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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
Panagora Asset Management
Panagora Asset Management
Massachusetts
$64.4M -$28.1M 21 0.26% Reduced
327
PGH
Partners Group Holding
Switzerland
$64.3M -$3.11M 3 7.44% Reduced
328
Tocqueville Asset Management
Tocqueville Asset Management
New York
$64M -$388K 6 0.81% Reduced
329
Sit Investment Associates
Sit Investment Associates
Minnesota
$63.6M +$11.2M 3 1.64% Increased
330
Norinchukin Bank
Norinchukin Bank
Japan
$63.3M +$4.05M 7 0.95% Increased
331
CC
Capital Counsel
New York
$62.8M -$40.7K 1 4.79% Reduced
332
MSL
Mackay Shields LLC
New York
$62.5M -$17.1M 10 0.43% Reduced
333
Scout Investments
Scout Investments
Missouri
$61.6M +$9.22M 2 1.4% Increased
334
Guggenheim Capital
Guggenheim Capital
Illinois
$61.6M -$443M 25 0.41% Reduced
335
Commerce Bank
Commerce Bank
Missouri
$61.2M +$609K 8 0.78% Increased
336
Evercore Wealth Management
Evercore Wealth Management
New York
$60.3M +$2.64M 5 2.06% Increased
337
Gofen & Glossberg
Gofen & Glossberg
Illinois
$60M +$6.18M 2 2.23% Increased
338
Royal London Asset Management
Royal London Asset Management
United Kingdom
$59.5M +$60.7M 7 0.6% New
339
AC
Ascend Capital
California
$58.8M +$30.9M 3 2.77% Increased
340
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$57M +$590K 2 4.38% Increased
341
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$56.8M +$4.81M 8 0.85% Increased
342
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$55.9M +$12.1M 1 6.15% Increased
343
EMG
ETF Managers Group
New Jersey
$55.4M +$1.66M 12 3.99% Increased
344
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$55.3M +$1.83M 4 3.24% Increased
345
CPI
Crestview Partners II
New York
$55.3M $0 1 34.22% Maintained
346
Nissay Asset Management
Nissay Asset Management
Japan
$55.2M +$6.07M 8 1.61% Increased
347
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$55M +$6.35M 17 0.74% Increased
348
CAM
Cacti Asset Management
Georgia
$55M +$7.15K 1 4.44% Increased
349
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$54.8M +$3.48M 4 0.43% Increased
350
NA
Neuburgh Advisers
California
$54.3M +$13.3M 13 1.81% Increased