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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
RR
Robotti Robert
$20M -$39.8K 1 4.75% Reduced
527
Private Management Group
Private Management Group
California
$19.8M -$132K 1 0.92% Reduced
528
BCM
Brightlight Capital Management
Connecticut
$19.6M +$2.16M 1 14.07% Increased
529
NIMI
Natixis Investment Managers International
France
$19.5M -$597M 13 1.56% Reduced
530
CS
Central Securities
New York
$19.4M $0 1 2.74% Maintained
531
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$19.4M -$248K 7 0.21% Reduced
532
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$19.4M +$792K 5 0.34% Increased
533
Old National Bancorp
Old National Bancorp
Indiana
$19.3M +$5.7M 7 0.66% Increased
534
Wedge Capital Management
Wedge Capital Management
North Carolina
$19.2M +$3.08M 3 0.33% Increased
535
Magnetar Financial
Magnetar Financial
Illinois
$19.1M +$5.17M 7 0.27% Increased
536
EIP
Easterly Investment Partners
Massachusetts
$19M +$2.48M 1 1.82% Increased
537
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$19M +$298K 4 0.74% Increased
538
Glenview Trust
Glenview Trust
Kentucky
$18.9M -$772K 6 0.72% Reduced
539
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$18.9M +$211K 13 0.43% Increased
540
MIIM
Mesirow Institutional Investment Management
Illinois
$18.8M +$20.5M 2 2.73% New
541
Fenimore Asset Management
Fenimore Asset Management
New York
$18.8M -$3.07M 2 0.54% Reduced
542
Zacks Investment Management
Zacks Investment Management
Illinois
$18.8M +$1.5M 9 0.3% Increased
543
Gradient Investments
Gradient Investments
Minnesota
$18.8M +$1.26M 10 0.57% Increased
544
JGC
J. Goldman & Co
New York
$18.7M +$4.86M 1 0.89% Increased
545
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18.6M -$121K 2 1.18% Reduced
546
AAM
Azzad Asset Management
Virginia
$18.6M +$259K 7 1.87% Increased
547
Czech National Bank
Czech National Bank
Czech Republic
$18.5M +$20.8M 7 0.53% New
548
E
Ergoteles
New York
$18.4M -$10.3M 16 0.65% Reduced
549
SRC
Stone Run Capital
New York
$18.3M +$534K 4 9.87% Increased
550
North Star Asset Management
North Star Asset Management
Wisconsin
$18.3M +$744K 3 1.25% Increased