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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
701
VC
Vestor Capital
Illinois
$9.28M +$46.8K 1 2.54% Increased
702
KAM
Keeley Asset Management
Illinois
$9.28M -$238K 3 0.39% Reduced
703
CCM
Cadence Capital Management
Massachusetts
$9.27M +$475K 3 0.68% Increased
704
PCM
Parsons Capital Management
Rhode Island
$9.16M -$210K 7 1.23% Reduced
705
KCP
KDI Capital Partners
North Carolina
$9.15M -$4.64M 1 3.51% Reduced
706
NRS
Neville Rodie & Shaw
New York
$9.12M -$73.4K 4 1.07% Reduced
707
CL
CIM LLC
New York
$9.12M -$966 1 4.28% Reduced
708
Chilton Capital Management
Chilton Capital Management
Texas
$9.04M +$851K 5 0.91% Increased
709
SCA
Stillwater Capital Advisors
Pennsylvania
$9.03M +$20.8K 1 2.63% Increased
710
UFG
United Fire Group
Iowa
$8.99M $0 3 3.58% Maintained
711
WIC
Wilkins Investment Counsel
Massachusetts
$8.99M +$22.4K 1 3.02% Increased
712
AssetMark Inc
AssetMark Inc
California
$8.94M -$568K 11 0.14% Reduced
713
SBIA
Sheaff Brock Investment Advisors
Indiana
$8.9M -$778K 3 1.19% Reduced
714
Churchill Management
Churchill Management
California
$8.89M +$9.03M 1 0.36% New
715
1SB
1ST Source Bank
Indiana
$8.82M +$76.4K 4 0.93% Increased
716
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$8.82M -$11.2M 11 0.57% Reduced
717
Tocqueville Asset Management
Tocqueville Asset Management
New York
$8.78M -$738K 6 0.11% Reduced
718
BA
Boston Advisors
Massachusetts
$8.76M +$226K 4 0.22% Increased
719
VCM
Vigilant Capital Management
Maine
$8.73M -$19.9K 5 1.55% Reduced
720
BFA
Beaumont Financial Advisors
Massachusetts
$8.71M +$4.17M 1 1.38% Increased
721
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$8.67M +$341K 3 0.9% Increased
722
HP
Hikari Power
Japan
$8.63M $0 2 1.03% Maintained
723
DC
Deere & Company
Illinois
$8.63M -$930K 7 0.46% Reduced
724
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$8.62M +$1.17M 9 0.47% Increased
725
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.61M +$6.01M 5 0.06% Increased