← All themes

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
FACM
Forest Avenue Capital Management
Florida
$66.3M +$6.86M 1 9.06% Increased
377
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$64.7M +$339K 33 0.65% Increased
378
OP Asset Management
OP Asset Management
$63.7M +$65.3M 16 1.07% New
379
Congress Wealth Management
Congress Wealth Management
Massachusetts
$63.2M -$7.8M 12 0.76% Reduced
380
Homestead Advisers
Homestead Advisers
Virginia
$63.1M $0 1 1.54% Maintained
381
Royce & Associates
Royce & Associates
New York
$62.4M -$5.17M 8 0.68% Reduced
382
Magnetar Financial
Magnetar Financial
Illinois
$62.2M +$47.7M 11 0.82% Increased
383
CCM
Compass Capital Management
Minnesota
$61.9M -$130K 1 4.07% Reduced
384
Czech National Bank
Czech National Bank
Czech Republic
$61.9M +$3.4M 8 0.57% Increased
385
Pinnacle Associates
Pinnacle Associates
New York
$61.8M -$2.95M 10 0.91% Reduced
386
Nicholas Company
Nicholas Company
Wisconsin
$60.1M +$7.46K 3 1.04% Increased
387
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$59.9M -$790K 28 0.2% Reduced
388
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$59.9M -$1.93M 11 0.61% Reduced
389
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$59.8M +$11.4M 5 1.2% Increased
390
SCI
S&CO Inc
Massachusetts
$59M -$99.6K 3 3.96% Reduced
391
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$58.9M +$9.78M 16 0.66% Increased
392
Cohen & Steers
Cohen & Steers
New York
$58.7M +$1.4M 1 0.11% Increased
393
CISOA
Capital Investment Services of America
Wisconsin
$58.7M +$25.5K 3 5.94% Increased
394
Algert Global
Algert Global
California
$58.5M -$1.73M 11 1.45% Reduced
395
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$58.5M +$3.65M 26 1.69% Increased
396
MYAM
Meiji Yasuda Asset Management
Japan
$58.4M +$12.7M 14 2.35% Increased
397
Railway Pension Investments
Railway Pension Investments
United Kingdom
$58.3M +$5.25M 3 0.83% Increased
398
Jones Financial Companies
Jones Financial Companies
Missouri
$58.2M +$12.6M 33 0.05% Increased
399
IFM Investors
IFM Investors
Australia
$58.1M -$5.24M 11 0.63% Reduced
400
BFO
Boston Family Office
Massachusetts
$57.8M -$307K 5 4.09% Reduced