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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
IC
Inverness Counsel
New York
$117M -$678K 2 9.28% Reduced
177
Select Equity Group
Select Equity Group
New York
$116M +$112M 2 1.27% New
178
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$115M +$10.3M 21 0.99% Increased
179
1919 Investment Counsel
1919 Investment Counsel
Maryland
$115M -$1.38M 10 2.34% Reduced
180
Glenview Capital Management
Glenview Capital Management
New York
$114M -$191M 1 0.75% Reduced
181
Credit Agricole
Credit Agricole
France
$114M -$15.7M 15 0.46% Reduced
182
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$114M +$1.6M 3 3.93% Increased
183
Eaton Vance Management
Eaton Vance Management
Massachusetts
$111M -$737K 4 0.33% Reduced
184
KBC Group
KBC Group
Belgium
$110M +$9.58M 21 1.73% Increased
185
KeyBank National Association
KeyBank National Association
Ohio
$109M -$3.52M 13 0.84% Reduced
186
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$109M -$33.4M 15 0.63% Reduced
187
Westfield Capital Management
Westfield Capital Management
Massachusetts
$109M -$3.94M 3 0.65% Reduced
188
Miller Howard Investments
Miller Howard Investments
New York
$109M +$3.44M 3 1.99% Increased
189
Riverbridge Partners
Riverbridge Partners
Minnesota
$107M +$6.21M 2 1.95% Increased
190
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$107M +$4.21M 10 0.46% Increased
191
F&C Asset Management
F&C Asset Management
United Kingdom
$107M +$3.81M 11 1.35% Increased
192
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$107M +$4.18M 6 0.93% Increased
193
WBC
Westpac Banking Corp
Australia
$104M -$1.86M 8 1.1% Reduced
194
Fred Alger Management
Fred Alger Management
New York
$103M +$57.1M 8 0.51% Increased
195
OCM
Osterweis Capital Management
California
$102M +$3.98M 1 3.13% Increased
196
Canada Life
Canada Life
Manitoba, Canada
$101M -$1.11M 21 0.36% Reduced
197
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$99.9M $0 1 2.33% Maintained
198
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$99.1M -$1.19M 27 0.69% Reduced
199
SCA
Salient Capital Advisors
Texas
$98.1M -$19.6M 1 2.69% Reduced
200
KAM
Keeley Asset Management
Illinois
$97.8M +$326K 5 1.68% Increased