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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
ALPS Advisors
ALPS Advisors
Colorado
$117M +$6.41M 3 0.76% Increased
227
PGGM Investments
PGGM Investments
Netherlands
$117M -$17M 3 0.64% Reduced
228
R.M. Davis Inc
R.M. Davis Inc
Maine
$117M -$84.3K 6 4.54% Reduced
229
HFA
Harvest Fund Advisors
Pennsylvania
$116M +$206K 1 1.18% Increased
230
Fred Alger Management
Fred Alger Management
New York
$116M +$11.8M 6 0.49% Increased
231
AMF Tjänstepension
AMF Tjänstepension
Sweden
$115M -$4.47M 4 1.11% Reduced
232
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$114M -$924K 10 0.52% Reduced
233
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$114M -$6.9M 21 0.77% Reduced
234
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$114M +$1.95M 9 0.95% Increased
235
Suntrust Banks
Suntrust Banks
Georgia
$112M +$3.06M 11 0.61% Increased
236
Natixis
Natixis
France
$112M +$2.42M 9 0.59% Increased
237
Marshall Wace
Marshall Wace
United Kingdom
$111M +$78.2M 5 1.66% Increased
238
Welch & Forbes
Welch & Forbes
Massachusetts
$111M +$2.13M 8 2.86% Increased
239
William Blair Investment Management
William Blair Investment Management
Illinois
$110M -$4.64M 5 0.41% Reduced
240
Arizona State Retirement System
Arizona State Retirement System
Arizona
$110M -$7.63M 15 1.11% Reduced
241
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$110M -$2.49M 2 3.61% Reduced
242
NIMI
Natixis Investment Managers International
France
$109M +$6.66M 8 6.02% Increased
243
IAMA
Impax Asset Management (AIFM)
United Kingdom
$109M +$6.29M 7 28.96% Increased
244
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$109M +$11.8M 7 1.1% Increased
245
Stockbridge Partners
Stockbridge Partners
Massachusetts
$107M $0 1 4.47% Maintained
246
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$106M -$8.42M 3 1.59% Reduced
247
Calamos Advisors
Calamos Advisors
Illinois
$105M +$6.11M 3 0.64% Increased
248
ACM
Argent Capital Management
Missouri
$104M -$14.7M 2 3.76% Reduced
249
CHAM
Clear Harbor Asset Management
Connecticut
$104M -$500K 9 19.46% Reduced
250
Alyeska Investment Group
Alyeska Investment Group
Illinois
$104M -$4.09M 2 0.93% Reduced