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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
$157M +$4.75M 8 3.4% Increased
177
Cohen & Steers
Cohen & Steers
New York
$157M -$19M 3 0.42% Reduced
178
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$157M -$9.32M 16 0.62% Reduced
179
Flossbach Von Storch
Flossbach Von Storch
Germany
$155M +$34.9M 1 0.76% Increased
180
AAM
Ardevora Asset Management
United Kingdom
$153M +$7.78M 3 2.81% Increased
181
Bessemer Group
Bessemer Group
New Jersey
$150M -$98.1M 17 0.45% Reduced
182
Eventide Asset Management
Eventide Asset Management
Massachusetts
$150M +$55.1M 3 2.94% Increased
183
R.M. Davis Inc
R.M. Davis Inc
Maine
$149M -$2.89M 3 4.87% Reduced
184
EIP
Easterly Investment Partners
Massachusetts
$148M +$49.6M 1 5.87% Increased
185
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$148M +$12M 7 6.56% Increased
186
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$146M +$1.23M 21 0.77% Increased
187
Covington Capital Management
Covington Capital Management
California
$146M +$2.77M 12 7.22% Increased
188
CHAM
Clear Harbor Asset Management
Connecticut
$145M -$621K 16 24.78% Reduced
189
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$145M -$4.56M 9 0.67% Reduced
190
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$144M +$36.2M 15 0.64% Increased
191
Rockefeller Capital Management
Rockefeller Capital Management
New York
$144M +$65.4M 21 1.35% Increased
192
Natixis
Natixis
France
$142M -$37M 6 1.04% Reduced
193
MVIP
Mar Vista Investment Partners
California
$141M -$57.2M 2 3.7% Reduced
194
EARNEST Partners
EARNEST Partners
Georgia
$138M +$434K 11 1.19% Increased
195
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$138M +$2.81M 19 1.01% Increased
196
M
Mirova
France
$137M +$46.4M 6 22.03% Increased
197
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$135M -$4.16M 16 0.34% Reduced
198
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$135M +$10.3M 6 4.39% Increased
199
TCW Group
TCW Group
California
$133M -$1.74M 4 1.45% Reduced
200
Asset Management One
Asset Management One
Japan
$131M -$3.31M 15 0.6% Reduced