← All themes

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
M
Mirova
France
$128M -$11.7M 4 16.53% Reduced
227
Two Sigma Advisers
Two Sigma Advisers
New York
$127M +$109M 15 0.33% Increased
228
Nissay Asset Management
Nissay Asset Management
Japan
$127M -$28.2M 9 1.08% Reduced
229
Lazard Asset Management
Lazard Asset Management
New York
$126M -$21.1K 22 0.14% Reduced
230
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$125M -$8.07M 7 1.16% Reduced
231
Martingale Asset Management
Martingale Asset Management
Massachusetts
$124M -$12.7M 17 1.62% Reduced
232
Comerica Bank
Comerica Bank
Texas
$124M -$8.33M 24 0.74% Reduced
233
Osaic Holdings
Osaic Holdings
Arizona
$121M +$11.6M 41 0.25% Increased
234
Quilter Plc
Quilter Plc
United Kingdom
$121M +$5.99M 7 3.37% Increased
235
Marshall Wace North America
Marshall Wace North America
New York
$120M -$52M 12 0.51% Reduced
236
EULAV Asset Management
EULAV Asset Management
Florida
$120M +$26 4 3.18% Increased
237
First Manhattan
First Manhattan
New York
$117M -$1.12M 26 0.43% Reduced
238
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$115M +$6.46M 23 0.5% Increased
239
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$113M +$3.56M 6 0.44% Increased
240
Congress Asset Management
Congress Asset Management
Massachusetts
$112M +$10.2M 3 0.88% Increased
241
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$111M +$6.52M 9 0.55% Increased
242
ACI
AMP Capital Investors
Australia
$111M -$12.5M 14 0.61% Reduced
243
Geneva Capital Management
Geneva Capital Management
Wisconsin
$110M -$4.62M 4 1.87% Reduced
244
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$109M +$70.4M 15 0.35% Increased
245
1832 Asset Management
1832 Asset Management
Ontario, Canada
$109M -$42.6M 8 0.2% Reduced
246
Boston Trust Walden
Boston Trust Walden
Massachusetts
$108M +$2.68M 8 0.96% Increased
247
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$105M +$26.8M 10 0.18% Increased
248
Aviva
Aviva
United Kingdom
$105M +$11M 12 0.47% Increased
249
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$104M +$18.7M 14 0.57% Increased
250
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$104M -$2M 6 1.5% Reduced