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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
326
Tocqueville Asset Management
Tocqueville Asset Management
New York
$62.5M -$9.5M 5 0.8% Reduced
327
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$61.9M -$12.6M 8 0.32% Reduced
328
CC
Capital Counsel
New York
$61.3M +$5.83M 1 4.96% Increased
329
Westwood Holdings Group
Westwood Holdings Group
Texas
$61M +$11.5M 3 0.5% Increased
330
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$59.9M -$1.14M 5 1.82% Reduced
331
Los Angeles Capital Management
Los Angeles Capital Management
California
$59.4M -$69.1M 18 0.34% Reduced
332
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$59.3M +$2.04M 29 0.84% Increased
333
OCAM
Onex Canada Asset Management
Ontario, Canada
$59M +$63.3M 1 3.21% Increased
334
Commerce Bank
Commerce Bank
Missouri
$59M -$504K 8 0.78% Reduced
335
ELI
Empire Life Investments
Ontario, Canada
$58.7M +$16.6M 2 4.17% Increased
336
SAM
Sawgrass Asset Management
Florida
$58.7M -$2.78M 4 2.81% Reduced
337
Man Group
Man Group
United Kingdom
$58.4M +$60.1M 16 0.27% New
338
Evercore Wealth Management
Evercore Wealth Management
New York
$58.2M -$3.36M 5 2.22% Reduced
339
Two Sigma Advisers
Two Sigma Advisers
New York
$58.1M +$6.65M 20 0.16% Increased
340
Norinchukin Bank
Norinchukin Bank
Japan
$57.9M +$7.38M 7 0.97% Increased
341
Candriam SCA
Candriam SCA
Luxembourg
$57.8M -$10.2M 6 0.99% Reduced
342
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$57.6M -$7.88M 5 0.36% Reduced
343
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$57.3M -$2.54M 7 1.14% Reduced
344
Swiss Life Asset Management
Swiss Life Asset Management
$56.2M -$19.8M 5 0.98% Reduced
345
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$56.1M +$3.32M 11 0.43% Increased
346
GTP
Global Thematic Partners
New York
$56M -$2.03M 1 1.92% Reduced
347
HCM
Hahn Capital Management
California
$55M -$6.63M 2 5.8% Reduced
348
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$54.7M +$9.38M 15 0.38% Increased
349
Oppenheimer & Co
Oppenheimer & Co
New York
$54.6M -$2.31M 12 1.4% Reduced
350
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$54.3M +$5.48M 2 4.26% Increased