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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
Acadian Asset Management
Acadian Asset Management
Massachusetts
$144M -$14.7M 16 0.74% Reduced
177
Silvercrest Asset Management
Silvercrest Asset Management
New York
$143M +$3.23M 9 1.08% Increased
178
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$142M -$2.47M 9 1.27% Reduced
179
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$141M +$14M 12 0.36% Increased
180
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$141M -$177K 23 0.54% Reduced
181
Covington Capital Management
Covington Capital Management
California
$139M +$1.49M 12 5.64% Increased
182
CIP
Champlain Investment Partners
Vermont
$138M -$4.23M 1 0.89% Reduced
183
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$136M +$4.76M 3 1.69% Increased
184
Korea Investment Corp
Korea Investment Corp
South Korea
$136M -$5.92M 9 0.42% Reduced
185
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$135M -$24.2M 4 0.48% Reduced
186
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$132M +$5.26M 27 0.34% Increased
187
Rockefeller Capital Management
Rockefeller Capital Management
New York
$130M +$583K 32 0.69% Increased
188
CHAM
Clear Harbor Asset Management
Connecticut
$130M -$1.57M 12 17.34% Reduced
189
Westfield Capital Management
Westfield Capital Management
Massachusetts
$130M +$17.1M 1 1.02% Increased
190
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$129M +$704K 10 1.82% Increased
191
Empyrean Capital Partners
Empyrean Capital Partners
California
$128M -$14.1M 1 4.08% Reduced
192
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$128M -$18.2M 11 1.58% Reduced
193
R.M. Davis Inc
R.M. Davis Inc
Maine
$126M -$1.16M 6 3.52% Reduced
194
Magellan Asset Management
Magellan Asset Management
Australia
$125M -$5.33M 7 0.68% Reduced
195
Nomura Asset Management
Nomura Asset Management
Japan
$124M +$15.9M 10 0.78% Increased
196
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$124M -$73.7M 4 1.61% Reduced
197
Royal London Asset Management
Royal London Asset Management
United Kingdom
$123M +$10.9M 8 0.57% Increased
198
Trillium Asset Management
Trillium Asset Management
Massachusetts
$123M -$2.68M 6 3.76% Reduced
199
Sands Capital Management
Sands Capital Management
Virginia
$123M -$20.6M 1 0.42% Reduced
200
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$121M -$1.53M 2 4.17% Reduced