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 |
Ninety One (UK)
London,
United Kingdom
| $236M | +$34.1M | 1 | 0.69% | Increased |
|
| 152 |
Cerity Partners
New York
| $235M | +$10.6M | 18 | 0.92% | Increased |
|
| 153 |
Los Angeles Capital Management
Los Angeles,
California
| $233M | +$66.1M | 11 | 0.94% | Increased |
|
| 154 |
Segall Bryant & Hamill
Chicago,
Illinois
| $233M | -$7.24M | 12 | 2.44% | Reduced |
|
| 155 |
Holocene Advisors
New York
| $231M | +$166M | 10 | 0.99% | Increased |
|
| 156 |
William Blair & Company
Chicago,
Illinois
| $229M | -$1.7M | 15 | 0.84% | Reduced |
|
| 157 |
D.E. Shaw & Co
New York
| $227M | -$94.8M | 23 | 0.23% | Reduced |
|
| 158 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| $222M | -$17.7M | 26 | 0.62% | Reduced |
|
| 159 |
AGF Management
Toronto,
Ontario, Canada
| $213M | +$3.81M | 10 | 1.54% | Increased |
|
| 160 |
Chevy Chase Trust
Bethesda,
Maryland
| $207M | +$3.43M | 9 | 0.78% | Increased |
|
| 161 |
Welch & Forbes
Boston,
Massachusetts
| $203M | -$462K | 8 | 3.2% | Reduced |
|
| 162 |
TAM
Thematics Asset Management
Paris,
France
| $201M | +$10.2M | 13 | 9.63% | Increased |
|
| 163 |
Sands Capital Management
Arlington,
Virginia
| $200M | -$4.72M | 1 | 0.62% | Reduced |
|
| 164 |
Handelsbanken Fonder
Stockholm,
Sweden
| $200M | -$9.93M | 20 | 1.07% | Reduced |
|
| 165 |
M&T Bank
Buffalo,
New York
| $199M | -$4.96M | 16 | 0.74% | Reduced |
|
| 166 |
Schroder Investment Management Group
London,
United Kingdom
| $197M | +$87.9M | 12 | 0.28% | Increased |
|
| 167 |
Beck Mack & Oliver
New York
| $195M | +$1.48M | 3 | 5.1% | Increased |
|
| 168 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| $193M | -$50.4M | 9 | 1.39% | Reduced |
|
| 169 |
Aviva
London,
United Kingdom
| $192M | -$18.7M | 15 | 0.78% | Reduced |
|
| 170 |
EARNEST Partners
Atlanta,
Georgia
| $192M | -$37.8M | 8 | 1.07% | Reduced |
|
| 171 |
Baird Financial Group
Milwaukee,
Wisconsin
| $190M | -$6.24M | 18 | 0.5% | Reduced |
|
| 172 |
Findlay Park Partners
London,
United Kingdom
| $190M | -$11.6M | 1 | 1.95% | Reduced |
|
| 173 |
Korea Investment Corp
Seoul,
South Korea
| $185M | +$40.4M | 9 | 0.52% | Increased |
|
| 174 |
Rockefeller Capital Management
New York
| $184M | -$7.47M | 15 | 0.71% | Reduced |
|
| 175 |
ClearBridge Investments
New York
| $183M | -$1.59M | 6 | 0.17% | Reduced |
|