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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
PAR Capital Management
PAR Capital Management
Massachusetts
$86.3M +$1.05M 2 1.13% Increased
227
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$85.7M +$12.2K 9 2.15% Increased
228
Beck Mack & Oliver
Beck Mack & Oliver
New York
$85.5M -$8.28M 1 3.07% Reduced
229
Robeco Schweiz
Robeco Schweiz
Switzerland
$84.6M -$20.1M 6 7.78% Reduced
230
Baird Financial Group
Baird Financial Group
Wisconsin
$84.6M +$3.99M 13 0.73% Increased
231
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$84.4M -$2.41M 5 0.47% Reduced
232
WCMNY
Westchester Capital Management (New York)
New York
$83.9M +$2.83M 1 2.12% Increased
233
Cohen & Steers
Cohen & Steers
New York
$83.6M +$7.3M 1 0.23% Increased
234
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$83.5M +$12.1M 3 1.62% Increased
235
R.M. Davis Inc
R.M. Davis Inc
Maine
$82.8M +$12.5M 6 3.96% Increased
236
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$81.8M +$4.71M 7 0.21% Increased
237
CAM
CGOV Asset Management
Ontario, Canada
$80.8M +$2.08M 1 2.98% Increased
238
NSCM
New South Capital Management
Tennessee
$78.9M -$903K 1 1.88% Reduced
239
MPIA
Mountain Pacific Investment Advisers
Idaho
$78.8M +$3.27M 5 8.45% Increased
240
Point72 Asset Management
Point72 Asset Management
Connecticut
$78.4M +$38.1M 5 0.55% Increased
241
OA
Omega Advisors
New York
$78M -$10.7M 1 3.44% Reduced
242
Nuveen
Nuveen
North Carolina
$77.5M +$15.7M 11 0.39% Increased
243
1WCM
12 West Capital Management
New York
$77M +$1.78M 1 13.69% Increased
244
RHBC
R.H. Bluestein & Co
Michigan
$76.7M +$2.16M 8 5% Increased
245
CHAM
Clear Harbor Asset Management
Connecticut
$76.7M -$1.25M 8 16.15% Reduced
246
RHJA
Rice Hall James & Associates
California
$76.4M -$10.4M 4 3.85% Reduced
247
HCM
Holland Capital Management
Illinois
$74.8M -$2.66M 2 3.15% Reduced
248
Williams Jones & Associates
Williams Jones & Associates
New York
$74.5M +$1.67M 5 2.13% Increased
249
Welch & Forbes
Welch & Forbes
Massachusetts
$74.5M +$3.81M 8 2.23% Increased
250
WPL
WINDACRE PARTNERSHIP LLC
Texas
$74.2M +$13.8M 1 24.3% Increased