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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
276
Elliott Management
Elliott Management
New York
$54.8M +$51.3M 1 1.24% New
277
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$54.7M +$9.26M 8 0.87% Increased
278
Energy Income Partners
Energy Income Partners
Connecticut
$54.1M +$136K 1 1.34% Increased
279
Brookfield Corp
Brookfield Corp
Ontario, Canada
$53.6M +$7.14M 1 0.29% Increased
280
Arizona State Retirement System
Arizona State Retirement System
Arizona
$53M -$2.53M 14 0.65% Reduced
281
VanEck Associates
VanEck Associates
New York
$53M +$2.44M 7 0.27% Increased
282
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$51.5M -$8.75M 5 0.53% Reduced
283
Geneva Capital Management
Geneva Capital Management
Wisconsin
$51.5M -$15.1M 2 1.17% Reduced
284
Korea Investment Corp
Korea Investment Corp
South Korea
$51.3M +$1.82M 6 0.48% Increased
285
Advisors Asset Management
Advisors Asset Management
Colorado
$51M +$11M 15 0.82% Increased
286
Fidelity International
Fidelity International
Bermuda
$50.8M +$2.48M 1 0.2% Increased
287
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$50.6M +$3.58M 2 2.46% Increased
288
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$49.4M +$149K 13 0.71% Increased
289
Sculptor Capital
Sculptor Capital
New York
$48M +$30.8M 2 0.12% Increased
290
TCM
Tetrem Capital Management
Manitoba, Canada
$47.9M +$12.4M 1 1.31% Increased
291
Marshall Wace North America
Marshall Wace North America
New York
$47.7M +$9.66M 3 1.01% Increased
292
CCMH
Cornerstone Capital Management Holdings
New York
$47.4M +$431K 9 0.55% Increased
293
Appaloosa Management
Appaloosa Management
Florida
$47.1M -$6.18M 2 0.59% Reduced
294
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$46.6M +$167K 1 0.92% Increased
295
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$46.5M +$3.17M 2 0.81% Increased
296
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$45.8M -$5.79M 9 0.92% Reduced
297
Fred Alger Management
Fred Alger Management
New York
$45.8M +$17.9M 7 0.23% Increased
298
TCP
TAMRO Capital Partners
Virginia
$45.7M -$1.53M 1 1.88% Reduced
299
LCP
Lombardia Capital Partners
California
$44.5M +$3.95M 2 1.27% Increased
300
JIR
James Investment Research
Ohio
$44.5M +$14.1M 5 1.4% Increased