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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
STRS Ohio
STRS Ohio
Ohio
$151M -$17.5M 27 0.6% Reduced
227
DnB Asset Management
DnB Asset Management
Norway
$149M +$7.24M 17 0.53% Increased
228
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$148M +$9.66M 31 0.21% Increased
229
Creative Planning
Creative Planning
Kansas
$147M +$36.8M 33 0.1% Increased
230
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$146M -$7.1M 25 0.74% Reduced
231
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$145M +$18M 28 0.36% Increased
232
1832 Asset Management
1832 Asset Management
Ontario, Canada
$145M +$11.1M 8 0.13% Increased
233
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$144M +$2.94M 33 0.15% Increased
234
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$143M +$14.5M 22 0.77% Increased
235
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$143M +$9.78M 3 0.43% Increased
236
Mariner
Mariner
Kansas
$141M -$45.1M 30 0.16% Reduced
237
Jennison Associates
Jennison Associates
New York
$141M -$34.6M 7 0.1% Reduced
238
Winslow Capital Management
Winslow Capital Management
Minnesota
$141M -$29.7M 1 0.55% Reduced
239
Resona Asset Management
Resona Asset Management
Japan
$138M -$5.84M 10 0.69% Reduced
240
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$138M +$86.5M 6 0.35% Increased
241
ZP
Zimmer Partners
New York
$137M +$89.4M 6 3.31% Increased
242
Confluence Investment Management
Confluence Investment Management
Missouri
$135M +$437K 3 2.09% Increased
243
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$134M -$2.21M 4 6.02% Reduced
244
Korea Investment Corp
Korea Investment Corp
South Korea
$134M -$30.4M 9 0.28% Reduced
245
AAM
ACK Asset Management
Connecticut
$133M -$8.28M 3 16.55% Reduced
246
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$132M +$60M 9 0.72% Increased
247
Holocene Advisors
Holocene Advisors
New York
$130M -$212M 14 0.31% Reduced
248
IP
Interval Partners
New York
$130M +$43.1M 2 3.4% Increased
249
Cohen & Steers
Cohen & Steers
New York
$130M +$31.2M 2 0.23% Increased
250
ING Group
ING Group
Netherlands
$129M -$6.89M 9 0.79% Reduced