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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
Panagora Asset Management
Panagora Asset Management
Massachusetts
$70.5M -$9.7M 31 0.45% Reduced
277
Sands Capital Management
Sands Capital Management
Virginia
$70.4M +$1.38M 1 0.17% Increased
278
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$69.8M +$59.1M 11 1.02% Increased
279
Rockefeller Capital Management
Rockefeller Capital Management
New York
$69.6M -$1.28M 19 0.73% Reduced
280
MetLife Investment Management
MetLife Investment Management
New Jersey
$69.5M +$988K 30 0.79% Increased
281
SAM
Scopus Asset Management
New York
$69.4M +$31M 4 1.96% Increased
282
Aviva
Aviva
United Kingdom
$68.9M -$8.24M 10 0.43% Reduced
283
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$68.5M -$7.54M 16 0.88% Reduced
284
Lazard Asset Management
Lazard Asset Management
New York
$68.5M +$20.7M 17 0.11% Increased
285
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$68.3M -$15.8M 6 0.48% Reduced
286
Madison Asset Management
Madison Asset Management
Wisconsin
$68M -$24.9M 3 1.19% Reduced
287
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$67.6M +$20.3M 5 2.09% Increased
288
MD Financial Management
MD Financial Management
Ontario, Canada
$67.4M +$2.64M 4 3.64% Increased
289
CCLA Investment Management
CCLA Investment Management
United Kingdom
$67.4M +$66.8M 2 2.1% New
290
Man Group
Man Group
United Kingdom
$67.4M +$13.6M 18 0.34% Increased
291
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$67.2M +$1.27M 5 4.93% Increased
292
Norinchukin Bank
Norinchukin Bank
Japan
$66.6M +$7.19M 7 1.14% Increased
293
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$65.4M -$7.84M 2 1.47% Reduced
294
Homestead Advisers
Homestead Advisers
Virginia
$65.3M +$60.5K 1 1.68% Increased
295
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$65.2M +$27.5M 2 0.05% Increased
296
CC
Capital Counsel
New York
$65M -$10.7M 1 4.72% Reduced
297
Everett Harris & Co
Everett Harris & Co
California
$64.8M +$1.23M 2 1.43% Increased
298
Quilter Plc
Quilter Plc
United Kingdom
$61.9M +$5.05M 6 3.03% Increased
299
Markel Group
Markel Group
Virginia
$61.5M $0 1 1.15% Maintained
300
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$61M +$4.6M 8 0.7% Increased