4 0.58% Reduced
539
PPSG
Princeton Portfolio Strategies Group
New Jersey
$21.9M +$610K 4 4.25% Increased
540
CS
Central Securities
New York
$21.8M $0 1 2.49% Maintained
541
BL
Bleichroeder LP
New York
$21.8M $0 2 3.68% Maintained
542
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$21.7M -$4.86M 6 0.95% Reduced
543
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$21.6M -$3.2M 5 0.3% Reduced
544
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$21.6M +$1.48M 4 0.9% Increased
545
FNC
First National Corp
Massachusetts
$21.5M +$1.59M 5 5.34% Increased
546
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$21.5M +$12.6M 7 0.4% Increased
547
Guinness Asset Management
Guinness Asset Management
United Kingdom
$21.4M +$7.32M 3 1.35% Increased
548
North Star Asset Management
North Star Asset Management
Wisconsin
$21.4M +$860K 3 1.28% Increased
549
TA
Teton Advisors
New York
$21.4M -$1.29M 13 3.04% Reduced
550
H
Hexavest
Quebec, Canada
$21.3M -$1.88M 6 0.95% Reduced