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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
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$73.7M +$55.9M 1 0.73% Increased
252
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$73.5M +$3.56M 14 0.57% Increased
253
Stockbridge Partners
Stockbridge Partners
Massachusetts
$73M +$5.99M 1 3.44% Increased
254
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$71.5M +$3.25M 21 0.48% Increased
255
Prudential plc
Prudential plc
United Kingdom
$71.1M -$2.18M 5 0.24% Reduced
256
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$70.6M +$2.88M 22 0.54% Increased
257
Första AP-fonden
Första AP-fonden
Sweden
$69.9M +$20.3M 9 2.24% Increased
258
SCM
Shapiro Capital Management
Georgia
$69.9M -$35.5M 1 1.67% Reduced
259
RHJA
Rice Hall James & Associates
California
$69.7M -$1.51M 4 3.4% Reduced
260
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$69.1M -$3.74M 7 0.63% Reduced
261
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$68.2M +$213K 7 0.62% Increased
262
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$67.7M +$64.8M 2 4.08% New
263
GTP
Global Thematic Partners
New York
$67.3M -$2.83M 1 2.3% Reduced
264
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$66.8M +$15.5M 12 0.63% Increased
265
1832 Asset Management
1832 Asset Management
Ontario, Canada
$66.7M -$83.2M 7 0.24% Reduced
266
ORIO
Old Republic International (ORI)
Illinois
$66.6M $0 1 2.3% Maintained
267
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$65.8M +$19.4M 7 1.05% Increased
268
SAM
Southernsun Asset Management
Tennessee
$65.4M +$1.12M 1 1.67% Increased
269
PRO
Pensioenfonds Rail & OV
Netherlands
$64.8M -$2.39M 1 3.03% Reduced
270
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$64.7M +$1.1M 20 0.77% Increased
271
Wedge Capital Management
Wedge Capital Management
North Carolina
$64.3M +$838K 7 0.62% Increased
272
KCM
Kingdon Capital Management
New York
$63.8M +$44.7M 1 3.51% Increased
273
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$63.7M -$54M 5 0.4% Reduced
274
Sterling Capital Management
Sterling Capital Management
North Carolina
$63.5M -$4M 8 0.6% Reduced
275
TCM
Tetrem Capital Management
Manitoba, Canada
$63.2M -$8.84M 1 2.6% Reduced