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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
Epoch Investment Partners
Epoch Investment Partners
New York
$55M +$4.87M 2 0.25% Increased
352
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$54.5M -$3.48M 17 0.62% Reduced
353
Geneva Capital Management
Geneva Capital Management
Wisconsin
$54.5M +$12.2M 3 0.92% Increased
354
TIA
Tandem Investment Advisors
South Carolina
$54.4M +$1.63M 2 5.84% Increased
355
Pinnacle Associates
Pinnacle Associates
New York
$54.3M -$1.63M 11 1.1% Reduced
356
Rathbones Group
Rathbones Group
United Kingdom
$54.1M +$3.06M 7 0.77% Increased
357
CL
CSS LLC
Illinois
$54.1M +$44.2M 1 2.07% Increased
358
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$53.7M +$11M 4 0.47% Increased
359
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$53.1M -$3.38M 8 0.7% Reduced
360
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$53M +$2.21M 6 2.16% Increased
361
JCI
Jet Capital Investors
New York
$53M +$2.82M 1 13.31% Increased
362
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$52.2M -$10.4M 21 0.31% Reduced
363
SCI
S&CO Inc
Massachusetts
$51.3M -$143K 1 4.58% Reduced
364
WBC
Westpac Banking Corp
Australia
$51.3M -$1.04M 8 0.58% Reduced
365
SIC
Schwartz Investment Counsel
Michigan
$51.1M -$1.25M 1 2.32% Reduced
366
GIP
Granite Investment Partners
California
$50.8M -$20M 4 1.78% Reduced
367
SCM
Suvretta Capital Management
New York
$50.7M +$47.7M 1 0.72% New
368
HCM
Howland Capital Management
Massachusetts
$50.3M +$756K 5 2.96% Increased
369
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$50.3M -$14.7M 13 0.38% Reduced
370
Chilton Investment Company
Chilton Investment Company
Connecticut
$50.2M -$5.49M 2 1.43% Reduced
371
MC
MIG Capital
California
$50.2M -$21.3M 1 4.54% Reduced
372
Confluence Investment Management
Confluence Investment Management
Missouri
$48.9M -$1.05M 3 0.73% Reduced
373
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$48.7M -$4.23M 3 0.3% Reduced
374
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$48.7M -$1.51M 2 2.97% Reduced
375
CISOA
Capital Investment Services of America
Wisconsin
$48.6M +$1.56M 2 5.08% Increased