← All themes

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
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$36.3M -$7.74M 4 1.39% Reduced
352
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$35.9M -$15.7K 3 3.53% Reduced
353
ORIO
Old Republic International (ORI)
Illinois
$35.9M +$2.98M 1 1.6% Increased
354
AHL Partners
AHL Partners
United Kingdom
$35.9M +$14.7M 14 1.94% Increased
355
NIMI
Natixis Investment Managers International
France
$35.5M +$6.51M 10 3.88% Increased
356
Lazard Asset Management
Lazard Asset Management
New York
$35.5M +$13.1M 6 0.07% Increased
357
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$35.1M -$19.5M 11 0.33% Reduced
358
Nomura Asset Management
Nomura Asset Management
Japan
$34.9M -$5.75M 7 0.65% Reduced
359
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$34.7M +$17.3M 4 1.88% Increased
360
Calamos Advisors
Calamos Advisors
Illinois
$34.6M -$230K 3 0.24% Reduced
361
T
TOBAM
France
$34.5M +$20.7M 1 1.38% Increased
362
Regions Financial Corp
Regions Financial Corp
Alabama
$34.5M -$2.12M 4 0.45% Reduced
363
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.9M +$3.98M 14 0.37% Increased
364
CCB
Cutter & Co Brokerage
Missouri
$33.9M -$364K 8 14.48% Reduced
365
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$33.8M -$474K 7 0.78% Reduced
366
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$33.7M +$3.23M 3 0.38% Increased
367
WPC
Waters Parkerson & Co
Louisiana
$33.6M -$42.5K 2 3.6% Reduced
368
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$33.6M -$4.67M 2 0.61% Reduced
369
Sit Investment Associates
Sit Investment Associates
Minnesota
$33.3M -$25.9M 2 0.88% Reduced
370
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$33.1M -$71.7K 4 1.23% Reduced
371
Whittier Trust
Whittier Trust
California
$33M +$408K 16 1.45% Increased
372
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$32.8M -$328K 6 0.69% Reduced
373
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$32M -$787K 1 0.81% Reduced
374
PGH
Partners Group Holding
Switzerland
$31.7M +$602K 1 7.94% Increased
375
Huntington National Bank
Huntington National Bank
Ohio
$31.6M +$9.45M 11 0.79% Increased