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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
551
USS Investment Management
USS Investment Management
United Kingdom
$33.8M +$2.23M 7 0.12% Increased
552
OFI Invest Asset Management
OFI Invest Asset Management
France
$33.6M +$2.85M 6 0.34% Increased
553
CIBC World Market
CIBC World Market
Ontario, Canada
$33.5M +$2.49M 11 0.05% Increased
554
JGUA
John G. Ullman & Associates
New York
$33.4M -$1.3M 9 4.05% Reduced
555
Rakuten Investment Management
Rakuten Investment Management
Japan
$33.3M +$6.73M 6 0.1% Increased
556
ONPI
Owls Nest Partners IA
Pennsylvania
$33.3M -$7.47M 1 10.79% Reduced
557
AT
Avalon Trust
New Mexico
$33M -$122K 7 2.03% Reduced
558
AIM
Avity Investment Management
Connecticut
$32.9M -$4.54M 1 2.1% Reduced
559
JSC
J. Stern & Co
United Kingdom
$32.9M -$1.03M 1 3.1% Reduced
560
Homestead Advisers
Homestead Advisers
Virginia
$32.8M +$89.6K 1 0.82% Increased
561
WPC
Waters Parkerson & Co
Louisiana
$32.8M +$120K 2 1.62% Increased
562
RB
Rodgers Brothers
Pennsylvania
$32.6M +$7.23M 6 3.17% Increased
563
Evelyn Partners
Evelyn Partners
$32.5M +$39.7M 10 0.07% New
564
CCM
Cinctive Capital Management
New York
$32.4M -$110K 4 1.19% Reduced
565
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$32.3M -$2.67M 5 0.57% Reduced
566
ROC
Running Oak Capital
Minnesota
$32.2M -$11.1M 3 5.48% Reduced
567
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$32.1M -$66K 4 0.09% Reduced
568
CAM
Cidel Asset Management
Ontario, Canada
$32M -$7.74M 4 1.54% Reduced
569
Cresset Asset Management
Cresset Asset Management
Illinois
$32M +$2.96M 13 0.12% Increased
570
Wealthfront Advisers
Wealthfront Advisers
California
$31.9M -$5.44M 11 0.06% Reduced
571
PCM
Penn Capital Management
Pennsylvania
$31.8M -$3.86M 4 2.02% Reduced
572
NS
Night Squared
New York
$31.7M +$17.4M 1 3.41% Increased
573
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
$31.6M -$10.6M 1 0.72% Reduced
574
Fiduciary Trust
Fiduciary Trust
Massachusetts
$31.6M -$652K 11 0.34% Reduced
575
Resolution Capital
Resolution Capital
Australia
$31.3M +$1.93M 1 0.58% Increased