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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
Palisade Capital Management
Palisade Capital Management
New Jersey
$32.1M +$691K 3 1.14% Increased
377
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$32M -$6.39M 16 0.55% Reduced
378
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$31.6M +$2.26M 8 2.13% Increased
379
Andra AP-fonden
Andra AP-fonden
Sweden
$31.6M +$8.18M 8 1.15% Increased
380
MSA
Mason Street Advisors
Wisconsin
$31.5M $0 15 0.72% Maintained
381
M&G Investment Management
M&G Investment Management
United Kingdom
$31.3M -$6.08M 3 0.38% Reduced
382
SAM
Scopus Asset Management
New York
$31.3M -$51.9M 3 2.68% Reduced
383
UH
Unigestion Holding
Switzerland
$31.2M +$33.6M 1 1.16% New
384
Geneva Capital Management
Geneva Capital Management
Wisconsin
$30.9M +$35.2M 2 0.88% New
385
BFO
Boston Family Office
Massachusetts
$30.8M +$946K 5 3.64% Increased
386
Gotham Asset Management
Gotham Asset Management
New York
$30.2M -$29.5M 14 0.84% Reduced
387
SG Americas Securities
SG Americas Securities
New York
$30.1M -$16.6M 29 0.28% Reduced
388
SJIC
St. James Investment Company
Texas
$30.1M +$20.5M 1 3.78% Increased
389
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$30M +$258K 3 4.58% Increased
390
MAP
Madison Avenue Partners
New York
$29.9M +$42.8M 1 14.84% New
391
Voloridge Investment Management
Voloridge Investment Management
Florida
$29.9M -$2.55M 9 0.86% Reduced
392
AR
Advisory Research
Illinois
$29.7M +$25.3M 1 2.06% Increased
393
Utah Retirement Systems
Utah Retirement Systems
Utah
$29.6M -$18.2K 9 0.64% Reduced
394
AAM
AMI Asset Management
California
$29.5M -$16.1M 1 1.86% Reduced
395
Emerald Advisers
Emerald Advisers
Pennsylvania
$29.4M -$3.5M 2 1.7% Reduced
396
ESCM
Echo Street Capital Management
New York
$29.4M -$1.06M 1 0.63% Reduced
397
Amalgamated Bank
Amalgamated Bank
New York
$29.1M -$1.09M 20 0.71% Reduced
398
Railway Pension Investments
Railway Pension Investments
United Kingdom
$29M -$460K 3 0.4% Reduced
399
Guggenheim Capital
Guggenheim Capital
Illinois
$28.9M -$12.1M 12 0.29% Reduced
400
Scout Investments
Scout Investments
Missouri
$28.8M -$8.92M 2 0.86% Reduced