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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
151
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$205M +$583K 5 0.52% Increased
152
Vontobel Holding
Vontobel Holding
Switzerland
$204M +$36.1M 13 1.51% Increased
153
EARNEST Partners
EARNEST Partners
Georgia
$204M +$16.4M 11 1.22% Increased
154
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$203M +$20.5M 16 0.44% Increased
155
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$201M +$23.1M 21 1.14% Increased
156
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$201M +$25.3M 10 1.6% Increased
157
Truist Financial
Truist Financial
North Carolina
$200M -$16.1M 18 0.35% Reduced
158
1832 Asset Management
1832 Asset Management
Ontario, Canada
$198M +$11.1M 8 0.43% Increased
159
CCLA Investment Management
CCLA Investment Management
United Kingdom
$197M -$53.7M 3 3.94% Reduced
160
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$191M +$2.47M 11 1.43% Increased
161
Welch & Forbes
Welch & Forbes
Massachusetts
$189M +$20.7M 8 3.49% Increased
162
AustralianSuper
AustralianSuper
Australia
$188M $0 1 1.47% Maintained
163
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$186M +$41.5M 15 0.64% Increased
164
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$185M +$1.7M 6 2.05% Increased
165
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$185M -$62.2M 20 0.41% Reduced
166
Adage Capital Partners
Adage Capital Partners
Massachusetts
$180M -$43.9M 9 0.37% Reduced
167
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$179M +$8.25M 9 0.67% Increased
168
KeyBank National Association
KeyBank National Association
Ohio
$177M +$3.98M 10 0.82% Increased
169
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$177M +$19.2M 35 0.26% Increased
170
Westfield Capital Management
Westfield Capital Management
Massachusetts
$176M -$19.5M 1 1.1% Reduced
171
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$171M -$11.6M 16 0.57% Reduced
172
Candriam SCA
Candriam SCA
Luxembourg
$166M +$381 8 1.39% Increased
173
PGGM Investments
PGGM Investments
Netherlands
$166M -$5.19M 7 0.72% Reduced
174
AAM
Ardevora Asset Management
United Kingdom
$166M -$2.9M 3 2.46% Reduced
175
Sarasin & Partners
Sarasin & Partners
United Kingdom
$164M -$57.8M 1 1.93% Reduced