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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
Chilton Investment Company
Chilton Investment Company
Connecticut
$64.8M +$32.3M 3 2.49% Increased
277
Wedge Capital Management
Wedge Capital Management
North Carolina
$64.2M -$892K 7 0.62% Reduced
278
SCM
Shapiro Capital Management
Georgia
$63.7M -$6.06M 1 1.55% Reduced
279
Sit Investment Associates
Sit Investment Associates
Minnesota
$63M +$7.54M 2 1.56% Increased
280
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62.3M -$1.11M 8 1.24% Reduced
281
William Blair Investment Management
William Blair Investment Management
Illinois
$62.2M +$46.5M 3 0.23% Increased
282
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$62M +$92.7K 19 0.46% Increased
283
IAM
Impala Asset Management
Florida
$61.9M +$6.26M 1 3.14% Increased
284
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$61.6M -$627K 10 0.77% Reduced
285
Sterling Capital Management
Sterling Capital Management
North Carolina
$61.5M -$2.52M 7 0.59% Reduced
286
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$61.3M +$1.82M 4 3.46% Increased
287
WCM Investment Management
WCM Investment Management
California
$60.5M +$10.6M 2 0.93% Increased
288
TPSF
Texas Permanent School Fund
Texas
$60.4M -$1.68M 15 0.8% Reduced
289
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$60.2M -$3.64M 6 0.38% Reduced
290
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$60.2M -$38.9M 5 0.18% Reduced
291
Huntington National Bank
Huntington National Bank
Ohio
$60.1M +$192K 14 1.05% Increased
292
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$59.7M -$1.19M 2 9.15% Reduced
293
Arizona State Retirement System
Arizona State Retirement System
Arizona
$59.6M -$118K 15 0.83% Reduced
294
Calamos Advisors
Calamos Advisors
Illinois
$58.9M +$1.4M 4 0.44% Increased
295
BAMCO Inc
BAMCO Inc
New York
$58.8M +$95.2K 1 0.3% Increased
296
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$58.7M +$11.8M 10 0.19% Increased
297
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$58.5M +$161K 8 0.44% Increased
298
CI Investments Inc
CI Investments Inc
Ontario, Canada
$57.8M +$41.3M 3 0.63% Increased
299
BAM
Barrett Asset Management
New York
$55.3M +$2.21M 7 4.18% Increased
300
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$55.2M +$2.26M 7 0.78% Increased