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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$122M +$83.2M 8 0.27% Increased
227
BAM
Barrett Asset Management
New York
$122M +$191K 10 5.61% Increased
228
ACI
AMP Capital Investors
Australia
$121M +$3.09M 13 0.58% Increased
229
Royal London Asset Management
Royal London Asset Management
United Kingdom
$121M +$1.95M 8 0.49% Increased
230
Brookfield Corp
Brookfield Corp
Ontario, Canada
$121M +$5.54M 4 0.56% Increased
231
Lazard Asset Management
Lazard Asset Management
New York
$120M +$6.38M 23 0.13% Increased
232
ESCM
Echo Street Capital Management
New York
$119M -$15.1M 5 0.92% Reduced
233
Nomura Asset Management
Nomura Asset Management
Japan
$118M -$2.26M 8 0.68% Reduced
234
Geneva Capital Management
Geneva Capital Management
Wisconsin
$116M +$8.22M 4 1.89% Increased
235
Quilter Plc
Quilter Plc
United Kingdom
$111M +$6.6M 7 3.18% Increased
236
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$110M -$4.17M 20 0.48% Reduced
237
First Manhattan
First Manhattan
New York
$110M -$3.15M 25 0.4% Reduced
238
William Blair Investment Management
William Blair Investment Management
Illinois
$109M -$22.5M 6 0.34% Reduced
239
Osaic Holdings
Osaic Holdings
Arizona
$109M +$3.34M 42 0.24% Increased
240
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$108M -$33.4M 36 0.02% Reduced
241
Congress Asset Management
Congress Asset Management
Massachusetts
$108M +$2.53M 3 0.91% Increased
242
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$108M +$17.9M 5 1.35% Increased
243
Evercore Wealth Management
Evercore Wealth Management
New York
$107M +$700K 6 1.96% Increased
244
HighTower Advisors
HighTower Advisors
Illinois
$107M +$1.81M 20 0.31% Increased
245
Artemis Investment Management
Artemis Investment Management
United Kingdom
$106M +$30.6M 3 0.92% Increased
246
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$106M +$8.39M 9 0.58% Increased
247
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$106M +$15.6M 2 1.19% Increased
248
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$104M -$2.24M 6 1.54% Reduced
249
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$104M -$5.06M 16 0.39% Reduced
250
NEI
Northwest & Ethical Investments
Ontario, Canada
$103M +$17.6M 4 3.33% Increased