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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
651
TNB
Thomasville National Bank
Georgia
$24.5M +$25M 2 1.34% New
652
Horizon Investments
Horizon Investments
North Carolina
$24.4M -$6.24M 19 0.27% Reduced
653
AAM
Aureus Asset Management
Massachusetts
$24.1M -$44.5K 4 1.46% Reduced
654
Parallel Advisors
Parallel Advisors
California
$24.1M -$1.31M 39 0.37% Reduced
655
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$24M +$2.57M 2 0.38% Increased
656
London Company of Virginia
London Company of Virginia
Virginia
$23.8M -$1.13M 1 0.14% Reduced
657
WesBanco Bank
WesBanco Bank
West Virginia
$23.7M +$2.6M 9 0.59% Increased
658
TFA
Toth Financial Advisory
Virginia
$23.7M -$2.08M 8 2.31% Reduced
659
CCIA
Campbell & Co Investment Adviser
Maryland
$23.6M +$9.49M 9 1.24% Increased
660
PGCM
Prescott Group Capital Management
Oklahoma
$23.6M $0 3 2.04% Maintained
661
Cannell & Spears
Cannell & Spears
New York
$23.4M +$1.3M 7 0.42% Increased
662
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$23.4M +$2.61M 26 0.06% Increased
663
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$23.3M -$2.48M 15 0.52% Reduced
664
OPW
Osprey Private Wealth
New York
$23.3M +$92.2K 3 6.02% Increased
665
FMI
F/M Investments
District of Columbia
$23.3M -$602K 4 1.18% Reduced
666
Boothbay Fund Management
Boothbay Fund Management
New York
$23.2M -$182K 12 0.31% Reduced
667
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$23.2M -$15.8M 3 0.16% Reduced
668
AFCM
Applied Finance Capital Management
Puerto Rico
$23.2M -$677K 3 1.72% Reduced
669
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$23.1M +$618K 8 0.3% Increased
670
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$23M -$559K 4 1% Reduced
671
DPCM
Doma Perpetual Capital Management
Florida
$23M +$12.8M 1 5.33% Increased
672
TI
Trigran Investments
Illinois
$22.8M +$15.5M 1 4.18% Increased
673
SummitTX Capital
SummitTX Capital
Texas
$22.8M +$13.2M 8 0.59% Increased
674
UMB Bank
UMB Bank
Missouri
$22.8M -$602K 26 0.29% Reduced
675
TCOV
Trust Company of Vermont
Vermont
$22.7M +$21.6M 20 0.85% New