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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
SRC
Stone Run Capital
New York
$28.1M +$929K 5 11.06% Increased
552
Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel
California
$28M -$1.93M 1 2.72% Reduced
553
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$27.9M -$8.73M 7 0.77% Reduced
554
Palisade Capital Management
Palisade Capital Management
New Jersey
$27.9M -$28.1K 3 0.74% Reduced
555
Boston Financial Management
Boston Financial Management
Massachusetts
$27.8M -$5.48K 4 0.84% Reduced
556
PDT Partners
PDT Partners
New York
$27.8M +$3.22M 10 2.46% Increased
557
Energy Income Partners
Energy Income Partners
Connecticut
$27.7M -$1.75M 3 0.57% Reduced
558
Guggenheim Capital
Guggenheim Capital
Illinois
$27.7M -$19.6M 14 0.22% Reduced
559
Achmea Investment Management
Achmea Investment Management
Netherlands
$27.6M -$2.65M 4 0.45% Reduced
560
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$27.5M +$3.18M 6 0.18% Increased
561
Goodnow Investment Group
Goodnow Investment Group
Connecticut
$27.4M +$25.4M 1 2.7% New
562
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
$27.2M -$4.02M 5 7.14% Reduced
563
Dakota Wealth Management
Dakota Wealth Management
Florida
$27.2M +$562K 6 0.63% Increased
564
AssetMark Inc
AssetMark Inc
California
$27.2M +$1.01M 23 0.07% Increased
565
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$27M -$9.17M 8 0.49% Reduced
566
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$27M -$3.47M 1 1.47% Reduced
567
Lido Advisors
Lido Advisors
California
$26.9M +$6.81M 12 0.12% Increased
568
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$26.9M -$6.29M 5 1.05% Reduced
569
Generali Asset Management
Generali Asset Management
Italy
$26.8M +$28.5M 8 0.69% New
570
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$26.8M +$276K 3 0.63% Increased
571
MC
MIG Capital
California
$26.8M +$10.1M 1 2.76% Increased
572
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$26.7M +$171K 2 2.17% Increased
573
Atom Investors
Atom Investors
Texas
$26.7M -$9.9M 15 3.32% Reduced
574
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$26.7M +$856K 32 0.24% Increased
575
JWCA
J.W. Coons Advisors
Ohio
$26.7M -$197K 2 6.85% Reduced