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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
Silvercrest Asset Management
Silvercrest Asset Management
New York
$112M -$12.1M 11 0.76% Reduced
277
Two Sigma Advisers
Two Sigma Advisers
New York
$112M -$83.2M 21 0.23% Reduced
278
MetLife Investment Management
MetLife Investment Management
New Jersey
$111M -$27.5M 31 0.65% Reduced
279
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$111M -$65.4M 3 0.37% Reduced
280
Brandes Investment Partners
Brandes Investment Partners
California
$111M +$84.8M 1 1% Increased
281
INTECH Investment Management
INTECH Investment Management
Florida
$109M +$9.1M 29 1.02% Increased
282
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$109M -$3.03M 4 2.97% Reduced
283
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$109M +$835K 14 0.97% Increased
284
MPIA
Mountain Pacific Investment Advisers
Idaho
$109M -$1.49M 6 7.87% Reduced
285
William Blair Investment Management
William Blair Investment Management
Illinois
$107M -$9.81M 1 0.28% Reduced
286
Alyeska Investment Group
Alyeska Investment Group
Illinois
$107M +$21.3M 4 0.38% Increased
287
ING Group
ING Group
Netherlands
$107M +$30.7M 9 0.65% Increased
288
FG
Foresight Group
United Kingdom
$105M -$9.61M 5 14.95% Reduced
289
Davenport & Co
Davenport & Co
Virginia
$105M +$734K 11 0.57% Increased
290
Swiss Life Asset Management
Swiss Life Asset Management
$105M -$6.31M 15 0.57% Reduced
291
Arizona State Retirement System
Arizona State Retirement System
Arizona
$104M -$877K 27 0.6% Reduced
292
CCIP
Camrose Capital Investment Partners
United Kingdom
$104M +$24.5M 2 26.03% Increased
293
PC
Port Capital
Illinois
$104M +$4.26M 2 4.4% Increased
294
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$102M +$22.2M 16 0.89% Increased
295
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$101M -$23.3M 7 1.74% Reduced
296
SIC
Schwartz Investment Counsel
Michigan
$98.5M +$10.6M 2 3.24% Increased
297
Natixis
Natixis
France
$98.3M +$22.4M 15 0.44% Increased
298
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$97.5M -$1.91M 9 0.2% Reduced
299
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$97.1M -$12.7M 5 2.78% Reduced
300
Creative Planning
Creative Planning
Kansas
$96.2M +$11.9M 34 0.08% Increased