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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
Wedge Capital Management
Wedge Capital Management
North Carolina
$33.8M +$5.12M 4 0.65% Increased
527
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$33.6M -$6.56M 8 0.57% Reduced
528
CCA
Conservest Capital Advisors
Pennsylvania
$33.5M -$330K 2 3.51% Reduced
529
Greenleaf Trust
Greenleaf Trust
Michigan
$33.3M +$235K 9 0.3% Increased
530
AE Wealth Management
AE Wealth Management
Kansas
$33M +$158K 14 0.28% Increased
531
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$32.8M +$37.6M 1 1.05% New
532
Cresset Asset Management
Cresset Asset Management
Illinois
$32.8M +$4.09M 15 0.16% Increased
533
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$32.5M +$174K 4 2.13% Increased
534
CS
Central Securities
New York
$32.4M $0 1 3.09% Maintained
535
Commerce Bank
Commerce Bank
Missouri
$32.4M -$116K 13 0.21% Reduced
536
TCMG
TSP Capital Management Group
New Jersey
$32.3M -$181K 4 10.63% Reduced
537
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$32M -$53.4K 1 1.86% Reduced
538
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$31.8M +$5.9M 7 0.22% Increased
539
RIA
RPG Investment Advisory
California
$31.7M +$16.5M 1 2.27% Increased
540
MCM
Mattern Capital Management
Colorado
$31.7M +$3.59M 4 4.04% Increased
541
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$31.5M -$107M 5 0.23% Reduced
542
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$31.4M -$2.53M 14 0.31% Reduced
543
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$31.4M -$2.53M 14 0.31% Reduced
544
HA
Heartland Advisors
Wisconsin
$31.3M +$9.39M 4 1.8% Increased
545
PP
PDT Partners
New York
$31.3M +$4.27M 12 2.22% Increased
546
CIPU
Caledonia Investments plc (UK)
United Kingdom
$31.2M $0 1 3.63% Maintained
547
Energy Income Partners
Energy Income Partners
Connecticut
$31.2M +$981K 3 0.6% Increased
548
QPBE
Quintet Private Bank (Europe)
Luxembourg
$31.1M -$918K 3 1.83% Reduced
549
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$30.9M -$132K 7 0.46% Reduced
550
TC
TownSquare Capital
Utah
$30.8M +$134K 13 0.33% Increased