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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
176
EARNEST Partners
EARNEST Partners
Georgia
$108M +$98.8M 2 0.87% New
177
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$108M +$42.3M 23 0.05% Increased
178
Axa
Axa
France
$108M +$8.39M 8 0.48% Increased
179
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$107M -$1.51M 3 3.55% Reduced
180
NIM
NXG Investment Management
Texas
$107M +$9.33M 4 3.51% Increased
181
Acadian Asset Management
Acadian Asset Management
Massachusetts
$106M -$45.4M 7 0.59% Reduced
182
F&C Asset Management
F&C Asset Management
United Kingdom
$105M +$2.82M 11 1.28% Increased
183
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$104M -$5.44M 8 0.48% Reduced
184
ING Group
ING Group
Netherlands
$104M +$12.8M 7 0.52% Increased
185
Eagle Asset Management
Eagle Asset Management
Florida
$103M -$18.5M 5 0.58% Reduced
186
Riverbridge Partners
Riverbridge Partners
Minnesota
$102M +$9.23M 2 1.85% Increased
187
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$102M -$9.02M 21 0.87% Reduced
188
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$101M +$19.3M 14 0.58% Increased
189
Canada Life
Canada Life
Manitoba, Canada
$100M +$5.15M 20 0.36% Increased
190
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$99.1M +$1.39M 1 2.57% Increased
191
WBC
Westpac Banking Corp
Australia
$97.7M -$403K 8 1.12% Reduced
192
Miller Howard Investments
Miller Howard Investments
New York
$97.6M +$151K 2 1.95% Increased
193
KBC Group
KBC Group
Belgium
$97.5M -$36.6M 21 1.48% Reduced
194
DSM Capital Partners
DSM Capital Partners
Florida
$97.3M -$47.5M 1 1.95% Reduced
195
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$97.3M -$13M 15 0.61% Reduced
196
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$96.8M +$10.6M 11 0.47% Increased
197
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$95.8M -$1.28M 27 0.67% Reduced
198
Ninety One (UK)
Ninety One (UK)
United Kingdom
$95.7M -$3.59M 2 0.67% Reduced
199
Westwood Holdings Group
Westwood Holdings Group
Texas
$95.5M -$5.27M 4 0.73% Reduced
200
KAM
Keeley Asset Management
Illinois
$95M +$5.08M 5 1.61% Increased