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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
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$16.7M +$35.9K 5 1.3% Increased
652
NPPM
North Point Portfolio Managers
Ohio
$16.7M -$264K 3 2.34% Reduced
653
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$16.6M -$126K 1 0.71% Reduced
654
IHL
Investment House LLC
California
$16.6M -$95.3K 1 1.21% Reduced
655
GMT Capital
GMT Capital
Georgia
$16.5M +$16.9M 2 1.46% New
656
Zuckerman Investment Group
Zuckerman Investment Group
Illinois
$16.5M -$2.53M 1 2.73% Reduced
657
PineBridge Investments
PineBridge Investments
New York
$16.4M +$609K 4 0.2% Increased
658
WAM
Winslow Asset Management
Ohio
$16.4M -$239K 1 3.16% Reduced
659
Advisory Research
Advisory Research
Illinois
$16.3M -$1.47M 1 1.05% Reduced
660
Holocene Advisors
Holocene Advisors
New York
$16.2M +$8.45M 5 0.09% Increased
661
KLWA
Kelly Lawrence W & Associates
California
$16.2M +$9.6K 4 3.42% Increased
662
Park National Corp
Park National Corp
Ohio
$16.2M +$82.4K 4 0.68% Increased
663
ANI
American National Insurance
Texas
$16.1M -$6.29M 4 0.6% Reduced
664
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$16M -$123K 4 0.33% Reduced
665
SouthState Corp
SouthState Corp
Florida
$15.9M +$614K 7 1.34% Increased
666
CIBC World Market
CIBC World Market
Ontario, Canada
$15.9M -$26.3K 10 0.05% Reduced
667
Oak Ridge Investments
Oak Ridge Investments
Illinois
$15.9M -$326K 2 1.4% Reduced
668
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$15.9M -$5.15M 1 0.54% Reduced
669
Kintegral Advisory
Kintegral Advisory
New York
$15.8M $0 4 1.85% Maintained
670
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$15.7M -$116K 3 3.28% Reduced
671
SAM
Security Asset Management
New York
$15.7M -$575K 3 6.36% Reduced
672
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$15.7M -$1.73M 33 0.57% Reduced
673
CL
CIM LLC
New York
$15.7M +$236K 1 2.44% Increased
674
Jensen Investment Management
Jensen Investment Management
Oregon
$15.7M $0 1 0.12% Maintained
675
Pathstone Family Office
Pathstone Family Office
New Jersey
$15.6M +$2.01M 13 0.46% Increased