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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
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$85M -$15.9K 11 0.33% Reduced
277
Natixis
Natixis
France
$82.8M +$62K 14 0.67% Increased
278
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$81.3M -$518K 30 0.6% Reduced
279
BCAM
Boston Common Asset Management
Massachusetts
$80.8M -$1.76M 3 1.73% Reduced
280
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$80.5M +$1.75M 20 1.7% Increased
281
PRO
Pensioenfonds Rail & OV
Netherlands
$79.9M $0 1 2.98% Maintained
282
SP
SCF Partners
Texas
$79.6M -$14.9M 1 69.58% Reduced
283
Fisher Asset Management
Fisher Asset Management
Washington
$79.5M +$4.2M 8 0.04% Increased
284
Arizona State Retirement System
Arizona State Retirement System
Arizona
$79.5M +$624K 25 0.65% Increased
285
Kennedy Capital Management
Kennedy Capital Management
Missouri
$79M +$17M 13 1.84% Increased
286
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$78.6M +$525K 7 1.06% Increased
287
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$77.3M -$31.7M 16 0.63% Reduced
288
Huntington National Bank
Huntington National Bank
Ohio
$76.9M +$4.53M 22 0.71% Increased
289
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$76.7M -$1.23M 24 0.34% Reduced
290
Nissay Asset Management
Nissay Asset Management
Japan
$76.1M +$23.2M 10 0.66% Increased
291
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$76M -$1.58M 14 0.73% Reduced
292
DnB Asset Management
DnB Asset Management
Norway
$75.9M -$1.17M 9 0.44% Reduced
293
Glenview Capital Management
Glenview Capital Management
New York
$74.5M -$12M 1 1.68% Reduced
294
CAM
Cacti Asset Management
Georgia
$74.3M $0 1 6.54% Maintained
295
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$74.1M +$52.2M 12 0.92% Increased
296
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$73M +$217K 3 1.39% Increased
297
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$72.9M +$24M 7 0.89% Increased
298
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$72.3M -$125M 19 0.25% Reduced
299
Royce & Associates
Royce & Associates
New York
$71.3M -$1.42M 12 0.69% Reduced
300
Pinnacle Associates
Pinnacle Associates
New York
$71.3M -$1.19M 10 1.24% Reduced