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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
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$120M +$5.18M 14 0.68% Increased
177
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$119M -$23.2M 9 0.41% Reduced
178
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$119M +$6.09M 4 0.5% Increased
179
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$119M +$2.5M 5 0.68% Increased
180
Welch & Forbes
Welch & Forbes
Massachusetts
$119M +$1.5M 8 3.31% Increased
181
Eventide Asset Management
Eventide Asset Management
Massachusetts
$118M +$252K 2 3.83% Increased
182
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$117M -$6.96M 11 2.39% Reduced
183
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$115M +$1.85M 20 0.8% Increased
184
Aberdeen Group
Aberdeen Group
United Kingdom
$115M +$22.4M 10 0.37% Increased
185
BAMCO Inc
BAMCO Inc
New York
$114M -$11.9M 2 0.56% Reduced
186
CHAM
Clear Harbor Asset Management
Connecticut
$114M -$2.83M 10 26.5% Reduced
187
Comgest Global Investors
Comgest Global Investors
France
$112M +$8.26M 1 2.28% Increased
188
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$110M +$55.1M 18 0.62% Increased
189
EARNEST Partners
EARNEST Partners
Georgia
$109M +$3M 11 1.23% Increased
190
Alyeska Investment Group
Alyeska Investment Group
Illinois
$109M +$90.2M 4 2.17% Increased
191
TCW Group
TCW Group
California
$108M +$6.23M 4 1.5% Increased
192
Royal London Asset Management
Royal London Asset Management
United Kingdom
$108M -$10.2M 7 0.87% Reduced
193
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$107M +$4.45M 11 0.91% Increased
194
First Manhattan
First Manhattan
New York
$106M -$4.26M 23 0.69% Reduced
195
M&T Bank
M&T Bank
New York
$106M -$2.82M 13 0.63% Reduced
196
Asset Management One
Asset Management One
Japan
$106M -$4.28M 15 0.62% Reduced
197
Candriam SCA
Candriam SCA
Luxembourg
$106M -$1.8M 9 1.17% Reduced
198
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$104M -$28.3M 10 0.42% Reduced
199
AIG
American International Group
New York
$104M +$2.29M 35 0.57% Increased
200
Sessa Capital
Sessa Capital
New York
$103M +$147M 1 12.61% New