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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
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$31.3M +$1.27M 3 0.9% Increased
527
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$31.3M +$25.8M 1 0.29% Increased
528
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$31.2M -$2.06M 15 0.31% Reduced
529
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$31.2M -$2.06M 15 0.31% Reduced
530
WCCM
Webs Creek Capital Management
Texas
$31.2M +$1.54M 1 7.52% Increased
531
Quintet Private Bank (Europe)
Quintet Private Bank (Europe)
Luxembourg
$31.1M +$7.69M 3 1.71% Increased
532
Pembroke Management
Pembroke Management
Quebec, Canada
$31M +$1.68M 1 3.87% Increased
533
Country Trust Bank
Country Trust Bank
Illinois
$31M +$5.58M 4 0.77% Increased
534
Fiduciary Trust
Fiduciary Trust
Massachusetts
$31M +$317K 10 0.41% Increased
535
TC
TownSquare Capital
Utah
$30.2M +$4.13M 11 0.34% Increased
536
Avantax Advisory Services
Avantax Advisory Services
Texas
$30.2M +$586K 19 0.19% Increased
537
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$30.1M -$1.87M 10 0.6% Reduced
538
Cercano Management
Cercano Management
Washington
$30.1M +$35.8M 2 0.77% Increased
539
Norris Perne & French
Norris Perne & French
Michigan
$30M -$763K 1 2.16% Reduced
540
Greenleaf Trust
Greenleaf Trust
Michigan
$29.8M +$173K 10 0.27% Increased
541
Dearborn Partners
Dearborn Partners
Illinois
$29.7M -$548K 4 1.24% Reduced
542
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$29.5M +$420K 4 1.89% Increased
543
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$29.4M -$1.06M 3 1.06% Reduced
544
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$29.3M -$735K 8 0.42% Reduced
545
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$28.9M -$5.07M 1 3.45% Reduced
546
Cresset Asset Management
Cresset Asset Management
Illinois
$28.7M -$28M 16 0.14% Reduced
547
Central Securities
Central Securities
New York
$28.6M $0 1 2.73% Maintained
548
Parallel Advisors
Parallel Advisors
California
$28.3M -$37.7K 34 0.64% Reduced
549
Groupe la Francaise
Groupe la Francaise
France
$28.3M +$30.2M 6 0.7% New
550
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$28.2M -$310K 10 1.55% Reduced