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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
FPFS
First Personal Financial Services
North Carolina
$15.9M -$226K 7 4.34% Reduced
652
Park National Corp
Park National Corp
Ohio
$15.8M -$259K 4 0.69% Reduced
653
Palisade Capital Management
Palisade Capital Management
New Jersey
$15.7M +$1.78M 3 0.37% Increased
654
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$15.7M -$555K 11 0.75% Reduced
655
KA
Kintegral Advisory
New York
$15.7M $0 4 2.01% Maintained
656
MCM
Mattern Capital Management
Colorado
$15.6M +$453K 3 3.37% Increased
657
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$15.5M -$5.97M 5 0.81% Reduced
658
NPPM
North Point Portfolio Managers
Ohio
$15.4M +$135K 3 2.23% Increased
659
EIM
Essex Investment Management
Massachusetts
$15.4M +$2.04M 11 1.88% Increased
660
TIS
Tortoise Index Solutions
Kansas
$15.3M +$5.08M 16 3.68% Increased
661
WAM
Winslow Asset Management
Ohio
$15.2M -$294K 1 3.08% Reduced
662
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$15.1M +$6.56M 4 0.03% Increased
663
SAM
Security Asset Management
New York
$15.1M -$618K 3 6.23% Reduced
664
SH
SeaTown Holdings
Singapore
$15.1M +$14.9M 1 0.84% New
665
PDM
Penn Davis McFarland
Texas
$15.1M -$183K 1 2.89% Reduced
666
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$15.1M +$2.52M 4 0.39% Increased
667
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$15M -$1.35M 5 0.16% Reduced
668
GIA
GHP Investment Advisors
Colorado
$15M -$435K 2 1.3% Reduced
669
1CP
11 Capital Partners
Connecticut
$14.9M -$5.73M 1 3.4% Reduced
670
CU
CQS (US)
New York
$14.8M -$1.86M 2 0.93% Reduced
671
RHJA
Rice Hall James & Associates
California
$14.8M -$2.44M 5 0.48% Reduced
672
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$14.7M -$544K 3 3.19% Reduced
673
CL
CIM LLC
New York
$14.7M -$131K 1 2.63% Reduced
674
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$14.6M -$4.23M 2 0.11% Reduced
675
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$14.6M +$955K 13 0.24% Increased