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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
426
William Blair Investment Management
William Blair Investment Management
Illinois
$54.1M -$63M 2 0.16% Reduced
427
Chilton Investment Company
Chilton Investment Company
Connecticut
$53.8M +$43.9M 4 1.29% Increased
428
Oberweis Asset Management
Oberweis Asset Management
Illinois
$53.5M +$22.6M 3 1.11% Increased
429
Magnetar Financial
Magnetar Financial
Illinois
$53.5M +$4.54M 8 0.49% Increased
430
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$53.2M +$25.2M 9 0.56% Increased
431
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$52.5M +$15.3M 4 1.04% Increased
432
PineBridge Investments
PineBridge Investments
New York
$52.4M +$341K 8 0.43% Increased
433
CPI
Crestview Partners II
New York
$52.3M -$22.5M 1 22.26% Reduced
434
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$51.7M +$10.9M 1 1.82% Increased
435
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$51.6M +$52.4M 1 0.6% New
436
MYAM
Meiji Yasuda Asset Management
Japan
$51.2M -$3.72M 16 2.3% Reduced
437
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$51.2M +$1.42M 2 1.66% Increased
438
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$51M -$7.6M 32 0.51% Reduced
439
Whittier Trust
Whittier Trust
California
$50.8M +$3.09M 24 0.5% Increased
440
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$50.7M +$11.6M 9 0.6% Increased
441
Glenview Trust
Glenview Trust
Kentucky
$50.7M +$3.62M 7 0.7% Increased
442
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$50.4M +$12.4M 10 0.8% Increased
443
Magellan Asset Management
Magellan Asset Management
Australia
$50.3M +$1.83M 6 1.13% Increased
444
Geneva Capital Management
Geneva Capital Management
Wisconsin
$50.3M -$2.21M 4 1.15% Reduced
445
Jump Financial
Jump Financial
Illinois
$50.3M +$28.8M 21 0.4% Increased
446
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$50.2M -$1.44M 28 1.3% Reduced
447
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$50M +$25.9M 9 1.37% Increased
448
CAM
Capco Asset Management
Florida
$50M -$913K 1 13.65% Reduced
449
OCM
Osterweis Capital Management
California
$49.7M -$381K 2 2.34% Reduced
450
CU
CDAM (UK)
United Kingdom
$49.1M -$12.1M 1 12.68% Reduced