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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
IFM Investors
IFM Investors
Australia
$59.8M +$1.64M 9 0.57% Increased
402
BFO
Boston Family Office
Massachusetts
$59.6M +$261K 5 3.96% Increased
403
CCM
Compass Capital Management
Minnesota
$59.6M -$2.83K 1 3.19% Reduced
404
CISOA
Capital Investment Services of America
Wisconsin
$59.5M +$146 3 5.44% Increased
405
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$59.4M +$9.04M 11 0.21% Increased
406
Royce & Associates
Royce & Associates
New York
$59.3M -$4.12M 6 0.61% Reduced
407
Railway Pension Investments
Railway Pension Investments
United Kingdom
$59.3M +$278K 3 0.84% Increased
408
Nicholas Company
Nicholas Company
Wisconsin
$59.1M $0 3 0.99% Maintained
409
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$59M +$747K 24 0.63% Increased
410
Mercer Global Advisors
Mercer Global Advisors
Colorado
$59M -$304K 27 0.12% Reduced
411
Xponance
Xponance
Pennsylvania
$58.8M -$466K 22 0.49% Reduced
412
Wasatch Advisors
Wasatch Advisors
Utah
$58.7M -$8.25M 2 0.31% Reduced
413
Andra AP-fonden
Andra AP-fonden
Sweden
$58.4M +$8.18M 7 0.81% Increased
414
Homestead Advisers
Homestead Advisers
Virginia
$58.2M +$205K 1 1.38% Increased
415
PGH
Partners Group Holding
Switzerland
$58.1M -$6.66M 1 2.73% Reduced
416
BCAM
Boston Common Asset Management
Massachusetts
$57.8M +$1.06M 4 1.62% Increased
417
Geneva Capital Management
Geneva Capital Management
Wisconsin
$57.3M +$4.8M 4 0.96% Increased
418
Pinnacle Associates
Pinnacle Associates
New York
$57.3M -$6.45M 11 0.83% Reduced
419
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.2M +$7.71M 26 0.25% Increased
420
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$57.1M -$656K 9 0.46% Reduced
421
Country Trust Bank
Country Trust Bank
Illinois
$56.3M +$615K 4 1.26% Increased
422
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$55.6M +$2.69M 2 0.61% Increased
423
IEQ Capital
IEQ Capital
California
$55.4M +$32.3M 13 0.34% Increased
424
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$54M +$6.46M 21 0.61% Increased
425
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$53.5M -$772K 25 0.21% Reduced