← All themes

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
NIG
NFJ Investment Group
Texas
$81.3M +$81.5M 8 1.63% New
277
Scout Investments
Scout Investments
Missouri
$81M +$10.9M 3 1.22% Increased
278
CC
Capital Counsel
New York
$79M +$99.2K 1 4.4% Increased
279
CT
Cambridge Trust
Massachusetts
$78.5M +$1.88M 6 3.2% Increased
280
Channing Capital Management
Channing Capital Management
Illinois
$78.1M +$8.75M 1 2.67% Increased
281
FNFDCM
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$77.7M +$110K 2 9.43% Increased
282
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$77.2M -$2.25M 8 0.76% Reduced
283
Arizona State Retirement System
Arizona State Retirement System
Arizona
$77.1M -$9.05M 26 0.67% Reduced
284
MetLife Investment Management
MetLife Investment Management
New Jersey
$77.1M -$6.07M 29 0.71% Reduced
285
Homestead Advisers
Homestead Advisers
Virginia
$76.8M -$6.51M 1 1.84% Reduced
286
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$76.3M -$23.8M 3 0.94% Reduced
287
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$75.2M +$809K 14 0.32% Increased
288
Marshall Wace
Marshall Wace
United Kingdom
$74.6M +$14.3M 18 0.34% Increased
289
TI
Trigran Investments
Illinois
$74.4M -$23.8M 1 9.19% Reduced
290
Point72 Asset Management
Point72 Asset Management
Connecticut
$73.7M +$38.1M 4 0.34% Increased
291
PGH
Partners Group Holding
Switzerland
$73.2M +$3.19M 2 6.29% Increased
292
Everett Harris & Co
Everett Harris & Co
California
$73.2M -$378K 2 1.27% Reduced
293
TCW Group
TCW Group
California
$72.3M -$117M 3 0.69% Reduced
294
AAM
AMI Asset Management
California
$72.1M +$4.97M 2 3.77% Increased
295
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$72M -$2.14M 5 4.1% Reduced
296
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$70.9M -$34M 7 1.66% Reduced
297
Artemis Investment Management
Artemis Investment Management
United Kingdom
$70.7M +$14M 2 0.67% Increased
298
Mutual of America Capital Management
Mutual of America Capital Management
New York
$69.8M -$2.83M 16 0.73% Reduced
299
Artisan Partners
Artisan Partners
Wisconsin
$69M -$182M 1 0.09% Reduced
300
SP
SCF Partners
Texas
$68.8M -$13.8M 1 33.98% Reduced