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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
ACM
Atlanta Capital Management
Georgia
$111M -$2.77M 2 0.76% Reduced
177
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$111M -$6.17M 1 2.5% Reduced
178
Cambiar Investors
Cambiar Investors
Colorado
$111M -$23M 2 1.68% Reduced
179
Riverbridge Partners
Riverbridge Partners
Minnesota
$110M -$2.05M 2 2.04% Reduced
180
Nuveen
Nuveen
North Carolina
$109M +$5.39M 11 0.61% Increased
181
Boston Trust Walden
Boston Trust Walden
Massachusetts
$109M -$17.1M 5 1.62% Reduced
182
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$108M -$14M 8 0.58% Reduced
183
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$106M +$34.5M 10 0.88% Increased
184
Janus Henderson Group
Janus Henderson Group
$105M +$33.2M 8 0.75% Increased
185
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$104M +$2.16M 16 0.61% Increased
186
NIM
NXG Investment Management
Texas
$99.8M +$163K 4 2.59% Increased
187
Westwood Holdings Group
Westwood Holdings Group
Texas
$97.3M +$12.9M 3 0.75% Increased
188
KBC Group
KBC Group
Belgium
$96.5M +$9.83M 31 1.15% Increased
189
Canada Life
Canada Life
Manitoba, Canada
$96.5M -$6.13M 24 0.32% Reduced
190
RHBC
R.H. Bluestein & Co
Michigan
$96.4M +$14.9M 9 6.03% Increased
191
ICM
IronBridge Capital Management
Illinois
$94.3M -$12.6M 2 2.63% Reduced
192
Elliott Management
Elliott Management
New York
$92.2M +$368K 1 0.96% Increased
193
JIR
James Investment Research
Ohio
$92.2M +$25.3M 3 2.51% Increased
194
KAM
Keeley Asset Management
Illinois
$91.9M +$945K 5 1.84% Increased
195
CI Investments Inc
CI Investments Inc
Ontario, Canada
$91.6M -$42.5M 4 1.03% Reduced
196
VFA
Virtus Fund Advisers
Connecticut
$90.8M -$177M 11 0.67% Reduced
197
MCI
McDonald Capital Investors
California
$89.4M +$2.59M 1 9.92% Increased
198
WCMNY
Westchester Capital Management (New York)
New York
$88.3M +$11.6M 1 1.41% Increased
199
PGGM Investments
PGGM Investments
Netherlands
$88.1M -$298K 4 0.39% Reduced
200
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$87.9M -$356K 27 0.61% Reduced