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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
RHBC
R.H. Bluestein & Co
Michigan
$74.7M -$3.64M 10 4.33% Reduced
252
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$74M -$5.05M 13 0.56% Reduced
253
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$73.8M +$535K 22 0.47% Increased
254
GTP
Global Thematic Partners
New York
$73.8M -$1.68M 1 2.37% Reduced
255
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$73.1M +$2.99M 7 0.66% Increased
256
Trillium Asset Management
Trillium Asset Management
Massachusetts
$73M +$8.17M 5 4.36% Increased
257
ELC
Edgar Lomax Company
Virginia
$72.9M -$2.05M 1 4.98% Reduced
258
Point72 Asset Management
Point72 Asset Management
Connecticut
$72.8M -$73.9M 5 0.41% Reduced
259
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$72.5M -$675K 19 0.5% Reduced
260
Davenport & Co
Davenport & Co
Virginia
$71M +$26.8M 4 0.94% Increased
261
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$70.3M +$6.23M 8 0.37% Increased
262
Panagora Asset Management
Panagora Asset Management
Massachusetts
$70.1M -$27.6M 20 0.28% Reduced
263
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$69.7M -$3.97M 3 1.29% Reduced
264
SAM
Southernsun Asset Management
Tennessee
$69.4M +$71.8K 1 1.78% Increased
265
Natixis
Natixis
France
$69.1M +$5.88M 6 0.79% Increased
266
Select Equity Group
Select Equity Group
New York
$68.9M -$43.8M 3 0.49% Reduced
267
PRO
Pensioenfonds Rail & OV
Netherlands
$68.6M $0 1 3.2% Maintained
268
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$67.1M +$415K 8 1.06% Increased
269
Stockbridge Partners
Stockbridge Partners
Massachusetts
$67M $0 1 3.07% Maintained
270
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$66.2M -$702K 20 0.78% Reduced
271
ORIO
Old Republic International (ORI)
Illinois
$66.1M $0 1 2.16% Maintained
272
Natixis Advisors
Natixis Advisors
Massachusetts
$66.1M +$10.8M 10 0.72% Increased
273
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$66M -$637K 1 3.38% Reduced
274
CAM
CGOV Asset Management
Ontario, Canada
$65.5M -$20.7M 1 2.63% Reduced
275
GA
Geneva Advisors
Illinois
$64.9M -$1.03M 7 1.12% Reduced