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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
Cannell & Spears
Cannell & Spears
New York
$23.8M +$18.3M 5 0.49% Increased
602
VHAM
Van Hulzen Asset Management
California
$23.7M +$1.27M 8 1.56% Increased
603
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$23.7M -$8.41M 6 0.48% Reduced
604
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$23.6M +$102K 14 0.85% Increased
605
AC
Avenir Corporation
Virginia
$23.6M -$3.67M 1 2.02% Reduced
606
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$23.5M +$920K 8 0.39% Increased
607
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$23.4M -$589K 7 0.5% Reduced
608
BOK Financial
BOK Financial
Oklahoma
$23.4M +$4.32M 14 0.43% Increased
609
TBA
Tower Bridge Advisors
Pennsylvania
$23.3M -$6.53M 3 2.37% Reduced
610
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$23.3M +$10.4M 1 0.83% Increased
611
HCM
Hutchinson Capital Management
California
$23.3M +$94K 2 4.71% Increased
612
SCM
Sirios Capital Management
Massachusetts
$23.3M +$1.43M 1 4.39% Increased
613
Country Trust Bank
Country Trust Bank
Illinois
$23.1M +$1.95M 4 0.6% Increased
614
WC
Westwind Capital
New Mexico
$23.1M +$384K 2 5.85% Increased
615
SAM
Shell Asset Management
Netherlands
$23M -$14.3M 17 1.05% Reduced
616
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$22.8M $0 2 0.51% Maintained
617
ROC
Running Oak Capital
Minnesota
$22.8M +$2.07M 2 3.65% Increased
618
Washington Trust
Washington Trust
Rhode Island
$22.6M -$14.2K 12 0.83% Reduced
619
Bridgewater Associates
Bridgewater Associates
Connecticut
$22.4M +$11.6M 6 0.11% Increased
620
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$22.4M -$2.68M 1 0.77% Reduced
621
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$22.4M -$467K 6 0.74% Reduced
622
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$22.2M +$1.33M 9 0.26% Increased
623
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$22.2M +$538K 9 0.56% Increased
624
SouthState Corp
SouthState Corp
Florida
$22.2M +$377K 8 1.73% Increased
625
KCM
Kanawha Capital Management
Virginia
$22.1M +$250K 3 1.76% Increased