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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
Andra AP-fonden
Andra AP-fonden
Sweden
$58.8M +$7.84M 6 0.94% Increased
377
AFCM
Applied Finance Capital Management
Puerto Rico
$57.7M +$1.29M 6 2.51% Increased
378
Nicholas Company
Nicholas Company
Wisconsin
$56.8M -$5.61K 3 0.92% Reduced
379
SG Americas Securities
SG Americas Securities
New York
$56.6M -$81.1M 27 0.23% Reduced
380
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$56.4M -$24.3K 11 0.81% Reduced
381
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$56.3M -$3.73M 5 0.18% Reduced
382
PGH
Partners Group Holding
Switzerland
$55.9M -$1.52M 1 2% Reduced
383
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$55.9M +$11.1M 2 1.1% Increased
384
Czech National Bank
Czech National Bank
Czech Republic
$55.8M +$3.51M 8 0.52% Increased
385
Weiss Asset Management
Weiss Asset Management
Massachusetts
$55.3M +$34.8M 9 1.04% Increased
386
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$55.3M +$11M 2 2.55% Increased
387
Xponance
Xponance
Pennsylvania
$54.8M +$4.85M 20 0.5% Increased
388
CCM
Compass Capital Management
Minnesota
$54.7M -$41.2K 1 3.59% Reduced
389
SCI
S&CO Inc
Massachusetts
$54.7M -$387K 3 3.71% Reduced
390
BCAM
Boston Common Asset Management
Massachusetts
$54.3M -$10.2M 4 1.58% Reduced
391
Nissay Asset Management
Nissay Asset Management
Japan
$54.2M -$6.1M 11 0.33% Reduced
392
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$54.1M +$6.15M 2 0.73% Increased
393
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$53.9M -$3.67M 23 0.6% Reduced
394
Covea Finance
Covea Finance
France
$53.5M -$35M 4 2.41% Reduced
395
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$53.3M +$403K 2 2.37% Increased
396
BFO
Boston Family Office
Massachusetts
$53.3M -$889K 5 3.66% Reduced
397
CISOA
Capital Investment Services of America
Wisconsin
$53.2M -$545K 3 5.07% Reduced
398
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$52.9M -$4.87M 25 0.21% Reduced
399
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.8M +$1.34M 21 0.27% Increased
400
Railway Pension Investments
Railway Pension Investments
United Kingdom
$52.6M +$2.67M 2 0.7% Increased