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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
Welch & Forbes
Welch & Forbes
Massachusetts
$141M +$2.28M 8 3.36% Increased
177
SP
SCF Partners
Texas
$140M $0 1 53.12% Maintained
178
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$140M +$5.55M 15 0.73% Increased
179
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$140M +$246K 4 0.52% Increased
180
Royal London Asset Management
Royal London Asset Management
United Kingdom
$140M +$10.8M 7 1.06% Increased
181
Eventide Asset Management
Eventide Asset Management
Massachusetts
$139M +$8.19M 2 4.59% Increased
182
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$135M -$2.53M 8 6.96% Reduced
183
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$135M -$16.5M 10 2.1% Reduced
184
SCM
Suvretta Capital Management
New York
$132M +$9.46M 1 3.43% Increased
185
CRM
Cramer Rosenthal McGlynn
Connecticut
$131M +$17.6M 5 3.72% Increased
186
BAMCO Inc
BAMCO Inc
New York
$131M +$26.7M 2 0.54% Increased
187
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$131M +$1.93M 4 0.68% Increased
188
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$130M +$883K 11 1.89% Increased
189
First Manhattan
First Manhattan
New York
$130M -$5.69M 23 0.72% Reduced
190
CHAM
Clear Harbor Asset Management
Connecticut
$130M +$5.12M 10 25.38% Increased
191
ACI
AMP Capital Investors
Australia
$130M -$260K 13 0.73% Reduced
192
Comgest Global Investors
Comgest Global Investors
France
$129M +$862K 1 2.63% Increased
193
CIBC World Markets
CIBC World Markets
New York
$128M -$1.62M 7 1.2% Reduced
194
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$127M -$621K 9 1.59% Reduced
195
Man Group
Man Group
United Kingdom
$127M -$14.7M 20 0.47% Reduced
196
AIG
American International Group
New York
$125M +$7.71M 35 0.5% Increased
197
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$124M +$21.4M 9 0.6% Increased
198
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$124M -$17M 11 0.26% Reduced
199
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$123M +$46.3M 6 1.14% Increased
200
Frontier Capital Management
Frontier Capital Management
Massachusetts
$122M +$49.8M 2 0.96% Increased