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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
PRO
Pensioenfonds Rail & OV
Netherlands
$85.3M $0 1 1.86% Maintained
277
Channing Capital Management
Channing Capital Management
Illinois
$84.6M +$1.63M 1 2.79% Increased
278
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$84M -$40.6M 4 2.52% Reduced
279
SP
SCF Partners
Texas
$83.4M $0 1 34.53% Maintained
280
Royce & Associates
Royce & Associates
New York
$82.9M -$15.2M 12 0.57% Reduced
281
MCI
McDonald Capital Investors
California
$82.8M -$1.8M 1 6.22% Reduced
282
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$82.1M +$32.3M 23 0.93% Increased
283
Riverbridge Partners
Riverbridge Partners
Minnesota
$81.9M +$1.98M 1 0.83% Increased
284
CT
Cambridge Trust
Massachusetts
$81.4M -$589K 6 3.06% Reduced
285
Voloridge Investment Management
Voloridge Investment Management
Florida
$80.2M -$45.2M 13 0.56% Reduced
286
BCAM
Boston Common Asset Management
Massachusetts
$79.5M +$58.8M 3 3.42% Increased
287
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$79.2M +$1.03M 14 0.32% Increased
288
SG Americas Securities
SG Americas Securities
New York
$79.2M -$25.7M 25 0.37% Reduced
289
Arizona State Retirement System
Arizona State Retirement System
Arizona
$79.1M -$1.62M 24 0.64% Reduced
290
Balyasny Asset Management
Balyasny Asset Management
Illinois
$77.6M -$80.7M 12 0.37% Reduced
291
TIM
Triodos Investment Management
Netherlands
$77.4M +$1.99M 5 10.37% Increased
292
FNFDCM
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$77.1M -$101K 2 8.93% Reduced
293
Acadian Asset Management
Acadian Asset Management
Massachusetts
$76.5M +$21M 12 0.29% Increased
294
Homestead Advisers
Homestead Advisers
Virginia
$75.9M -$1.14M 2 1.75% Reduced
295
Rathbones Group
Rathbones Group
United Kingdom
$75.5M +$8.94M 7 0.84% Increased
296
SAM
Scopus Asset Management
New York
$75.4M +$17.6M 6 0.98% Increased
297
MetLife Investment Management
MetLife Investment Management
New Jersey
$75.2M -$4.76M 26 0.66% Reduced
298
Everett Harris & Co
Everett Harris & Co
California
$74.1M $0 2 1.19% Maintained
299
Munro Partners
Munro Partners
Australia
$73.6M +$59.3M 1 2.54% Increased
300
CC
Capital Counsel
New York
$72.6M -$3.64M 1 3.65% Reduced