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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
Boston Trust Walden
Boston Trust Walden
Massachusetts
$56.8M -$503K 7 0.83% Reduced
352
CAM
Cacti Asset Management
Georgia
$56.5M +$22.7K 1 4.57% Increased
353
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$56.3M +$1.91M 13 0.44% Increased
354
AC
Ascend Capital
California
$56.3M -$5.3M 3 2.11% Reduced
355
Zacks Investment Management
Zacks Investment Management
Illinois
$56.1M -$3.84M 10 1.22% Reduced
356
WPC
Waters Parkerson & Co
Louisiana
$55.5M -$580K 2 4.67% Reduced
357
SIM
Stelliam Investment Management
New York
$55.4M +$6.22M 1 2.29% Increased
358
Envestnet Asset Management
Envestnet Asset Management
Illinois
$55.3M -$3.36M 21 0.12% Reduced
359
Magellan Asset Management
Magellan Asset Management
Australia
$55.2M -$11.4M 5 0.18% Reduced
360
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$55M +$1.41M 2 4.27% Increased
361
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$54.5M +$15.2M 3 0.48% Increased
362
Gofen & Glossberg
Gofen & Glossberg
Illinois
$54.5M +$135K 5 1.95% Increased
363
CC
Capital Counsel
New York
$54.2M +$420K 1 4.46% Increased
364
Nomura Holdings
Nomura Holdings
Japan
$54.1M +$30.2M 8 0.1% Increased
365
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$53.9M +$950K 6 0.66% Increased
366
Sit Investment Associates
Sit Investment Associates
Minnesota
$53.8M -$13.9M 2 1.28% Reduced
367
AR
Advisory Research
Illinois
$53.7M +$16.4M 5 0.89% Increased
368
GTP
Global Thematic Partners
New York
$53.6M -$31.3M 1 1.77% Reduced
369
Norinchukin Bank
Norinchukin Bank
Japan
$53.5M +$5.98M 7 0.94% Increased
370
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$53.3M +$26.1M 13 0.55% Increased
371
Utah Retirement Systems
Utah Retirement Systems
Utah
$53.1M +$741K 9 1.12% Increased
372
Two Sigma Advisers
Two Sigma Advisers
New York
$53.1M -$251M 19 0.14% Reduced
373
IAM
Impala Asset Management
Florida
$52.9M -$2.43M 1 1.88% Reduced
374
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$52.5M +$371K 7 1.14% Increased
375
Scout Investments
Scout Investments
Missouri
$52.3M -$48.7M 2 1.29% Reduced