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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
351
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$76.5M -$1.41M 12 0.14% Reduced
352
Markel Group
Markel Group
Virginia
$76.4M $0 1 0.58% Maintained
353
Hood River Capital Management
Hood River Capital Management
Florida
$75.4M +$41.7M 2 0.55% Increased
354
Verition Fund Management
Verition Fund Management
Connecticut
$74.8M +$12.7M 14 0.38% Increased
355
Cartenna Capital
Cartenna Capital
Connecticut
$74.4M -$15.6M 1 1.77% Reduced
356
Engineers Gate Manager
Engineers Gate Manager
New York
$74.3M -$10.6M 18 0.96% Reduced
357
HCM
Howland Capital Management
Massachusetts
$74.2M -$2.44M 3 2.68% Reduced
358
Country Trust Bank
Country Trust Bank
Illinois
$74.1M +$5.71M 5 1.3% Increased
359
CAM
Cacti Asset Management
Georgia
$74M $0 1 3.71% Maintained
360
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$73.6M +$325K 14 0.33% Increased
361
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$73.4M +$2.55M 36 0.55% Increased
362
MCI
McDonald Capital Investors
California
$73.1M -$7.85M 1 5.34% Reduced
363
Amalgamated Bank
Amalgamated Bank
New York
$72.8M -$4.09M 24 0.5% Reduced
364
Mercer Global Advisors
Mercer Global Advisors
Colorado
$72.4M +$6.5M 38 0.09% Increased
365
AE Wealth Management
AE Wealth Management
Kansas
$72.2M +$4.64M 15 0.34% Increased
366
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$72.1M -$16M 11 0.11% Reduced
367
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$71.9M +$1.87M 11 0.11% Increased
368
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$71.8M +$841K 4 2.32% Increased
369
Douglas Lane & Associates
Douglas Lane & Associates
New York
$71.3M +$7.91M 3 0.97% Increased
370
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$71.2M +$43.7M 14 0.46% Increased
371
IP
Interval Partners
New York
$71M -$67.5M 1 1.83% Reduced
372
LMR Partners
LMR Partners
United Kingdom
$70.1M +$41.6M 8 0.26% Increased
373
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$70M +$2.25M 1 1.03% Increased
374
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$69.8M -$11.9M 30 0.11% Reduced
375
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$69.4M +$663K 6 1.69% Increased