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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
TCMG
TSP Capital Management Group
New Jersey
$33.6M -$32.6M 0 – Closed
552
Commerce Bank
Commerce Bank
Missouri
$33.6M -$29.5K 13 0.2% Reduced
553
Wealthfront Advisers
Wealthfront Advisers
California
$33.5M +$3.11M 11 0.09% Increased
554
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$33.4M +$704K 4 1.93% Increased
555
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$33.2M $0 1 3.26% Maintained
556
Lido Advisors
Lido Advisors
California
$33M -$3.33M 15 0.13% Reduced
557
ODDO BHF Asset Management
ODDO BHF Asset Management
France
$32.8M +$8.44M 8 1.25% Increased
558
GWM
Gitterman Wealth Management
New Jersey
$32.8M +$1.5M 24 7.64% Increased
559
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$32.7M -$978K 1 2.61% Reduced
560
Evelyn Partners Investment Management
Evelyn Partners Investment Management
$32.6M +$9.29M 8 1% Increased
561
VHMC
Value Holdings Management Company
New York
$32.6M $0 1 5.76% Maintained
562
Evercore Wealth Management
Evercore Wealth Management
New York
$32.1M -$2.16M 6 0.5% Reduced
563
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$32M -$611K 15 0.27% Reduced
564
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$32M +$3.15M 2 0.97% Increased
565
Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel
California
$31.9M +$11.2M 1 2.97% Increased
566
Applied Finance Capital Management
Applied Finance Capital Management
Puerto Rico
$31.8M -$7.79M 7 2.18% Reduced
567
MAM
Montanaro Asset Management
United Kingdom
$31.7M +$4.61M 5 8.18% Increased
568
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$31.5M +$64K 2 2.44% Increased
569
CIBC World Market
CIBC World Market
Ontario, Canada
$31.3M +$2.13M 11 0.06% Increased
570
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$31.3M +$319K 8 0.44% Increased
571
PDT Partners
PDT Partners
New York
$31.2M -$1.88M 11 1.77% Reduced
572
Twin Tree Management
Twin Tree Management
Texas
$31M +$25.4M 9 0.06% Increased
573
&Partners
&Partners
Tennessee
$31M +$6.45M 18 0.24% Increased
574
Mediolanum International Funds
Mediolanum International Funds
Ireland
$30.9M -$2.62M 4 0.37% Reduced
575
Greenleaf Trust
Greenleaf Trust
Michigan
$30.9M -$1.71M 10 0.27% Reduced