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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
Aberdeen Group
Aberdeen Group
United Kingdom
$162M +$155M 7 0.3% New
177
William Blair & Company
William Blair & Company
Illinois
$161M +$9.72M 11 1.21% Increased
178
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$161M +$9.03M 4 0.82% Increased
179
SCCM
Schafer Cullen Capital Management
New York
$159M +$142M 2 1.91% Increased
180
DZ Bank
DZ Bank
Germany
$157M +$23.1M 5 0.65% Increased
181
WAM
Water Asset Management
New York
$156M -$41M 15 78.23% Reduced
182
SSM
Sound Shore Management
Connecticut
$154M -$2.52M 1 2.51% Reduced
183
Comerica Bank
Comerica Bank
Texas
$153M +$30.7M 20 1.11% Increased
184
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$153M +$66.9M 11 0.7% Increased
185
Davis Selected Advisers
Davis Selected Advisers
Arizona
$152M -$28.8M 2 0.65% Reduced
186
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$152M +$41.2M 27 0.95% Increased
187
Los Angeles Capital Management
Los Angeles Capital Management
California
$152M +$42.6M 14 0.87% Increased
188
Prudential plc
Prudential plc
United Kingdom
$151M +$51.4M 5 0.48% Increased
189
Cohen & Steers
Cohen & Steers
New York
$150M +$20M 3 0.41% Increased
190
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$150M +$50.6M 7 0.95% Increased
191
Williams Jones & Associates
Williams Jones & Associates
New York
$148M +$5.28M 5 3.64% Increased
192
ACI
AMP Capital Investors
Australia
$147M +$26.1M 12 0.82% Increased
193
Balyasny Asset Management
Balyasny Asset Management
Illinois
$146M +$47.7M 16 0.57% Increased
194
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$145M -$2.58M 4 2.54% Reduced
195
ACM
Atlanta Capital Management
Georgia
$144M +$3.17M 2 0.82% Increased
196
Sterling Capital Management
Sterling Capital Management
North Carolina
$144M +$80M 7 1.36% Increased
197
John W. Bristol & Co
John W. Bristol & Co
New York
$144M -$4.82M 2 4.16% Reduced
198
Westfield Capital Management
Westfield Capital Management
Massachusetts
$138M -$2.95M 1 1.06% Reduced
199
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$135M +$127M 4 2.83% Increased
200
First Manhattan
First Manhattan
New York
$135M +$25.2M 21 0.77% Increased