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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
$24M +$675K 10 2.22% Increased
527
Regions Financial Corp
Regions Financial Corp
Alabama
$23.9M -$1.3M 7 0.21% Reduced
528
NPF
Norris Perne & French
Michigan
$23.8M +$505K 1 2.05% Increased
529
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$23.7M -$598K 6 0.81% Reduced
530
DAC
Dividend Assets Capital
South Carolina
$23.7M -$503K 7 4.77% Reduced
531
Fenimore Asset Management
Fenimore Asset Management
New York
$23.6M +$36.9K 3 0.58% Increased
532
CIBC World Markets
CIBC World Markets
New York
$23.6M -$2.71M 7 0.16% Reduced
533
NIMI
Natixis Investment Managers International
France
$23.5M -$788K 11 1.36% Reduced
534
WIC
Water Island Capital
New York
$23.5M +$82.8K 1 1.35% Increased
535
Guinness Asset Management
Guinness Asset Management
United Kingdom
$23.4M -$990K 2 1.11% Reduced
536
Greenleaf Trust
Greenleaf Trust
Michigan
$23.4M +$687K 8 0.29% Increased
537
E
Ergoteles
New York
$23.2M -$11.2M 14 0.85% Reduced
538
Energy Income Partners
Energy Income Partners
Connecticut
$23.2M +$283K 1 0.58% Increased
539
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$23.2M +$9.76M 2 2.68% Increased
540
Swiss Life Asset Management
Swiss Life Asset Management
$23.2M +$5.26M 10 0.32% Increased
541
BAM
Blueshift Asset Management
New Jersey
$23.2M -$2.59M 12 1.29% Reduced
542
Achmea Investment Management
Achmea Investment Management
Netherlands
$23.1M +$16.6M 8 0.7% Increased
543
RI
Redwood Investments
Massachusetts
$23M +$2.95M 1 1.92% Increased
544
TIS
Tortoise Index Solutions
Kansas
$23M +$5.95M 16 5.46% Increased
545
CIPU
Caledonia Investments plc (UK)
United Kingdom
$22.8M $0 1 3.99% Maintained
546
Spire Wealth Management
Spire Wealth Management
Virginia
$22.8M +$999K 19 0.6% Increased
547
Kestra Advisory Services
Kestra Advisory Services
Texas
$22.8M +$1.51M 16 0.23% Increased
548
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$22.7M -$2.6M 6 0.63% Reduced
549
Mercer Global Advisors
Mercer Global Advisors
Colorado
$22.6M -$554K 15 0.16% Reduced
550
Connectus Wealth
Connectus Wealth
Ohio
$22.6M -$101K 1 2.52% Reduced