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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
101
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$299M -$2.61M 5 3.58% Reduced
102
HSBC Holdings
HSBC Holdings
United Kingdom
$299M +$15.9M 20 0.42% Increased
103
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$297M +$111M 4 4.43% Increased
104
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$295M +$53M 18 0.86% Increased
105
Ninety One (UK)
Ninety One (UK)
United Kingdom
$294M -$33M 1 0.87% Reduced
106
Axa
Axa
France
$294M +$31.2M 16 1.09% Increased
107
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$288M -$41.1M 10 1.1% Reduced
108
APG Asset Management
APG Asset Management
Netherlands
$287M +$305K 12 0.67% Increased
109
Storebrand Asset Management
Storebrand Asset Management
Norway
$280M +$16.6M 16 1.59% Increased
110
CCM
Cantillon Capital Management
New York
$276M -$910K 1 2.31% Reduced
111
C WorldWide Group
C WorldWide Group
Denmark
$275M +$3.38M 2 3.45% Increased
112
BP
Berkshire Partners
Massachusetts
$267M -$102M 1 26.28% Reduced
113
Russell Investments Group
Russell Investments Group
United Kingdom
$261M +$29.3M 25 0.53% Increased
114
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$259M +$7.77M 28 1.52% Increased
115
Envestnet Asset Management
Envestnet Asset Management
Illinois
$258M -$816K 28 0.14% Reduced
116
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$257M -$2.55M 8 4.15% Reduced
117
National Pension Service
National Pension Service
South Korea
$256M +$18M 6 0.53% Increased
118
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$254M +$1.4M 7 1.95% Increased
119
VanEck Associates
VanEck Associates
New York
$248M +$105M 20 0.66% Increased
120
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$247M -$18.1M 30 0.6% Reduced
121
Marshall Wace
Marshall Wace
United Kingdom
$247M -$33.4M 19 0.51% Reduced
122
Adage Capital Partners
Adage Capital Partners
Massachusetts
$247M +$60.6M 12 0.57% Increased
123
Personal Capital Advisors
Personal Capital Advisors
California
$247M +$3.87M 7 1.29% Increased
124
TD Asset Management
TD Asset Management
Ontario, Canada
$245M -$5.34M 15 0.28% Reduced
125
Baird Financial Group
Baird Financial Group
Wisconsin
$243M +$6.66M 18 0.67% Increased