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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
626
Churchill Management
Churchill Management
California
$19.3M -$1.32M 1 0.42% Reduced
627
Veritable
Veritable
Delaware
$19.3M -$1.04M 7 0.39% Reduced
628
SIM
Sentry Investment Management
Wisconsin
$19.3M -$654K 5 1.05% Reduced
629
WDA
Wendell David Associates
New Hampshire
$19.1M -$380K 2 3.27% Reduced
630
ACM
Arosa Capital Management
Florida
$19M +$9.04M 3 2.92% Increased
631
BC
Blackstart Capital
New York
$19M +$459K 1 7.57% Increased
632
AAM
Aureus Asset Management
Massachusetts
$18.9M +$30.1K 3 2.93% Increased
633
GHCM
Glen Harbor Capital Management
California
$18.9M +$1.95M 11 0.43% Increased
634
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.8M +$935K 4 0.16% Increased
635
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$18.8M -$1.18M 16 0.94% Reduced
636
DAM
Delta Asset Management
Tennessee
$18.8M -$49.7K 8 2.66% Reduced
637
Washington Trust
Washington Trust
Rhode Island
$18.8M +$14.8M 3 1.06% Increased
638
Bridges Investment Management
Bridges Investment Management
Nebraska
$18.8M -$499K 4 1.51% Reduced
639
Chilton Capital Management
Chilton Capital Management
Texas
$18.8M -$956K 1 1.71% Reduced
640
Foresters Investment Management
Foresters Investment Management
New York
$18.7M -$2.3M 5 0.29% Reduced
641
SPC
Stewart & Patten Company
California
$18.7M -$1.14M 2 3.34% Reduced
642
HP
Hikari Power
Japan
$18.7M +$108K 2 2.21% Increased
643
Synovus Financial
Synovus Financial
Georgia
$18.6M +$1.27M 3 0.33% Increased
644
WB
Webster Bank
Connecticut
$18.6M +$13.8M 8 2.56% Increased
645
SRC
Stone Run Capital
New York
$18.6M -$1.05M 5 9.53% Reduced
646
1C
1060 Capital
Colorado
$18.5M +$17.8M 1 6.1% New
647
TCM
Twin Capital Management
Pennsylvania
$18.5M +$3.1M 3 0.91% Increased
648
BBA
BLB&B Advisors
Pennsylvania
$18.4M -$489K 5 2.63% Reduced
649
Alpha Cubed Investments
Alpha Cubed Investments
California
$18.4M +$1.89M 1 2.4% Increased
650
WAM
Weatherly Asset Management
California
$18.4M +$1.23M 5 4.44% Increased