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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
SCI
S&CO Inc
Massachusetts
$60.6M -$396K 5 3.76% Reduced
402
IFM Investors
IFM Investors
Australia
$60.5M +$1.51M 9 0.51% Increased
403
Ethic Inc
Ethic Inc
New York
$59.3M +$1.41M 21 0.91% Increased
404
Geneva Capital Management
Geneva Capital Management
Wisconsin
$59.1M +$1.35M 4 1.11% Increased
405
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$58.2M -$9.58M 12 0.1% Reduced
406
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$58.1M -$138K 6 0.15% Reduced
407
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$56.9M -$3.44M 6 1.27% Reduced
408
BFO
Boston Family Office
Massachusetts
$56.9M -$685K 5 3.61% Reduced
409
Aquatic Capital Management
Aquatic Capital Management
Illinois
$56.3M +$1.72M 18 1.6% Increased
410
Vident Advisory
Vident Advisory
Georgia
$55.7M +$2.85M 17 0.51% Increased
411
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$55.6M +$934K 29 0.42% Increased
412
MPIA
Mountain Pacific Investment Advisers
Idaho
$55.3M -$76.7K 6 8.96% Reduced
413
AE Wealth Management
AE Wealth Management
Kansas
$55M +$9.29M 16 0.32% Increased
414
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$55M -$1.76M 26 1.42% Reduced
415
Kennedy Capital Management
Kennedy Capital Management
Missouri
$55M -$8.78M 10 1.16% Reduced
416
Xponance
Xponance
Pennsylvania
$54.9M -$8.15M 22 0.41% Reduced
417
SAM
Scopus Asset Management
New York
$54.8M -$40.2M 3 0.9% Reduced
418
Pinnacle Associates
Pinnacle Associates
New York
$54.7M -$4.23M 12 0.7% Reduced
419
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$53.6M -$23.5M 4 0.9% Reduced
420
Intesa Sanpaolo SpA.
Intesa Sanpaolo SpA.
Italy
$53.3M +$53.9M 10 3.06% New
421
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$53.2M +$3.42M 4 0.32% Increased
422
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$52.9M -$2.36M 1 0.87% Reduced
423
CCM
Compass Capital Management
Minnesota
$52.8M +$3.97M 1 2.94% Increased
424
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$52.8M -$1.82M 2 0.54% Reduced
425
LSV Asset Management
LSV Asset Management
Illinois
$52.8M +$34.1M 4 0.12% Increased