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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
751
VF
Virtu Financial
New York
$18.4M +$2.77M 8 0.58% Increased
752
NCM
Noesis Capital Mangement
Florida
$18.4M +$737K 1 2.22% Increased
753
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$18.4M -$160K 2 1.4% Reduced
754
Frontier Capital Management
Frontier Capital Management
Massachusetts
$18.4M +$14.7M 1 0.17% New
755
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$18.4M +$2.69M 10 0.31% Increased
756
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$18.3M +$1.21M 7 0.58% Increased
757
DCP
Distillate Capital Partners
Illinois
$18.3M -$14.6M 2 0.95% Reduced
758
XI
XXEC Inc
Oklahoma
$18.3M -$803K 1 2.37% Reduced
759
MIM
Meros Investment Management
Texas
$18.2M -$16.5K 1 5.79% Reduced
760
KC
Kintayl Capital
New York
$18.2M +$2.07M 2 7.24% Increased
761
HCM
Hutchinson Capital Management
California
$18.2M +$518K 2 3.12% Increased
762
Advisory Services Network
Advisory Services Network
Georgia
$18.2M -$587K 14 0.21% Reduced
763
Level Four Advisory Services
Level Four Advisory Services
Texas
$18.1M +$436K 9 0.51% Increased
764
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$18.1M -$2.21M 12 0.18% Reduced
765
Cary Street Partners
Cary Street Partners
Virginia
$18.1M +$6.03M 8 0.4% Increased
766
RT
Rockland Trust
Massachusetts
$18M -$11.4M 4 0.71% Reduced
767
WC
Woodstock Corp
Massachusetts
$18M +$369K 2 1.49% Increased
768
CFM
Capricorn Fund Managers
United Kingdom
$18M +$16M 2 1.42% Increased
769
Regions Financial Corp
Regions Financial Corp
Alabama
$17.9M -$1.62M 5 0.11% Reduced
770
BCC
Bridge City Capital
Oregon
$17.9M -$1.24M 5 4.09% Reduced
771
EP Wealth Advisors
EP Wealth Advisors
California
$17.8M -$203K 11 0.07% Reduced
772
IEFM
IQ EQ Fund Management
Ireland
$17.8M +$1.54M 13 1.13% Increased
773
RAM
Redmond Asset Management
Virginia
$17.8M -$2.59M 11 4.43% Reduced
774
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$17.7M -$296K 4 0.57% Reduced
775
Evercore Wealth Management
Evercore Wealth Management
New York
$17.7M -$2.28M 5 0.25% Reduced