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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
HighTower Advisors
HighTower Advisors
Illinois
$117M -$2.46M 19 0.98% Reduced
227
Congress Asset Management
Congress Asset Management
Massachusetts
$116M -$1.83M 4 1.63% Reduced
228
Arizona State Retirement System
Arizona State Retirement System
Arizona
$116M -$2.53M 15 1.17% Reduced
229
R.M. Davis Inc
R.M. Davis Inc
Maine
$115M -$811K 6 4.6% Reduced
230
Westfield Capital Management
Westfield Capital Management
Massachusetts
$115M -$282K 1 0.88% Reduced
231
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$114M +$120M 4 1.36% New
232
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$114M +$12M 10 0.53% Increased
233
GIM
GCA Investment Management
New York
$113M -$1.25M 5 21.13% Reduced
234
MPIA
Mountain Pacific Investment Advisers
Idaho
$112M +$14.9M 6 11.54% Increased
235
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$111M -$22.3M 9 0.94% Reduced
236
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$111M -$1.75M 2 3.69% Reduced
237
IAMA
Impax Asset Management (AIFM)
United Kingdom
$110M -$19.3M 7 31.81% Reduced
238
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$109M -$1.25M 4 1.71% Reduced
239
Magellan Asset Management
Magellan Asset Management
Australia
$109M +$59.6M 5 0.4% Increased
240
Alyeska Investment Group
Alyeska Investment Group
Illinois
$108M +$110M 2 0.9% Increased
241
Beck Mack & Oliver
Beck Mack & Oliver
New York
$108M -$1.24M 2 3.64% Reduced
242
Welch & Forbes
Welch & Forbes
Massachusetts
$108M +$2.38M 8 2.78% Increased
243
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$107M -$1.41M 7 0.95% Reduced
244
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$107M -$11.3M 7 0.27% Reduced
245
Natixis
Natixis
France
$107M -$11.2M 7 0.66% Reduced
246
Suntrust Banks
Suntrust Banks
Georgia
$106M +$9.2M 10 0.59% Increased
247
CHAM
Clear Harbor Asset Management
Connecticut
$105M -$88.8K 9 20.43% Reduced
248
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$104M +$18.4M 4 2.04% Increased
249
NSCM
New South Capital Management
Tennessee
$103M -$8.51M 1 2.59% Reduced
250
Fred Alger Management
Fred Alger Management
New York
$103M -$16.2M 6 0.48% Reduced