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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
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$163M +$3.97M 8 1.98% Increased
227
First Manhattan
First Manhattan
New York
$161M +$10.2M 20 0.42% Increased
228
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$161M -$20.8M 3 5.13% Reduced
229
1832 Asset Management
1832 Asset Management
Ontario, Canada
$158M +$2.59M 11 0.12% Increased
230
M&G plc
M&G plc
United Kingdom
$158M -$2.21M 6 0.84% Reduced
231
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$156M -$37.5M 15 0.61% Reduced
232
Fisher Asset Management
Fisher Asset Management
Washington
$156M +$14.5M 10 0.06% Increased
233
DnB Asset Management
DnB Asset Management
Norway
$154M +$9.76M 13 0.58% Increased
234
Osaic Holdings
Osaic Holdings
Arizona
$154M +$56.5M 51 0.22% Increased
235
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$154M +$33.1M 32 0.18% Increased
236
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$153M +$677K 14 0.51% Increased
237
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$153M +$19.1M 9 2.61% Increased
238
Eventide Asset Management
Eventide Asset Management
Massachusetts
$152M +$1.54M 4 2.5% Increased
239
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$152M -$6.26M 5 1.8% Reduced
240
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$152M +$29.5M 7 7.68% Increased
241
Confluence Investment Management
Confluence Investment Management
Missouri
$150M -$3.12M 3 2.14% Reduced
242
Erste Asset Management
Erste Asset Management
Austria
$150M -$32.8M 10 1.45% Reduced
243
CHAM
Clear Harbor Asset Management
Connecticut
$150M -$3.24M 11 10.37% Reduced
244
TIA
Tandem Investment Advisors
South Carolina
$148M +$22.4M 4 5.06% Increased
245
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$147M -$440K 26 0.22% Reduced
246
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$147M +$24.8M 1 1.48% Increased
247
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$145M -$32.4M 6 3.64% Reduced
248
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$145M +$14.8M 3 2.07% Increased
249
NI
Nuance Investments
Missouri
$145M +$197K 3 14.73% Increased
250
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$144M -$7.41M 25 0.48% Reduced