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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
GWI
Grace & White Inc
New York
$12.2M -$328K 2 2.63% Reduced
652
William Blair Investment Management
William Blair Investment Management
Illinois
$12.2M -$723K 2 0.05% Reduced
653
ICM
Intrepid Capital Management
Florida
$12.2M -$9.87M 1 5.36% Reduced
654
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$12.2M +$3.26M 5 0.76% Increased
655
CCM
Cadence Capital Management
Massachusetts
$12.1M +$2.03M 6 0.85% Increased
656
Intact Investment Management
Intact Investment Management
Quebec, Canada
$12.1M +$740K 3 0.45% Increased
657
KLWA
Kelly Lawrence W & Associates
California
$12.1M +$177K 4 2.68% Increased
658
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$12.1M -$138K 5 0.35% Reduced
659
ORI
Oak Ridge Investments
Illinois
$12M -$4.71M 1 0.39% Reduced
660
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$12M +$1.05M 4 1.6% Increased
661
SGCIA
Smith Graham & Co Investment Advisors
Texas
$12M -$250K 2 1.3% Reduced
662
TI
Trigran Investments
Illinois
$12M -$134K 1 3.21% Reduced
663
RCAG
Rehmann Capital Advisory Group
Michigan
$11.9M +$54.1K 2 2.18% Increased
664
MAP
Managed Asset Portfolios
Michigan
$11.9M -$288K 1 4.69% Reduced
665
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$11.8M +$2.89M 14 0.94% Increased
666
BST
Bath Savings Trust
Maine
$11.8M -$114K 2 3.64% Reduced
667
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$11.8M +$11.4M 2 0.08% New
668
Sentry Investments
Sentry Investments
Ontario, Canada
$11.8M +$3.69M 1 0.09% Increased
669
AAM
Aureus Asset Management
Massachusetts
$11.8M +$364K 3 2.31% Increased
670
Foresters Investment Management
Foresters Investment Management
New York
$11.7M -$2.06M 2 0.21% Reduced
671
IAM
Impax Asset Management
New Hampshire
$11.7M -$2.76M 2 0.66% Reduced
672
GCP
GSA Capital Partners
United Kingdom
$11.5M -$396K 16 0.69% Reduced
673
WCM
Windward Capital Management
California
$11.5M -$3.61M 2 2.19% Reduced
674
Caxton Associates (New York)
Caxton Associates (New York)
New York
$11.5M +$8.47M 1 0.52% Increased
675
MCM
Maple Capital Management
Vermont
$11.5M -$15.1K 2 3.61% Reduced