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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
TCW Group
TCW Group
California
$102M +$683K 4 0.85% Increased
277
MPIA
Mountain Pacific Investment Advisers
Idaho
$101M +$152K 6 7.08% Increased
278
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$100M -$7.82M 15 0.69% Reduced
279
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$99.7M -$761K 15 0.97% Reduced
280
Engineers Gate Manager
Engineers Gate Manager
New York
$99.2M -$1.13M 25 1.73% Reduced
281
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$99.1M +$104M 5 2.69% New
282
Arizona State Retirement System
Arizona State Retirement System
Arizona
$98.7M +$693K 27 0.6% Increased
283
Natixis
Natixis
France
$97.3M -$23.1M 17 0.59% Reduced
284
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$97.1M +$4.52M 13 0.61% Increased
285
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$97.1M +$111K 4 2.72% Increased
286
Swiss Life Asset Management
Swiss Life Asset Management
$96.7M +$31.9M 14 0.71% Increased
287
INTECH Investment Management
INTECH Investment Management
Florida
$96.4M +$36.6M 29 0.93% Increased
288
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$96M -$27.2M 8 0.95% Reduced
289
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$96M +$64.8M 1 4.34% Increased
290
Confluence Investment Management
Confluence Investment Management
Missouri
$95.9M +$52M 3 1.33% Increased
291
Point72 Asset Management
Point72 Asset Management
Connecticut
$95M -$16.2M 11 0.21% Reduced
292
Davenport & Co
Davenport & Co
Virginia
$93.8M +$1.22M 11 0.53% Increased
293
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$92.9M +$1.85M 9 0.63% Increased
294
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$92.9M -$2.76M 27 0.19% Reduced
295
DnB Asset Management
DnB Asset Management
Norway
$91.9M +$14M 14 0.4% Increased
296
CGA
Crescent Grove Advisors
Illinois
$91.1M +$4.99M 2 9.03% Increased
297
Huntington National Bank
Huntington National Bank
Ohio
$90.6M -$5.53M 29 0.65% Reduced
298
NEI
Northwest & Ethical Investments
Ontario, Canada
$90.3M +$11.7M 9 2.45% Increased
299
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$89.4M -$14.4M 11 0.34% Reduced
300
Quilter Plc
Quilter Plc
United Kingdom
$87.9M +$1.39M 5 1.74% Increased