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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
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$149M -$3.12M 9 0.48% Reduced
177
NI
Nuance Investments
Missouri
$148M +$84.7M 8 4.81% Increased
178
EIP
Easterly Investment Partners
Massachusetts
$147M +$10.9M 1 4.14% Increased
179
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$146M -$9.86M 18 0.76% Reduced
180
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$146M +$18M 10 1.97% Increased
181
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$145M +$9.62M 12 2.24% Increased
182
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$144M +$25M 12 0.24% Increased
183
BAMCO Inc
BAMCO Inc
New York
$143M +$7.74M 2 0.55% Increased
184
SI
Standard Investments
New York
$143M +$147M 1 10.09% New
185
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$143M +$523K 3 3.41% Increased
186
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$142M +$4.99M 4 0.47% Increased
187
R.M. Davis Inc
R.M. Davis Inc
Maine
$141M -$2.1M 6 4.62% Reduced
188
Welch & Forbes
Welch & Forbes
Massachusetts
$140M +$1.11M 8 3.11% Increased
189
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$139M +$1.77M 17 0.63% Increased
190
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$139M -$1.12M 4 0.67% Reduced
191
Eventide Asset Management
Eventide Asset Management
Massachusetts
$138M +$210K 2 3.89% Increased
192
Royal London Asset Management
Royal London Asset Management
United Kingdom
$138M +$311K 5 0.95% Increased
193
Asset Management One
Asset Management One
Japan
$138M -$1.33M 15 0.62% Reduced
194
TCW Group
TCW Group
California
$136M -$4.68M 4 1.51% Reduced
195
Epoch Investment Partners
Epoch Investment Partners
New York
$134M -$10.1M 2 0.58% Reduced
196
ACI
AMP Capital Investors
Australia
$132M +$4.82M 13 0.72% Increased
197
CHAM
Clear Harbor Asset Management
Connecticut
$130M +$2.27M 15 22.58% Increased
198
Comgest Global Investors
Comgest Global Investors
France
$130M +$4.51M 1 2.35% Increased
199
EARNEST Partners
EARNEST Partners
Georgia
$130M -$5.31M 11 1.02% Reduced
200
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$129M -$59.1M 1 0.41% Reduced