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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
Mercer Global Advisors
Mercer Global Advisors
Colorado
$11.1M -$599K 11 0.2% Reduced
702
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$11M +$4.4M 3 0.79% Increased
703
RCP
Rothschild Capital Partners
New York
$11M $0 1 4.59% Maintained
704
Beck Bode LLC
Beck Bode LLC
Massachusetts
$11M -$24K 1 4.5% Reduced
705
Chilton Investment Company
Chilton Investment Company
Connecticut
$11M -$1.33M 2 0.36% Reduced
706
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$10.9M +$154K 3 1.16% Increased
707
Parsons Capital Management
Parsons Capital Management
Rhode Island
$10.8M +$23.4K 6 1.15% Increased
708
BCM
Brigade Capital Management
New York
$10.7M -$208K 1 0.46% Reduced
709
AWM
Altavista Wealth Management
North Carolina
$10.7M +$127K 3 3.1% Increased
710
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$10.7M +$8.71M 10 0.53% Increased
711
Noesis Capital Mangement
Noesis Capital Mangement
Florida
$10.7M -$568K 1 3.38% Reduced
712
AIM
Arcadia Investment Management
Michigan
$10.6M -$48.5K 6 2.59% Reduced
713
CEI
Clark Estates Inc
New York
$10.6M +$9.3M 1 1.86% New
714
Ashfield Capital Partners
Ashfield Capital Partners
California
$10.6M +$107K 6 1.05% Increased
715
TWMP
Taylor Wealth Management Partners
Massachusetts
$10.5M -$978K 1 5.35% Reduced
716
Westwood Holdings Group
Westwood Holdings Group
Texas
$10.4M -$3.8M 1 0.14% Reduced
717
Xponance
Xponance
Pennsylvania
$10.4M +$9.9M 9 0.27% New
718
Advisornet Financial
Advisornet Financial
Minnesota
$10.3M +$172K 19 0.83% Increased
719
NC
NBW Capital
Massachusetts
$10.3M -$168K 2 3.69% Reduced
720
LCG
Lisanti Capital Growth
New York
$10.2M +$2.83M 1 2.08% Increased
721
Cinctive Capital Management
Cinctive Capital Management
New York
$10.2M +$9.36M 3 1.17% New
722
SVB Wealth
SVB Wealth
Massachusetts
$10.1M -$322K 4 0.19% Reduced
723
North Growth Management
North Growth Management
British Columbia, Canada
$10.1M -$244K 2 2.42% Reduced
724
TDAM USA
TDAM USA
Ontario, Canada
$10.1M -$1.09M 3 0.73% Reduced
725
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$10.1M -$2.24M 7 0.71% Reduced