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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
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$222M -$47M 12 0.28% Reduced
152
Candriam SCA
Candriam SCA
Luxembourg
$216M +$25.4M 10 1.48% Increased
153
AAM
Ardevora Asset Management
United Kingdom
$214M +$39.9M 3 2.7% Increased
154
M&T Bank
M&T Bank
New York
$213M -$601K 13 0.94% Reduced
155
EARNEST Partners
EARNEST Partners
Georgia
$208M -$86.9K 11 1.22% Reduced
156
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$205M +$59.7M 4 0.52% Increased
157
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$204M +$3.82M 20 0.42% Increased
158
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$204M -$9.1M 5 2.9% Reduced
159
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$203M +$20M 16 0.59% Increased
160
Aberdeen Group
Aberdeen Group
United Kingdom
$203M -$21.1M 10 0.44% Reduced
161
Welch & Forbes
Welch & Forbes
Massachusetts
$202M +$3.07M 8 3.42% Increased
162
Truist Financial
Truist Financial
North Carolina
$199M -$5.65M 20 0.33% Reduced
163
Davenport & Co
Davenport & Co
Virginia
$198M +$26M 8 1.52% Increased
164
CIP
Champlain Investment Partners
Vermont
$198M -$1.43M 1 0.94% Reduced
165
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$197M -$21.1M 13 1.25% Reduced
166
KeyBank National Association
KeyBank National Association
Ohio
$196M +$210K 10 0.86% Increased
167
Harding Loevner
Harding Loevner
New Jersey
$192M +$1.37M 2 0.72% Increased
168
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$190M -$9.73M 15 1.92% Reduced
169
Beck Mack & Oliver
Beck Mack & Oliver
New York
$188M +$7.08M 2 5.01% Increased
170
Sands Capital Management
Sands Capital Management
Virginia
$177M +$18.8M 1 0.3% Increased
171
John W. Bristol & Co
John W. Bristol & Co
New York
$175M -$1.66M 3 3.22% Reduced
172
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$173M +$3.12M 5 4.24% Increased
173
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$169M +$60.2M 24 0.34% Increased
174
Eventide Asset Management
Eventide Asset Management
Massachusetts
$169M +$3.8M 3 2.27% Increased
175
CCLA Investment Management
CCLA Investment Management
United Kingdom
$168M -$41.9M 2 2.04% Reduced