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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
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$29M +$188K 3 0.9% Increased
552
Zuckerman Investment Group
Zuckerman Investment Group
Illinois
$28.9M +$13.6K 2 3.34% Increased
553
Capital Group Private Client Services
Capital Group Private Client Services
California
$28.7M -$2.39M 1 0.29% Reduced
554
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$28.4M -$358K 2 0.12% Reduced
555
Quantbot Technologies
Quantbot Technologies
New York
$28.4M +$7.97M 21 1.38% Increased
556
Pembroke Management
Pembroke Management
Quebec, Canada
$28.4M -$6.52M 1 3.82% Reduced
557
SRC
Stone Run Capital
New York
$28.1M -$120K 5 11.24% Reduced
558
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$27.9M +$372K 24 0.93% Increased
559
Concentric Capital Strategies
Concentric Capital Strategies
Connecticut
$27.9M -$35.4M 5 1.4% Reduced
560
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$27.8M -$5.65M 6 1.11% Reduced
561
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$27.7M -$115K 1 1.71% Reduced
562
Palisade Asset Management
Palisade Asset Management
Minnesota
$27.6M -$888K 3 2.86% Reduced
563
Weatherly Asset Management
Weatherly Asset Management
California
$27.4M -$961K 3 2.51% Reduced
564
Avantax Advisory Services
Avantax Advisory Services
Texas
$27.4M +$7.94M 20 0.2% Increased
565
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$27.3M -$95.3K 3 0.68% Reduced
566
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$27.2M +$9.03M 5 0.32% Increased
567
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$27.2M -$602K 37 0.93% Reduced
568
Glenview Trust
Glenview Trust
Kentucky
$27.1M -$12.3K 6 0.54% Reduced
569
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$27M +$27.4M 1 2.16% New
570
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$26.9M -$526K 7 0.2% Reduced
571
Mattern Capital Management
Mattern Capital Management
Colorado
$26.8M -$222K 3 3.71% Reduced
572
Jefferies Financial Group
Jefferies Financial Group
New York
$26.7M +$1.75M 11 0.28% Increased
573
WesBanco Bank
WesBanco Bank
West Virginia
$26.7M +$6.08M 8 1% Increased
574
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$26.1M -$7.65M 6 1.72% Reduced
575
Moore Capital Management
Moore Capital Management
New York
$26M +$11.9M 3 0.45% Increased