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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
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$14.1M -$1.91M 8 0.69% Reduced
552
SRC
Shufro Rose & Co
New York
$14.1M +$122K 2 1.45% Increased
553
CCP
Cryder Capital Partners
United Kingdom
$14M -$728K 1 9.86% Reduced
554
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$13.9M +$2.53M 2 0.3% Increased
555
CS
Central Securities
New York
$13.8M $0 1 3.29% Maintained
556
WC
Weatherbie Capital
Massachusetts
$13.8M +$3.95M 1 1.36% Increased
557
BFO
Boston Family Office
Massachusetts
$13.7M +$681K 3 1.7% Increased
558
GL
GLG LLC
New York
$13.7M +$746K 6 0.39% Increased
559
RT
Rockland Trust
Massachusetts
$13.6M +$6.12M 3 2.87% Increased
560
CPP
Crow Point Partners
Massachusetts
$13.6M +$13.6M 1 1.85% New
561
RIL
Rothschild Investment LLC
Illinois
$13.5M +$197K 3 1.58% Increased
562
BOK Financial
BOK Financial
Oklahoma
$13.5M -$1.04M 8 0.45% Reduced
563
UBS O'Connor
UBS O'Connor
Illinois
$13.5M +$7.95M 1 0.13% Increased
564
OCM
Olstein Capital Management
New York
$13.4M +$1.69M 2 1.44% Increased
565
JAM
JCIC Asset Management
Ontario, Canada
$13.2M +$2.09M 1 2.39% Increased
566
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$13.1M -$754K 12 0.63% Reduced
567
CPM
Chesapeake Partners Management
Maryland
$13.1M +$1.07M 1 0.6% Increased
568
UMB Bank
UMB Bank
Missouri
$13.1M -$7.7M 3 0.59% Reduced
569
VAM
Visium Asset Management
New York
$13M -$1.81M 6 0.19% Reduced
570
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$13M +$210K 8 0.09% Increased
571
FBA
Front Barnett Associates
Illinois
$13M +$9.39M 3 2.39% Increased
572
Meag Munich Ergo
Meag Munich Ergo
Germany
$12.9M -$6.22M 3 0.62% Reduced
573
AWCI
Alpine Woods Capital Investors
New York
$12.9M +$768K 4 0.66% Increased
574
GWI
Grace & White Inc
New York
$12.9M $0 2 2.56% Maintained
575
Fred Alger Management
Fred Alger Management
New York
$12.8M -$19.8M 4 0.06% Reduced