← 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
426
Cresset Asset Management
Cresset Asset Management
Illinois
$44.8M +$3.26M 15 0.22% Increased
427
CT
Cambridge Trust
Massachusetts
$44.6M -$666K 8 1.69% Reduced
428
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.3M +$10.5M 19 0.32% Increased
429
GIP
Granite Investment Partners
California
$43.8M -$2.75M 7 1.67% Reduced
430
Private Advisor Group
Private Advisor Group
New Jersey
$43.8M -$755K 24 0.31% Reduced
431
MYAM
Meiji Yasuda Asset Management
Japan
$43.8M -$22.4M 15 1.86% Reduced
432
Kestra Advisory Services
Kestra Advisory Services
Texas
$43M +$703K 23 0.29% Increased
433
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$42.3M -$1.97M 8 0.96% Reduced
434
Oribel Capital Management
Oribel Capital Management
New York
$42.3M +$4.92M 1 2.47% Increased
435
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$42.3M -$1.81M 4 0.77% Reduced
436
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$42M -$3.8M 16 0.45% Reduced
437
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$42M -$3.8M 16 0.45% Reduced
438
USS Investment Management
USS Investment Management
United Kingdom
$41.8M -$6.33M 6 0.34% Reduced
439
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$41.7M +$24.9M 5 0.51% Increased
440
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$41.6M +$1.35M 24 1.29% Increased
441
PL
Polianta Ltd
Jersey
$41.4M $0 3 20.19% Maintained
442
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$41.4M +$1.1M 22 0.37% Increased
443
Credit Agricole
Credit Agricole
France
$41.2M +$4.22M 11 0.44% Increased
444
AFCM
Applied Finance Capital Management
Puerto Rico
$41M +$5.28M 1 2.88% Increased
445
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$40.8M -$2.12M 22 0.81% Reduced
446
Fenimore Asset Management
Fenimore Asset Management
New York
$40.4M +$804K 2 0.85% Increased
447
Evercore Wealth Management
Evercore Wealth Management
New York
$40.4M -$1.01M 7 0.63% Reduced
448
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$40.3M +$546K 3 1.67% Increased
449
PRO
Pensioenfonds Rail & OV
Netherlands
$40.1M -$17.9M 1 2.91% Reduced
450
FCM
Fernbridge Capital Management
California
$40M -$25.2M 1 3.07% Reduced