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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
601
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$12M +$231K 2 0.29% Increased
602
FBA
Front Barnett Associates
Illinois
$12M +$228K 3 2.24% Increased
603
CCM
Carderock Capital Management
Maryland
$12M -$10.6K 2 6.02% Reduced
604
IHL
Investment House LLC
California
$12M +$1.34M 2 1.93% Increased
605
OA
OFI Advisors
Pennsylvania
$12M -$442K 13 0.7% Reduced
606
PH
Pinnacle Holdings
Oklahoma
$12M -$216K 1 4.36% Reduced
607
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
$11.9M +$279K 4 0.98% Increased
608
PCP
P2 Capital Partners
New York
$11.9M -$6.04M 1 1.89% Reduced
609
MAM
Mastrapasqua Asset Management
Tennessee
$11.9M +$10.1M 2 2.88% Increased
610
WA
WFG Advisors
Texas
$11.9M +$110K 18 3.27% Increased
611
PWLP
Prio Wealth Limited Partnership
Massachusetts
$11.8M -$797K 3 0.61% Reduced
612
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$11.8M -$219K 5 0.69% Reduced
613
ARTA
A.R.T. Advisors
New York
$11.8M -$19.4M 8 0.39% Reduced
614
Personal Capital Advisors
Personal Capital Advisors
California
$11.8M +$1.78M 2 0.82% Increased
615
Churchill Management
Churchill Management
California
$11.7M +$540K 1 0.42% Increased
616
CIP
Champlain Investment Partners
Vermont
$11.7M +$9.2M 1 0.18% Increased
617
PAS
Professional Advisory Services
Florida
$11.7M +$210K 1 2.8% Increased
618
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$11.6M +$925K 1 0.1% Increased
619
Laurion Capital Management
Laurion Capital Management
New York
$11.5M +$11.1M 3 0.11% New
620
AAM
Aureus Asset Management
Massachusetts
$11.5M +$1.33M 2 2.42% Increased
621
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$11.5M +$5.33M 3 0.37% Increased
622
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$11.5M +$176K 9 0.32% Increased
623
HCM
Hodges Capital Management
Texas
$11.4M +$11.8M 2 0.42% Increased
624
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$11.4M +$79.5K 3 1.62% Increased
625
SAM
Strategy Asset Managers
California
$11.2M -$50.5K 1 2.5% Reduced