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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
Boston Trust Walden
Boston Trust Walden
Massachusetts
$81.7M +$1.46M 8 0.95% Increased
252
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$81.3M +$886K 9 0.67% Increased
253
Homestead Advisers
Homestead Advisers
Virginia
$81.1M -$10.9M 1 1.69% Reduced
254
Kennedy Capital Management
Kennedy Capital Management
Missouri
$80.3M -$503K 11 1.96% Reduced
255
SDJVC
St. Denis J. Villere & Co
Louisiana
$79.4M +$228K 1 5.2% Increased
256
Arizona State Retirement System
Arizona State Retirement System
Arizona
$79.4M -$6.86M 15 0.96% Reduced
257
Rockefeller Capital Management
Rockefeller Capital Management
New York
$78.8M -$13M 17 0.98% Reduced
258
TimesSquare Capital Management
TimesSquare Capital Management
New York
$78.6M +$10.8M 1 0.7% Increased
259
Findlay Park Partners
Findlay Park Partners
United Kingdom
$78.6M +$80.1M 1 0.62% New
260
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$78.2M +$5.92M 4 1.35% Increased
261
Gotham Asset Management
Gotham Asset Management
New York
$77.7M -$15.2M 13 1.43% Reduced
262
Natixis
Natixis
France
$77.4M +$60.2M 6 0.48% Increased
263
Evercore Wealth Management
Evercore Wealth Management
New York
$77.1M -$426K 6 2.08% Reduced
264
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$77M -$100M 4 0.26% Reduced
265
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$76.5M -$5.53M 8 0.94% Reduced
266
CAM
Cacti Asset Management
Georgia
$75.6M -$1.85M 1 5.65% Reduced
267
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$75.5M -$4.41M 10 0.19% Reduced
268
GIP
Granite Investment Partners
California
$75.1M -$1.25M 6 3.53% Reduced
269
MetLife Investment Management
MetLife Investment Management
New Jersey
$74.9M -$1.49M 30 0.78% Reduced
270
PRO
Pensioenfonds Rail & OV
Netherlands
$74.6M +$2.46M 1 2.44% Increased
271
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$74.6M -$18.8M 16 0.33% Reduced
272
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$74.5M +$1.43M 5 2.63% Increased
273
LPL Financial
LPL Financial
California
$74.3M -$10M 20 0.14% Reduced
274
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$73.1M -$4.52M 16 0.95% Reduced
275
SIC
Schwartz Investment Counsel
Michigan
$71.8M +$1.17M 2 3.4% Increased