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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
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$6.99M -$29.5M 3 0.18% Reduced
752
Amalgamated Bank
Amalgamated Bank
New York
$6.98M +$186K 10 0.73% Increased
753
CC
CQS Cayman
Cayman Islands
$6.97M +$7.53M 1 0.58% New
754
FSA
Franklin Street Advisors
North Carolina
$6.97M -$408K 2 1.38% Reduced
755
Creative Planning
Creative Planning
Kansas
$6.94M +$2.2M 28 0.06% Increased
756
GE
General Electric
Ohio
$6.93M -$1.94M 2 0.02% Reduced
757
PWP
Private Wealth Partners
California
$6.89M +$86.1K 3 1.73% Increased
758
TCM
Tran Capital Management
California
$6.88M +$756K 1 0.17% Increased
759
PTC
Philadelphia Trust Company
Pennsylvania
$6.87M +$6.57M 4 0.62% Increased
760
SMI
Shelter Mutual Insurance
Missouri
$6.83M $0 1 2.24% Maintained
761
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$6.78M +$62K 3 0.9% Increased
762
CFA
Carroll Financial Associates
North Carolina
$6.76M +$88.1K 8 1.5% Increased
763
TCM
Twin Capital Management
Pennsylvania
$6.74M +$59.4K 2 0.64% Increased
764
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$6.71M +$2.06M 2 0.65% Increased
765
MCM
Monarch Capital Management
Indiana
$6.66M +$518K 2 2.71% Increased
766
FNB
First Niagara Bank
New York
$6.65M -$72.1K 3 1.74% Reduced
767
1SB
1ST Source Bank
Indiana
$6.64M -$15.4K 4 0.76% Reduced
768
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$6.5M +$84.6K 2 1.33% Increased
769
ECML
Eagle Capital Management (Louisiana)
Louisiana
$6.49M +$3.37K 2 7.63% Increased
770
CWM
Cabot Wealth Management
Massachusetts
$6.48M +$1.53M 1 1.79% Increased
771
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$6.44M -$1.59M 2 0.05% Reduced
772
First Horizon Advisors
First Horizon Advisors
Tennessee
$6.42M +$2.13M 7 0.99% Increased
773
CIM
Calvert Investment Management
Maryland
$6.41M +$360K 6 0.32% Increased
774
GAAM
Guinness Atkinson Asset Management
California
$6.4M $0 1 4.08% Maintained
775
HM Payson & Co
HM Payson & Co
Maine
$6.39M -$39.6K 3 0.35% Reduced