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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
451
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$22.4M -$2.36M 9 0.53% Reduced
452
CTA
Chesley Taft & Associates
Illinois
$22.4M -$532K 4 2.26% Reduced
453
TU
TDAM USA
Ontario, Canada
$22.3M -$394K 2 0.94% Reduced
454
SM
Stratton Management
Pennsylvania
$22.2M +$3.45M 4 0.91% Increased
455
RU
RobecoSam USA
New York
$22.1M -$2.77M 9 23.83% Reduced
456
GP
GLG Partners
United Kingdom
$22.1M +$20.2M 3 0.64% Increased
457
PointState Capital
PointState Capital
New York
$22M +$23.2M 1 0.37% New
458
FMA
Fiduciary Management Associates
Illinois
$21.7M +$919K 2 1.35% Increased
459
Placemark Investments
Placemark Investments
Illinois
$21.7M -$756K 7 0.38% Reduced
460
MP
MSD Partners
New York
$21.6M -$53.8M 1 0.51% Reduced
461
AL
Airain Ltd
Guernsey
$21.6M +$17.7M 5 1.77% Increased
462
BRWA
B. Riley Wealth Advisors
Florida
$21.5M +$2.42M 22 0.46% Increased
463
CISOA
Capital Investment Services of America
Wisconsin
$21.2M +$159K 2 4.93% Increased
464
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$21.1M -$96.8K 1 0.18% Reduced
465
Gofen & Glossberg
Gofen & Glossberg
Illinois
$21.1M +$413K 5 0.9% Increased
466
Williams Jones & Associates
Williams Jones & Associates
New York
$21.1M +$6.23M 4 0.87% Increased
467
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$21M -$1.06M 9 1.22% Reduced
468
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$20.9M -$2.55M 9 0.65% Reduced
469
Polar Capital
Polar Capital
United Kingdom
$20.9M -$15.3M 1 0.41% Reduced
470
ECM
Estabrook Capital Management
New York
$20.5M -$211K 5 2.26% Reduced
471
BPBT
Boston Private Bank & Trust
Massachusetts
$20.5M +$3.97M 12 0.95% Increased
472
Candriam SCA
Candriam SCA
Luxembourg
$20.1M +$21M 4 0.42% New
473
Trillium Asset Management
Trillium Asset Management
Massachusetts
$20.1M +$5.35M 2 1.37% Increased
474
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$20M +$7.08M 12 0.3% Increased
475
Sit Investment Associates
Sit Investment Associates
Minnesota
$19.9M -$928K 4 0.33% Reduced