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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
Canoe Financial
Canoe Financial
Alberta, Canada
$119M +$123M 1 1.7% Increased
277
Findlay Park Partners
Findlay Park Partners
United Kingdom
$118M -$2.09M 1 1.24% Reduced
278
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$118M +$18.8M 8 1.57% Increased
279
LBP AM
LBP AM
France
$118M -$4.9M 9 1.45% Reduced
280
EARNEST Partners
EARNEST Partners
Georgia
$116M -$6.3M 1 0.51% Reduced
281
FCM
Fernbridge Capital Management
California
$116M +$7.79M 3 5.67% Increased
282
SHIM
Spruce House Investment Management
New York
$116M -$18.2M 1 2.99% Reduced
283
Davenport & Co
Davenport & Co
Virginia
$115M -$2.46M 10 0.61% Reduced
284
CGA
Crescent Grove Advisors
Illinois
$115M +$2.13K 2 10.9% Increased
285
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$115M -$1M 4 2.8% Reduced
286
Creative Planning
Creative Planning
Kansas
$114M +$14.9M 32 0.09% Increased
287
Silvercrest Asset Management
Silvercrest Asset Management
New York
$114M -$2M 11 0.75% Reduced
288
PFM
Premier Fund Managers
United Kingdom
$114M +$59.6M 2 4.68% Increased
289
Swiss Life Asset Management
Swiss Life Asset Management
$114M +$16M 18 0.59% Increased
290
William Blair Investment Management
William Blair Investment Management
Illinois
$114M -$14.9M 1 0.29% Reduced
291
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$114M +$15.6M 9 0.59% Increased
292
UniSuper Management
UniSuper Management
Australia
$114M -$5.08M 10 0.7% Reduced
293
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$113M +$2.19M 7 1.98% Increased
294
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$112M -$20.6M 16 0.32% Reduced
295
CCIP
Camrose Capital Investment Partners
United Kingdom
$112M +$22.3M 2 26.03% Increased
296
R.M. Davis Inc
R.M. Davis Inc
Maine
$111M -$6.13M 8 1.95% Reduced
297
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$109M +$2.74M 8 1.77% Increased
298
NZS Capital
NZS Capital
Colorado
$109M +$39M 1 3.34% Increased
299
Comerica Bank
Comerica Bank
Texas
$108M -$28.8M 32 0.41% Reduced
300
Arizona State Retirement System
Arizona State Retirement System
Arizona
$108M +$833K 27 0.58% Increased