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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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$72.6M -$8.06M 3 0.23% Reduced
352
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$72.5M +$1.1M 28 0.06% Increased
353
Homestead Advisers
Homestead Advisers
Virginia
$72.5M -$48.7K 1 1.73% Reduced
354
Swiss Life Asset Management
Swiss Life Asset Management
$72.3M +$1.43M 12 0.82% Increased
355
HCM
Howland Capital Management
Massachusetts
$72.3M -$4.29M 5 3.13% Reduced
356
M
Mirova
France
$71.9M -$1.61M 11 12.42% Reduced
357
Panagora Asset Management
Panagora Asset Management
Massachusetts
$71.8M +$4.33M 13 0.34% Increased
358
Pathstone Holdings
Pathstone Holdings
New Jersey
$71.7M +$1.14M 21 0.32% Increased
359
Congress Wealth Management
Congress Wealth Management
Massachusetts
$71.6M +$1.3M 10 0.95% Increased
360
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$71.6M -$3.91M 9 0.17% Reduced
361
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$71.3M +$9.41M 3 1.43% Increased
362
WIM
Weitz Investment Management
Nebraska
$70.4M $0 2 3.47% Maintained
363
IFM Investors
IFM Investors
Australia
$70.2M +$4.17M 12 0.67% Increased
364
Markel Group
Markel Group
Virginia
$70M $0 1 0.63% Maintained
365
Waverly Advisors
Waverly Advisors
Alabama
$69.9M +$3.51M 10 1.29% Increased
366
PFM
Premier Fund Managers
United Kingdom
$69.6M $0 1 2.47% Maintained
367
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$69.3M -$12.9M 4 2.83% Reduced
368
Scout Investments
Scout Investments
Missouri
$69.2M +$16.9M 4 1.82% Increased
369
Pinnacle Associates
Pinnacle Associates
New York
$68.6M +$2.93M 11 1.17% Increased
370
WCM Investment Management
WCM Investment Management
California
$68.2M -$10.9M 2 0.15% Reduced
371
RG
Renaissance Group
Kentucky
$68M -$771K 2 2.8% Reduced
372
Nissay Asset Management
Nissay Asset Management
Japan
$67.9M -$13.7M 11 0.43% Reduced
373
Cannell & Spears
Cannell & Spears
New York
$67.5M +$47.9M 5 1.33% Increased
374
PGH
Partners Group Holding
Switzerland
$67.4M +$1.17M 1 4.34% Increased
375
INTECH Investment Management
INTECH Investment Management
Florida
$66.7M +$10.6M 24 0.75% Increased