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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
401
Cresset Asset Management
Cresset Asset Management
Illinois
$52.8M +$7.96M 15 0.22% Increased
402
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$52.4M +$10.4M 26 1.59% Increased
403
Rafferty Asset Management
Rafferty Asset Management
New York
$52.2M +$2.26M 12 0.19% Increased
404
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$51.8M -$496K 20 0.91% Reduced
405
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$51.2M +$25.7M 14 1.18% Increased
406
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$50.7M +$293K 11 0.6% Increased
407
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.4M +$4.06M 19 0.27% Increased
408
Xponance
Xponance
Pennsylvania
$50.4M +$322K 18 0.51% Increased
409
Czech National Bank
Czech National Bank
Czech Republic
$50.3M +$3.69M 8 0.58% Increased
410
Scout Investments
Scout Investments
Missouri
$50.2M -$2.92M 3 1.35% Reduced
411
Guggenheim Capital
Guggenheim Capital
Illinois
$50.1M -$2.56M 15 0.36% Reduced
412
INTECH Investment Management
INTECH Investment Management
Florida
$49.6M +$31.5M 14 0.62% Increased
413
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$49.4M -$1.14M 1 1.67% Reduced
414
ZP
Zimmer Partners
New York
$49.3M -$22.8M 5 0.91% Reduced
415
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$49M -$61.8M 2 1.8% Reduced
416
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$48.9M +$617K 2 2.45% Increased
417
Meag Munich Ergo
Meag Munich Ergo
Germany
$48.4M +$9.23M 2 1.61% Increased
418
OFI Invest Asset Management
OFI Invest Asset Management
France
$48M +$20.4M 4 1.28% Increased
419
HP
Hikari Power
Japan
$47.9M $0 3 4.33% Maintained
420
Flossbach Von Storch
Flossbach Von Storch
Germany
$47.8M -$7.02M 1 0.2% Reduced
421
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$47.7M +$21.4M 10 0.61% Increased
422
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$47.4M +$33.5M 7 2.24% Increased
423
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$47.3M +$11.3M 7 0.85% Increased
424
Jump Financial
Jump Financial
Illinois
$47.1M +$11.1M 20 0.94% Increased
425
Utah Retirement Systems
Utah Retirement Systems
Utah
$47M -$1.76M 13 0.56% Reduced