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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
PGGM Investments
PGGM Investments
Netherlands
$113M -$2.85M 5 0.6% Reduced
177
1WCM
12 West Capital Management
New York
$112M +$11.6M 1 16.05% Increased
178
YCMGA
York Capital Management Global Advisors
New York
$112M +$110M 1 1.66% New
179
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$111M +$9.02M 7 0.38% Increased
180
Panagora Asset Management
Panagora Asset Management
Massachusetts
$111M +$13.7M 18 0.55% Increased
181
William Blair & Company
William Blair & Company
Illinois
$110M +$1.4M 8 1.03% Increased
182
Beck Mack & Oliver
Beck Mack & Oliver
New York
$109M -$16.3M 2 3.72% Reduced
183
ACM
Atlanta Capital Management
Georgia
$109M +$7.07M 2 0.8% Increased
184
Raymond James & Associates
Raymond James & Associates
Florida
$107M +$2.65M 12 0.38% Increased
185
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$107M +$812K 9 2.58% Increased
186
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$107M -$81.1M 6 0.3% Reduced
187
Janus Henderson Group
Janus Henderson Group
$106M -$1.01M 7 0.85% Reduced
188
RHBC
R.H. Bluestein & Co
Michigan
$105M +$2.53M 8 6.59% Increased
189
KeyBank National Association
KeyBank National Association
Ohio
$104M -$6.98M 11 0.7% Reduced
190
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$103M +$4.36M 9 0.88% Increased
191
MCI
McDonald Capital Investors
California
$101M -$929K 1 10.48% Reduced
192
ALPS Advisors
ALPS Advisors
Colorado
$99.5M +$4.37M 3 0.97% Increased
193
AMF Tjänstepension
AMF Tjänstepension
Sweden
$98.7M +$32.8M 3 1.39% Increased
194
ACI
AMP Capital Investors
Australia
$98.5M +$9.57M 12 0.67% Increased
195
CC
Capital Counsel
New York
$97.3M +$1.69M 2 5.16% Increased
196
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$96.9M -$44.1M 6 0.94% Reduced
197
Hermes Investment Management
Hermes Investment Management
United Kingdom
$95.1M +$5.31M 2 2.15% Increased
198
USAA
United Services Automobile Association
Texas
$95.1M +$2.65M 8 0.34% Increased
199
KIG
Kovitz Investment Group
Illinois
$94.3M -$1.13M 2 5.81% Reduced
200
Aviva
Aviva
United Kingdom
$94.1M +$13.1M 8 0.71% Increased