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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
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$104M -$5.73M 7 0.92% Reduced
252
TCCM
Two Creeks Capital Management
New York
$104M +$26.8M 1 5.38% Increased
253
Beck Mack & Oliver
Beck Mack & Oliver
New York
$103M -$3.14M 2 3.47% Reduced
254
CB
Chemical Bank
Michigan
$103M -$833K 4 11.06% Reduced
255
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$103M +$78.8K 3 1.83% Increased
256
Holocene Advisors
Holocene Advisors
New York
$102M -$64.6M 5 2.17% Reduced
257
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$102M +$59.9M 9 1.05% Increased
258
MPIA
Mountain Pacific Investment Advisers
Idaho
$100M -$5.67M 6 10.19% Reduced
259
Lazard Asset Management
Lazard Asset Management
New York
$97.8M +$7.79M 6 0.17% Increased
260
WCM Investment Management
WCM Investment Management
California
$97.4M +$15.1M 2 1.01% Increased
261
NSCM
New South Capital Management
Tennessee
$97.4M +$4.57M 2 2.54% Increased
262
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$96.9M +$194K 23 0.51% Increased
263
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$95.7M +$9.68M 9 1.66% Increased
264
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$95.3M +$343K 23 0.98% Increased
265
CIBC World Markets
CIBC World Markets
New York
$94.7M +$48.2M 7 0.82% Increased
266
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$94M -$12.1M 2 3.19% Reduced
267
Aristotle Capital Management
Aristotle Capital Management
California
$93.6M -$285M 3 0.58% Reduced
268
Eagle Asset Management
Eagle Asset Management
Florida
$93.3M -$8.33M 2 0.5% Reduced
269
Natixis Advisors
Natixis Advisors
Massachusetts
$92.8M +$14.4M 10 0.89% Increased
270
Hermes Investment Management
Hermes Investment Management
United Kingdom
$92.4M +$6M 4 1.23% Increased
271
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$90.6M +$3.6M 22 0.46% Increased
272
WPL
WINDACRE PARTNERSHIP LLC
Texas
$90.2M +$62.6M 1 9.05% Increased
273
Personal Capital Advisors
Personal Capital Advisors
California
$89.6M +$5.25M 6 1.26% Increased
274
SFC
SYM Financial Corp
Indiana
$88.8M -$10.4K 1 52.8% Reduced
275
CC
Carlson Capital
Texas
$88.7M -$34.4M 2 1.24% Reduced