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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
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$85M +$5.3M 13 0.34% Increased
252
Natixis
Natixis
France
$84.9M -$23.1M 13 0.31% Reduced
253
Boston Trust Walden
Boston Trust Walden
Massachusetts
$84M +$448K 6 0.79% Increased
254
Comerica Bank
Comerica Bank
Texas
$83.8M +$448K 23 0.69% Increased
255
Glenview Capital Management
Glenview Capital Management
New York
$83.6M -$2.61M 1 2.09% Reduced
256
TIA
Tandem Investment Advisors
South Carolina
$81.1M +$13.1M 3 4.78% Increased
257
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$80.7M -$2.88M 5 2.27% Reduced
258
MetLife Investment Management
MetLife Investment Management
New Jersey
$80.5M -$4.78M 32 0.62% Reduced
259
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$80.4M -$1.38M 1 4.55% Reduced
260
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$80.3M -$25.7M 18 0.37% Reduced
261
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$79.6M +$4.49M 12 0.57% Increased
262
CAM
Cacti Asset Management
Georgia
$79.4M +$94.8K 1 7.4% Increased
263
M&G Investment Management
M&G Investment Management
United Kingdom
$79.4M +$10.6M 3 0.47% Increased
264
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$79.2M -$7.86M 24 0.38% Reduced
265
Madison Asset Management
Madison Asset Management
Wisconsin
$78.4M -$8.88M 2 1.22% Reduced
266
MVIP
Mar Vista Investment Partners
California
$78.3M -$12.3M 2 3.22% Reduced
267
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$78.1M -$2.25M 7 1.28% Reduced
268
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$77.1M +$1.55M 5 0.23% Increased
269
Quilter Plc
Quilter Plc
United Kingdom
$76.6M -$30.6M 5 2.59% Reduced
270
PGH
Partners Group Holding
Switzerland
$75.7M +$1.54M 1 4.46% Increased
271
TimesSquare Capital Management
TimesSquare Capital Management
New York
$75.1M -$18.2M 2 1.05% Reduced
272
Lazard Asset Management
Lazard Asset Management
New York
$75.1M -$8.37M 20 0.1% Reduced
273
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$74.9M -$480K 4 4.37% Reduced
274
PRO
Pensioenfonds Rail & OV
Netherlands
$74.7M +$33.2M 1 2.69% Increased
275
Rathbones Group
Rathbones Group
United Kingdom
$74.6M +$3.35M 7 0.86% Increased