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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
DF Dent & Co
DF Dent & Co
Maryland
$236M +$5.51M 4 3.45% Increased
152
Citigroup
Citigroup
New York
$233M -$231M 41 0.17% Reduced
153
Nomura Asset Management
Nomura Asset Management
Japan
$230M -$2.27M 13 1.08% Reduced
154
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$228M +$91.7M 29 0.6% Increased
155
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$224M -$16.2M 9 2.59% Reduced
156
William Blair & Company
William Blair & Company
Illinois
$216M +$2.37M 15 0.83% Increased
157
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$215M +$1.92M 26 0.67% Increased
158
William Blair Investment Management
William Blair Investment Management
Illinois
$214M -$35.1M 3 0.71% Reduced
159
Korea Investment Corp
Korea Investment Corp
South Korea
$209M +$31M 9 0.61% Increased
160
ClearBridge Investments
ClearBridge Investments
New York
$205M +$40.6M 6 0.2% Increased
161
Chevy Chase Trust
Chevy Chase Trust
Maryland
$203M +$2.28M 8 0.8% Increased
162
CIP
Champlain Investment Partners
Vermont
$199M +$104M 1 1.29% Increased
163
Beck Mack & Oliver
Beck Mack & Oliver
New York
$196M -$3.55M 3 5.13% Reduced
164
Welch & Forbes
Welch & Forbes
Massachusetts
$195M +$2.55M 8 3.22% Increased
165
UniSuper Management
UniSuper Management
Australia
$193M -$27.1M 12 2.37% Reduced
166
M&T Bank
M&T Bank
New York
$192M -$6.03M 15 0.76% Reduced
167
Holocene Advisors
Holocene Advisors
New York
$191M -$44M 6 0.84% Reduced
168
Findlay Park Partners
Findlay Park Partners
United Kingdom
$190M -$27.1M 1 2.04% Reduced
169
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$189M +$10.3M 20 1.06% Increased
170
Cerity Partners
Cerity Partners
New York
$185M -$30M 17 0.9% Reduced
171
TAM
Thematics Asset Management
France
$184M -$254K 13 9.04% Reduced
172
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$184M +$43.7M 12 2.06% Increased
173
Los Angeles Capital Management
Los Angeles Capital Management
California
$182M -$23.8M 12 0.77% Reduced
174
Baird Financial Group
Baird Financial Group
Wisconsin
$176M +$1.47M 21 0.48% Increased
175
Candriam SCA
Candriam SCA
Luxembourg
$171M +$36.4M 9 1.21% Increased