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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
801
Washington Trust
Washington Trust
Rhode Island
$16.5M -$441K 4 0.51% Reduced
802
LOIM
Liberty One Investment Management
Illinois
$16.5M +$16.1M 1 1.65% New
803
MC
Moors & Cabot
Massachusetts
$16.5M +$6.35K 12 0.64% Increased
804
Norinchukin Bank
Norinchukin Bank
Japan
$16.5M -$80.1K 8 0.16% Reduced
805
Summit Financial
Summit Financial
New Jersey
$16.4M +$1.2M 12 0.18% Increased
806
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$16.4M -$2.91M 8 0.21% Reduced
807
DLP
De Lisle Partners
United Kingdom
$16.3M -$271K 3 1.78% Reduced
808
Jensen Investment Management
Jensen Investment Management
Oregon
$16.3M -$112K 1 0.39% Reduced
809
Mizuho Securities USA
Mizuho Securities USA
New York
$16.2M +$2.27M 7 0.26% Increased
810
TCM
Tributary Capital Management
Nebraska
$16.2M -$359K 2 1.34% Reduced
811
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$16.2M +$919K 2 0.09% Increased
812
CFM
Catalyst Funds Management
Australia
$16.2M +$11.9M 10 0.91% Increased
813
LIM
Lathrop Investment Management
Arkansas
$16.1M +$338K 1 2.86% Increased
814
FCIM
Fairview Capital Investment Management
California
$16.1M +$6.26M 1 0.85% Increased
815
CI
Capital Innovations
Wisconsin
$16.1M +$15.2M 4 4.17% New
816
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
$16M +$451K 3 1.94% Increased
817
DSCM
Divisadero Street Capital Management
Florida
$16M -$19.3M 1 0.36% Reduced
818
OIMU
Osmosis Investment Management UK
United Kingdom
$16M -$18.3M 3 0.74% Reduced
819
Ancora Advisors
Ancora Advisors
Ohio
$16M +$2.76M 18 0.31% Increased
820
CTA
Chesley Taft & Associates
Illinois
$15.9M +$92.5K 6 0.62% Increased
821
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$15.9M -$274K 7 0.31% Reduced
822
GJL
Gendell Jeffrey L
$15.8M +$46.5K 2 0.14% Increased
823
CM
CoreCommodity Management
Connecticut
$15.8M +$8.54M 9 3.14% Increased
824
Sterling Capital Management
Sterling Capital Management
North Carolina
$15.7M +$2.14M 37 0.27% Increased
825
Clearstead Advisors
Clearstead Advisors
Ohio
$15.7M -$6.25M 38 0.15% Reduced