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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
376
Credit Agricole
Credit Agricole
France
$39.6M +$6.47M 6 1.92% Increased
377
MSA
Mason Street Advisors
Wisconsin
$39.6M +$391K 14 0.8% Increased
378
Emerald Advisers
Emerald Advisers
Pennsylvania
$39.5M -$4.37M 2 1.85% Reduced
379
Zacks Investment Management
Zacks Investment Management
Illinois
$39.5M +$275K 7 0.79% Increased
380
Utah Retirement Systems
Utah Retirement Systems
Utah
$39.3M +$126K 9 0.75% Increased
381
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$39.3M +$2.45M 1 4.46% Increased
382
MC
MIG Capital
California
$39M +$6.79M 1 5.04% Increased
383
MAP
Managed Asset Portfolios
Michigan
$38.8M +$253K 1 8.51% Increased
384
Braun Stacey Associates
Braun Stacey Associates
New York
$38.7M +$997K 3 2.44% Increased
385
CT
Cambridge Trust
Massachusetts
$38.6M -$25K 6 2.24% Reduced
386
Laurion Capital Management
Laurion Capital Management
New York
$38.5M +$12.5M 5 0.29% Increased
387
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$38.4M -$1.98M 6 0.28% Reduced
388
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$38.3M +$1.36M 8 0.62% Increased
389
Marshall Wace
Marshall Wace
United Kingdom
$37.8M -$23.2M 14 0.3% Reduced
390
DnB Asset Management
DnB Asset Management
Norway
$37.7M +$4.98M 5 0.43% Increased
391
BFO
Boston Family Office
Massachusetts
$37.7M +$1.27M 5 3.91% Increased
392
ELI
Empire Life Investments
Ontario, Canada
$37.7M -$2.77M 2 3.16% Reduced
393
LIA
LS Investment Advisors
Michigan
$37.7M -$7.88K 16 2.2% Reduced
394
Tocqueville Asset Management
Tocqueville Asset Management
New York
$37.4M -$4.38M 8 0.51% Reduced
395
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$37.4M +$37.7M 4 0.67% New
396
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$37.1M -$8.31M 1 0.38% Reduced
397
Amalgamated Bank
Amalgamated Bank
New York
$36.5M +$1.94M 20 0.77% Increased
398
SGAM
Smith Group Asset Management
Texas
$36.2M +$3.35M 4 1.27% Increased
399
RA
RR Advisors
Texas
$35.9M -$2.02M 1 4.43% Reduced
400
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$35.7M +$10.6M 9 1.05% Increased