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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
AIM
Arcadia Investment Management
Michigan
$11.2M -$863K 2 3.35% Reduced
652
Webster Bank
Webster Bank
Connecticut
$11.1M -$144K 2 1.96% Reduced
653
CCM
Carderock Capital Management
Maryland
$11M -$233K 2 5.67% Reduced
654
CCM
Catapult Capital Management
New York
$11M +$783K 3 1.18% Increased
655
Huber Capital Management
Huber Capital Management
California
$11M -$617K 1 0.32% Reduced
656
Sandhill Capital Partners
Sandhill Capital Partners
New York
$11M +$2.33M 2 3.91% Increased
657
CSM
Central Square Management
Illinois
$10.9M +$5.86M 1 10.57% Increased
658
CC
Carlson Capital
Texas
$10.9M -$8.36M 1 0.12% Reduced
659
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$10.9M +$76.6K 3 1.65% Increased
660
Profund Advisors
Profund Advisors
Maryland
$10.8M -$3.94M 10 0.51% Reduced
661
FGA
Flood Gamble Associates
New York
$10.8M -$885K 1 4.85% Reduced
662
Dearborn Partners
Dearborn Partners
Illinois
$10.8M +$930K 4 1.05% Increased
663
MAM
Mizuho Asset Management
Japan
$10.8M -$717K 8 2.32% Reduced
664
ZCG
Zesiger Capital Group
New York
$10.7M -$1.2M 1 4.5% Reduced
665
WI
Wafra Inc
New York
$10.6M -$2.35M 1 1.23% Reduced
666
Moore Capital Management
Moore Capital Management
New York
$10.6M +$5.18M 4 0.25% Increased
667
Bath Savings Trust
Bath Savings Trust
Maine
$10.6M +$162K 2 3.99% Increased
668
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$10.5M +$1.1M 3 0.42% Increased
669
HITE Hedge Asset Management
HITE Hedge Asset Management
Massachusetts
$10.4M -$1.36M 1 2.82% Reduced
670
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$10.4M +$255K 2 2.82% Increased
671
AIA
Affinity Investment Advisors
California
$10.3M -$1.3M 2 1.05% Reduced
672
Professional Advisory Services
Professional Advisory Services
Florida
$10.3M +$273K 1 2.49% Increased
673
Rehmann Capital Advisory Group
Rehmann Capital Advisory Group
Michigan
$10.3M +$285K 2 2.43% Increased
674
UBS O'Connor
UBS O'Connor
Illinois
$10.2M -$29.1M 2 0.18% Reduced
675
LGT Capital Partners
LGT Capital Partners
Switzerland
$10.1M +$5.68M 1 2.62% Increased