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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
Rathbones Group
Rathbones Group
United Kingdom
$94.5M +$6.69M 7 0.92% Increased
277
Amalgamated Bank
Amalgamated Bank
New York
$94.1M -$204K 23 0.69% Reduced
278
Norinchukin Bank
Norinchukin Bank
Japan
$93.5M -$1.75M 7 1.18% Reduced
279
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$92.5M +$722K 20 0.36% Increased
280
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$92.4M +$30.6M 1 1.05% Increased
281
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$92.2M +$27.4M 12 0.57% Increased
282
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$91.4M +$27.4M 25 0.87% Increased
283
Comerica Bank
Comerica Bank
Texas
$90.9M -$26.1M 23 0.67% Reduced
284
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$90.9M -$893K 4 4.65% Reduced
285
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$90.8M +$3.27M 18 0.33% Increased
286
Scout Investments
Scout Investments
Missouri
$90.2M +$5.81M 3 1.31% Increased
287
PGH
Partners Group Holding
Switzerland
$90.1M +$532K 2 4.27% Increased
288
TIM
Triodos Investment Management
Netherlands
$89.8M +$5.08M 5 11.74% Increased
289
SDJVC
St. Denis J. Villere & Co
Louisiana
$89.5M -$118K 1 5.13% Reduced
290
MCI
McDonald Capital Investors
California
$89.3M -$1.6M 1 6.26% Reduced
291
Glenmede Trust
Glenmede Trust
Pennsylvania
$89M +$13.4M 15 0.42% Increased
292
Yousif Capital Management
Yousif Capital Management
Michigan
$88.3M +$84.8M 17 0.91% New
293
AMF Tjänstepension
AMF Tjänstepension
Sweden
$87.8M -$8.41M 3 0.6% Reduced
294
NPIC
Neumeier Poma Investment Counsel
California
$87.7M -$1.07M 2 4.89% Reduced
295
Everett Harris & Co
Everett Harris & Co
California
$87.5M -$354K 2 1.21% Reduced
296
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$87.2M +$10.4M 25 0.39% Increased
297
1832 Asset Management
1832 Asset Management
Ontario, Canada
$86.6M -$31.8M 10 0.15% Reduced
298
Arizona State Retirement System
Arizona State Retirement System
Arizona
$86.4M -$2.57M 27 0.66% Reduced
299
CAM
Cacti Asset Management
Georgia
$86.3M $0 1 6.63% Maintained
300
SP
SCF Partners
Texas
$86M $0 1 47.1% Maintained