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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
Glenview Capital Management
Glenview Capital Management
New York
$104M +$20.6M 1 1.88% Increased
252
NEI
Northwest & Ethical Investments
Ontario, Canada
$103M -$6.11M 5 3.35% Reduced
253
ESCM
Echo Street Capital Management
New York
$101M -$12.8M 4 0.71% Reduced
254
DnB Asset Management
DnB Asset Management
Norway
$101M -$1.49M 9 0.66% Reduced
255
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$101M -$72.3M 5 2.47% Reduced
256
William Blair Investment Management
William Blair Investment Management
Illinois
$99.7M -$2.99M 3 0.28% Reduced
257
Channing Capital Management
Channing Capital Management
Illinois
$97.8M -$9.87M 1 3.04% Reduced
258
CCM
Compass Capital Management
Minnesota
$97.3M -$623K 2 7.5% Reduced
259
SG Americas Securities
SG Americas Securities
New York
$96.4M +$15.7M 32 0.45% Increased
260
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$96.4M +$2.03M 11 0.56% Increased
261
Evercore Wealth Management
Evercore Wealth Management
New York
$96.4M -$6.4M 6 1.74% Reduced
262
Madison Asset Management
Madison Asset Management
Wisconsin
$96.2M -$2.21M 2 1.32% Reduced
263
Acadian Asset Management
Acadian Asset Management
Massachusetts
$95.5M +$21.4M 14 0.36% Increased
264
Sarasin & Partners
Sarasin & Partners
United Kingdom
$94.3M -$9.04M 2 0.95% Reduced
265
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$93.4M +$5.59M 3 0.71% Increased
266
NSCM
New South Capital Management
Tennessee
$92.8M -$43.4M 1 3.22% Reduced
267
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$91.8M +$20.7M 4 5.23% Increased
268
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$90.2M -$5.53M 4 2.57% Reduced
269
MD Financial Management
MD Financial Management
Ontario, Canada
$90.2M -$6.52M 5 2.28% Reduced
270
MAM
Montanaro Asset Management
United Kingdom
$89M +$18.7M 5 10.73% Increased
271
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$88.6M +$2.53M 1 4.55% Increased
272
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$87.5M +$16.5M 17 1.02% Increased
273
Point72 Asset Management
Point72 Asset Management
Connecticut
$87.5M +$27.8M 6 0.38% Increased
274
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$86M +$47.5K 29 0.52% Increased
275
Norinchukin Bank
Norinchukin Bank
Japan
$85.8M -$3.58M 7 1.19% Reduced