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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
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.6M -$3.04M 21 0.05% Reduced
552
BHWM
Bar Harbor Wealth Management
New Hampshire
$23.6M +$11.9K 5 2.84% Increased
553
SAM
Southernsun Asset Management
Tennessee
$23.4M -$37.5M 1 0.76% Reduced
554
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$23.4M +$79.7K 11 1.7% Increased
555
FFA
First Foundation Advisors
California
$23.3M +$343K 3 1.37% Increased
556
IndexIQ Advisors
IndexIQ Advisors
New York
$23.3M -$16M 8 0.72% Reduced
557
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$23.3M -$283K 5 1.37% Reduced
558
LCP
LGT Capital Partners
Switzerland
$23.3M +$4.82M 1 1.81% Increased
559
NC
Nokomis Capital
Texas
$23.2M -$6.26M 2 4.3% Reduced
560
CAM
Cortina Asset Management
Wisconsin
$23.2M -$1.23M 2 1.09% Reduced
561
KC
Kepos Capital
New York
$23.1M +$6.3M 2 1.18% Increased
562
SCM
Stevens Capital Management
Pennsylvania
$23M -$5.77M 3 0.82% Reduced
563
Truist Financial
Truist Financial
North Carolina
$22.9M -$4.04M 7 0.44% Reduced
564
First Eagle Investment Management
First Eagle Investment Management
New York
$22.9M -$54.4M 1 0.06% Reduced
565
Park National Corp
Park National Corp
Ohio
$22.7M -$1.23M 4 1.3% Reduced
566
Hosking Partners
Hosking Partners
United Kingdom
$22.7M +$142K 1 0.5% Increased
567
Synovus Financial
Synovus Financial
Georgia
$22.6M +$2.76M 14 0.38% Increased
568
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$22.6M +$3.48M 1 0.21% Increased
569
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$22.6M -$790K 14 1.02% Reduced
570
DWT
Dorsey & Whitney Trust
South Dakota
$22.5M -$2.74M 8 3.92% Reduced
571
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$22.5M +$1.46M 4 0.79% Increased
572
TA
Teton Advisors
New York
$22.5M +$225K 12 2% Increased
573
ABTD
Arvest Bank Trust Division
Oklahoma
$22.4M -$228K 2 1.6% Reduced
574
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$22.4M +$1.59M 1 0.22% Increased
575
Fiduciary Trust
Fiduciary Trust
Massachusetts
$22.2M -$404K 6 0.67% Reduced