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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
226
HCM
Highfields Capital Management
Massachusetts
$80.3M +$4.23M 2 0.63% Increased
227
HighTower Advisors
HighTower Advisors
Illinois
$80.3M +$1.96M 13 1.36% Increased
228
Raymond James & Associates
Raymond James & Associates
Florida
$80.3M +$4.8M 15 0.46% Increased
229
EARNEST Partners
EARNEST Partners
Georgia
$79.8M +$2.08M 2 0.67% Increased
230
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$79.6M -$1.71M 5 0.91% Reduced
231
Suntrust Banks
Suntrust Banks
Georgia
$79M -$1.2M 10 0.56% Reduced
232
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$78.7M -$4.15M 6 0.62% Reduced
233
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$77M +$4.37M 7 1.78% Increased
234
Macquarie Group
Macquarie Group
Australia
$76.5M -$8.46M 8 0.16% Reduced
235
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$76M +$10.8M 8 0.62% Increased
236
Capital Guardian Trust
Capital Guardian Trust
California
$75.7M -$2.75M 3 0.54% Reduced
237
CHAM
Clear Harbor Asset Management
Connecticut
$75.7M +$244K 8 16.8% Increased
238
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$75.4M -$10.1M 9 0.63% Reduced
239
Alkeon Capital Management
Alkeon Capital Management
New York
$75M +$31M 1 1.49% Increased
240
City National Bank
City National Bank
Delaware
$75M +$2.29M 5 0.69% Increased
241
LI
LMCG Investments
Massachusetts
$74.4M -$8.97M 5 1.67% Reduced
242
Aviva
Aviva
United Kingdom
$73.9M +$1.83M 8 0.58% Increased
243
Chilton Investment Company
Chilton Investment Company
Connecticut
$73.3M +$20M 3 2.46% Increased
244
SG Americas Securities
SG Americas Securities
New York
$73M +$1.32M 15 0.43% Increased
245
Wasatch Advisors
Wasatch Advisors
Utah
$72.7M -$9.7M 2 0.76% Reduced
246
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$72.7M +$18.3M 6 1.45% Increased
247
SAM
Southernsun Asset Management
Tennessee
$72.4M +$13.7M 1 1.42% Increased
248
Bahl & Gaynor
Bahl & Gaynor
Ohio
$72.4M -$714K 3 1.08% Reduced
249
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$72M +$10M 3 1.59% Increased
250
AC
Ascend Capital
California
$71.5M +$37.4M 1 2.12% Increased