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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
CC
Capital Counsel
New York
$74M +$8.7M 1 5% Increased
277
MD Financial Management
MD Financial Management
Ontario, Canada
$73.8M -$81.7K 4 2.98% Reduced
278
Riverbridge Partners
Riverbridge Partners
Minnesota
$73.6M +$1.56M 1 1.03% Increased
279
Two Sigma Investments
Two Sigma Investments
New York
$73.4M +$34.1M 13 0.26% Increased
280
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$72.6M +$9.48M 19 0.36% Increased
281
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$72.4M +$33.3M 9 1.06% Increased
282
Arizona State Retirement System
Arizona State Retirement System
Arizona
$72.2M +$16.6M 25 0.72% Increased
283
Madison Asset Management
Madison Asset Management
Wisconsin
$71.9M -$1.7M 3 1.2% Reduced
284
MetLife Investment Management
MetLife Investment Management
New Jersey
$71.7M -$1.99M 29 0.79% Reduced
285
Everett Harris & Co
Everett Harris & Co
California
$70.9M -$25K 2 1.39% Reduced
286
Man Group
Man Group
United Kingdom
$70.9M -$1.94M 21 0.28% Reduced
287
Sands Capital Management
Sands Capital Management
Virginia
$70.5M -$1.12M 1 0.15% Reduced
288
VIM
Veritas Investment Management
United Kingdom
$69.4M -$149K 2 4.22% Reduced
289
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$69.2M +$845K 5 4.6% Increased
290
CRM
Cramer Rosenthal McGlynn
Connecticut
$68.9M -$37M 3 2.79% Reduced
291
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$68.5M +$18.6M 9 0.35% Increased
292
Balyasny Asset Management
Balyasny Asset Management
Illinois
$68.2M +$25.3M 5 0.5% Increased
293
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$67.4M +$33.1M 9 1.28% Increased
294
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$64.9M +$2.75M 4 5.2% Increased
295
Erste Asset Management
Erste Asset Management
Austria
$64.6M +$13.1M 8 2.2% Increased
296
Los Angeles Capital Management
Los Angeles Capital Management
California
$64.2M -$26.7M 23 0.29% Reduced
297
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$63.5M +$10M 7 0.67% Increased
298
Two Sigma Advisers
Two Sigma Advisers
New York
$63.3M -$74.9M 25 0.18% Reduced
299
GIP
Granite Investment Partners
California
$63M +$3.28M 5 2.79% Increased
300
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$62.6M +$35.9M 4 1.18% Increased