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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
251
Eagle Global Advisors
Eagle Global Advisors
Texas
$67M +$3.29M 4 1.97% Increased
252
1832 Asset Management
1832 Asset Management
Ontario, Canada
$66.8M +$21.4M 6 0.26% Increased
253
R.M. Davis Inc
R.M. Davis Inc
Maine
$65.7M +$946K 5 3.23% Increased
254
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$65.7M -$1.57M 7 0.56% Reduced
255
RHJA
Rice Hall James & Associates
California
$65.3M -$2.2M 4 3.76% Reduced
256
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$65.2M -$29.4M 4 0.12% Reduced
257
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$64.5M -$48.7M 19 0.53% Reduced
258
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$63.5M -$3.76M 2 1.32% Reduced
259
Winton Group
Winton Group
United Kingdom
$63.4M +$34.5M 3 1.05% Increased
260
DIA
Denver Investment Advisors
Colorado
$63M +$155K 6 2.84% Increased
261
BAPIM
British Airways Pensions Investment Management
United Kingdom
$62.8M +$4.46M 2 1.89% Increased
262
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$61.8M +$6.67M 18 0.53% Increased
263
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$61.6M -$42.6M 2 4.28% Reduced
264
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$60.9M +$10.6M 17 0.59% Increased
265
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$59.2M -$11.1M 5 1.2% Reduced
266
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$59.1M +$303K 19 0.5% Increased
267
GA
Geneva Advisors
Illinois
$59M +$2.75M 7 1.17% Increased
268
TPSF
Texas Permanent School Fund
Texas
$58.8M -$2.95M 15 0.78% Reduced
269
SAM
Southernsun Asset Management
Tennessee
$58.5M -$3.17M 1 1.54% Reduced
270
PRO
Pensioenfonds Rail & OV
Netherlands
$58.4M -$3.45M 1 3.35% Reduced
271
Marshall Wace
Marshall Wace
United Kingdom
$57.5M +$26.1M 6 0.48% Increased
272
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56.7M +$1.36M 9 1.3% Increased
273
ACM
Alta Capital Management
Utah
$56.5M -$242K 3 3.49% Reduced
274
Envestnet Asset Management
Envestnet Asset Management
Illinois
$56.4M -$5.89M 19 0.22% Reduced
275
Wedge Capital Management
Wedge Capital Management
North Carolina
$56.2M -$8.71M 7 0.58% Reduced