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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
$117M +$8.39M 2 0.78% Increased
177
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$117M +$2.59M 7 0.43% Increased
178
ACI
AMP Capital Investors
Australia
$117M +$806K 12 0.78% Increased
179
KeyBank National Association
KeyBank National Association
Ohio
$116M -$545K 12 0.76% Reduced
180
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$116M +$5.1M 25 0.79% Increased
181
NFA
Nationwide Fund Advisors
Ohio
$114M -$11.8M 30 0.49% Reduced
182
Ninety One (UK)
Ninety One (UK)
United Kingdom
$113M +$5.46M 2 0.59% Increased
183
William Blair & Company
William Blair & Company
Illinois
$112M +$1.31M 7 1.04% Increased
184
Robeco Schweiz
Robeco Schweiz
Switzerland
$109M -$6.57M 8 9.96% Reduced
185
AMF Tjänstepension
AMF Tjänstepension
Sweden
$109M -$2.41M 2 1.4% Reduced
186
ACM
Argent Capital Management
Missouri
$108M +$38M 3 4.83% Increased
187
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$108M +$2.84M 7 1.2% Increased
188
Janus Henderson Group
Janus Henderson Group
$107M -$9.9M 7 0.89% Reduced
189
Hermes Investment Management
Hermes Investment Management
United Kingdom
$107M -$1.39M 2 2.15% Reduced
190
GTP
Global Thematic Partners
New York
$106M -$137M 2 2.63% Reduced
191
SCA
Salient Capital Advisors
Texas
$106M -$44.6M 2 2.37% Reduced
192
AT
Alliance Trust
United Kingdom
$105M -$3.76M 2 4.84% Reduced
193
MCI
McDonald Capital Investors
California
$105M -$796K 1 10.7% Reduced
194
Aperio Group
Aperio Group
California
$105M +$16M 19 0.82% Increased
195
HighTower Advisors
HighTower Advisors
Illinois
$105M -$1.54M 15 1.32% Reduced
196
1WCM
12 West Capital Management
New York
$104M -$28.4M 1 16.73% Reduced
197
Federated Hermes
Federated Hermes
Pennsylvania
$99.9M +$29.2M 16 0.29% Increased
198
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$99.4M -$71.9M 9 0.67% Reduced
199
OA
Omega Advisors
New York
$98.7M -$11.5M 1 2.8% Reduced
200
IAMA
Impax Asset Management (AIFM)
United Kingdom
$98.2M -$13.2M 7 31.8% Reduced