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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
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$46.8M +$12.2M 19 0.8% Increased
377
RHBC
R.H. Bluestein & Co
Michigan
$46.2M +$4.83M 13 1.96% Increased
378
Washington Trust
Washington Trust
Rhode Island
$45.9M +$1.21M 13 1.41% Increased
379
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$45.2M -$102K 1 0.25% Reduced
380
SCM
Scopia Capital Management
New York
$44.9M +$42.6M 1 5.57% New
381
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$44.6M -$9.36M 6 1.61% Reduced
382
Andra AP-fonden
Andra AP-fonden
Sweden
$44.5M -$1.04M 5 0.98% Reduced
383
Huntington National Bank
Huntington National Bank
Ohio
$44.3M -$793K 18 0.53% Reduced
384
BFO
Boston Family Office
Massachusetts
$44.1M -$43.3K 5 3.31% Reduced
385
Kennedy Capital Management
Kennedy Capital Management
Missouri
$43.9M -$8.2M 8 0.88% Reduced
386
Emerald Advisers
Emerald Advisers
Pennsylvania
$43.8M -$5.52M 3 1.58% Reduced
387
CI
Cooper Investors
Australia
$43.5M +$85.1K 2 3.24% Increased
388
Första AP-fonden
Första AP-fonden
Sweden
$43.1M +$1.28M 7 0.6% Increased
389
Utah Retirement Systems
Utah Retirement Systems
Utah
$42.9M -$4.79M 9 0.6% Reduced
390
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$42.8M -$3.17M 30 0.64% Reduced
391
Nicholas Company
Nicholas Company
Wisconsin
$42.1M +$872K 2 0.79% Increased
392
Cambiar Investors
Cambiar Investors
Colorado
$41.6M +$1.86M 3 1.45% Increased
393
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$41.4M +$3.39M 18 0.22% Increased
394
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$41.4M +$9.63M 16 0.41% Increased
395
Prudential plc
Prudential plc
United Kingdom
$41.3M -$1.76M 4 0.29% Reduced
396
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$40.3M -$289K 8 1.88% Reduced
397
BCM
BTR Capital Management
California
$40.2M +$1.76M 6 5.85% Increased
398
Squarepoint
Squarepoint
New York
$40.1M -$33.8M 19 0.23% Reduced
399
PL
Polianta Ltd
Jersey
$39.6M $0 2 21.96% Maintained
400
SAM
Shell Asset Management
Netherlands
$39.6M +$7.02M 14 0.79% Increased