← All themes

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
626
IIM
Ironwood Investment Management
Massachusetts
$9.29M +$202K 1 1.46% Increased
627
AL
AJO LP
Pennsylvania
$9.26M -$14.5M 3 0.04% Reduced
628
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$9.24M +$4.99M 7 0.87% Increased
629
JPMIA
J.P. Marvel Investment Advisors
Massachusetts
$9.24M -$14.1K 2 3.58% Reduced
630
SC
Skylands Capital
Wisconsin
$9.23M -$712K 3 1.03% Reduced
631
CT
Coastline Trust
Rhode Island
$9.12M -$607K 4 2.68% Reduced
632
GACM
Green Arrow Capital Management
New York
$9.1M +$2.99M 2 0.69% Increased
633
JEW
Jamison Eaton & Wood
New Jersey
$9.07M -$134K 2 2.5% Reduced
634
CL
Croft-Leominster
Maryland
$9.05M -$3.42M 3 1.48% Reduced
635
MWR
McAdams Wright Ragen
Washington
$9.02M +$181K 3 0.71% Increased
636
BP
Banyan Partners
Florida
$9.01M +$2.53M 4 0.8% Increased
637
AAC
Asset Advisors Corp
Georgia
$8.96M +$103K 1 2.55% Increased
638
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$8.95M +$716K 17 0.4% Increased
639
Harvard Management Company
Harvard Management Company
Massachusetts
$8.92M +$5.37M 1 0.73% Increased
640
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$8.9M +$5.24M 4 0.05% Increased
641
BST
Bath Savings Trust
Maine
$8.86M +$72.1K 1 3.87% Increased
642
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.82M $0 2 0.12% Maintained
643
DC
Deere & Company
Illinois
$8.78M -$1.06M 7 0.5% Reduced
644
MCM
Manchester Capital Management
Vermont
$8.75M -$34.2K 25 1.5% Reduced
645
OAM
Oxford Asset Management
United Kingdom
$8.74M +$91.2K 5 0.19% Increased
646
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$8.72M +$13.4K 1 1.16% Increased
647
MI
Markston International
New York
$8.71M -$1.13M 1 0.59% Reduced
648
CCM
Catapult Capital Management
New York
$8.62M +$7.61M 4 1.07% Increased
649
Wedge Capital Management
Wedge Capital Management
North Carolina
$8.58M -$896K 2 0.1% Reduced
650
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$8.5M -$69.6K 4 0.5% Reduced