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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
Comgest Global Investors
Comgest Global Investors
France
$70.3M -$30.8M 1 1.55% Reduced
277
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$70.1M -$22M 8 0.12% Reduced
278
Channing Capital Management
Channing Capital Management
Illinois
$69.1M +$10.9M 1 2.39% Increased
279
AAM
Ardevora Asset Management
United Kingdom
$68.8M -$33.8M 1 1.24% Reduced
280
Amalgamated Bank
Amalgamated Bank
New York
$68.6M +$226K 33 0.66% Increased
281
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$68.6M -$12.2M 7 1.25% Reduced
282
Verition Fund Management
Verition Fund Management
Connecticut
$68.5M +$33.8M 18 0.77% Increased
283
ZP
Zimmer Partners
New York
$68.4M +$23.1M 2 1.48% Increased
284
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$68.1M +$22.4M 3 1.57% Increased
285
CAM
Cacti Asset Management
Georgia
$67.8M +$9.32K 1 6.78% Increased
286
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$66.7M +$436K 4 4.19% Increased
287
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$66M +$23.3M 4 1.29% Increased
288
PGH
Partners Group Holding
Switzerland
$65M -$1.53M 1 4.58% Reduced
289
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$64.6M +$1.95M 31 0.55% Increased
290
SDJVC
St. Denis J. Villere & Co
Louisiana
$64.2M +$52.1K 1 5.11% Increased
291
NIG
NFJ Investment Group
Texas
$64.2M +$3.86M 7 1.67% Increased
292
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$64M -$2.24M 5 0.23% Reduced
293
Första AP-fonden
Första AP-fonden
Sweden
$63.9M +$20.7M 8 0.78% Increased
294
Yousif Capital Management
Yousif Capital Management
Michigan
$63.4M -$438K 17 0.9% Reduced
295
DnB Asset Management
DnB Asset Management
Norway
$63.3M -$321K 10 0.49% Reduced
296
Norinchukin Bank
Norinchukin Bank
Japan
$62.9M +$3.1M 7 1.28% Increased
297
Brookfield Corp
Brookfield Corp
Ontario, Canada
$62.7M +$5.57M 3 0.23% Increased
298
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$61.4M +$11.8M 4 2.03% Increased
299
Arizona State Retirement System
Arizona State Retirement System
Arizona
$60.6M -$255K 26 0.63% Reduced
300
Natixis
Natixis
France
$59.6M -$24.3M 13 0.28% Reduced