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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
MPIA
Mountain Pacific Investment Advisers
Idaho
$111M +$1.43M 6 7.58% Increased
277
Magellan Asset Management
Magellan Asset Management
Australia
$109M -$16.3M 7 1.09% Reduced
278
Engineers Gate Manager
Engineers Gate Manager
New York
$109M +$41M 24 2.13% Increased
279
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$109M -$76.2M 34 0.02% Reduced
280
APG Asset Management
APG Asset Management
Netherlands
$108M -$352M 5 0.72% Reduced
281
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$108M -$18.1M 5 2.99% Reduced
282
Arizona State Retirement System
Arizona State Retirement System
Arizona
$107M +$841K 27 0.68% Increased
283
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$107M +$4.11M 14 0.39% Increased
284
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$107M -$179K 15 1.05% Reduced
285
Davenport & Co
Davenport & Co
Virginia
$106M +$334K 11 0.6% Increased
286
VanEck Associates
VanEck Associates
New York
$106M -$190M 22 0.13% Reduced
287
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$104M -$12M 26 0.23% Reduced
288
Huntington National Bank
Huntington National Bank
Ohio
$104M -$2.66M 26 0.75% Reduced
289
PineBridge Investments
PineBridge Investments
New York
$103M +$12.8M 10 0.77% Increased
290
Los Angeles Capital Management
Los Angeles Capital Management
California
$102M -$29.6M 16 0.41% Reduced
291
Mercer Global Advisors
Mercer Global Advisors
Colorado
$102M +$9.41M 19 0.24% Increased
292
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$101M -$2.65M 9 0.7% Reduced
293
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$101M -$12M 15 0.62% Reduced
294
PointState Capital
PointState Capital
New York
$100M +$108M 1 1.81% New
295
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$99.6M -$30.1M 10 0.2% Reduced
296
Quilter Plc
Quilter Plc
United Kingdom
$98.8M -$74.7K 5 2.02% Reduced
297
Lazard Asset Management
Lazard Asset Management
New York
$98.4M -$10.5M 23 0.13% Reduced
298
Covea Finance
Covea Finance
France
$98M -$896K 5 4.3% Reduced
299
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$97.8M -$3.84M 36 0.58% Reduced
300
Yousif Capital Management
Yousif Capital Management
Michigan
$97.5M -$2.51M 24 1.06% Reduced