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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
CPP
Crow Point Partners
Massachusetts
$18.3M -$2.64M 1 2.88% Reduced
652
RIL
Rothschild Investment LLC
Illinois
$18.3M -$522K 2 1.99% Reduced
653
HA
Heartland Advisors
Wisconsin
$18.2M -$37K 2 1.17% Reduced
654
River Road Asset Management
River Road Asset Management
Kentucky
$18.2M +$809K 1 0.34% Increased
655
CS
Central Securities
New York
$18.1M $0 1 2.9% Maintained
656
LG
LaFleur & Godfrey
Michigan
$18.1M -$123K 2 4.45% Reduced
657
Quantbot Technologies
Quantbot Technologies
New York
$18.1M +$10.2M 8 1.67% Increased
658
KB
Kimelman & Baird
New York
$18M +$224K 2 2.56% Increased
659
OAMG
Odey Asset Management Group
United Kingdom
$18M -$154K 1 1.64% Reduced
660
Causeway Capital Management
Causeway Capital Management
California
$18M -$100K 1 0.19% Reduced
661
Todd Asset Management
Todd Asset Management
Kentucky
$18M -$2.43M 1 0.49% Reduced
662
FBA
Front Barnett Associates
Illinois
$17.9M -$146K 3 2.97% Reduced
663
VNA
VNBTrust National Association
Virginia
$17.8M -$32.6K 1 10.39% Reduced
664
NC
NBW Capital
Massachusetts
$17.8M +$2.83M 2 4.68% Increased
665
SGCIA
Smith Graham & Co Investment Advisors
Texas
$17.7M +$1.61M 2 1.66% Increased
666
MCM
Manchester Capital Management
Vermont
$17.7M +$64.1K 28 2.63% Increased
667
RIM
Redpoint Investment Management
Australia
$17.6M +$17.4M 10 0.97% New
668
TEC
Tiger Eye Capital
Tennessee
$17.6M +$12.3M 1 2.91% Increased
669
PAM
Premier Asset Management
Illinois
$17.4M -$901K 3 3.88% Reduced
670
Engineers Gate Manager
Engineers Gate Manager
New York
$17.3M +$12.7M 7 1.18% Increased
671
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$17.1M +$746K 1 0.25% Increased
672
TI
Trigran Investments
Illinois
$17.1M +$134K 1 3.83% Increased
673
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$17M +$497K 7 1.21% Increased
674
LCP
LGT Capital Partners
Switzerland
$17M +$139K 1 1.59% Increased
675
CC
Cipher Capital
New York
$17M +$4.33M 6 1.35% Increased