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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
201
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$132M +$1.08M 8 1.53% Increased
202
Magellan Asset Management
Magellan Asset Management
Australia
$128M -$51.1M 5 0.41% Reduced
203
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$128M +$9.58M 5 2.38% Increased
204
Marshall Wace North America
Marshall Wace North America
New York
$128M -$3.29M 18 0.91% Reduced
205
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$125M +$4.4M 4 0.49% Increased
206
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$123M +$6.8M 3 3.49% Increased
207
CHAM
Clear Harbor Asset Management
Connecticut
$122M -$4.86M 12 24.66% Reduced
208
Sterling Capital Management
Sterling Capital Management
North Carolina
$122M -$40.7M 6 1.2% Reduced
209
Alyeska Investment Group
Alyeska Investment Group
Illinois
$122M -$16.6M 2 1.61% Reduced
210
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$120M -$640K 11 1.83% Reduced
211
Aristotle Capital Management
Aristotle Capital Management
California
$120M +$12.2M 3 0.71% Increased
212
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$119M +$24.4M 9 1.34% Increased
213
SEI Investments
SEI Investments
Pennsylvania
$119M +$18.6M 29 0.4% Increased
214
Personal Capital Advisors
Personal Capital Advisors
California
$116M +$25.9M 6 1.31% Increased
215
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$115M +$1.44M 17 0.74% Increased
216
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$115M +$7.61M 7 1.29% Increased
217
Aviva
Aviva
United Kingdom
$115M -$10.4M 8 0.77% Reduced
218
HighTower Advisors
HighTower Advisors
Illinois
$115M -$5.06M 20 0.77% Reduced
219
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$114M +$10.9M 1 3.45% Increased
220
Prudential plc
Prudential plc
United Kingdom
$113M +$31.7M 3 0.41% Increased
221
PGGM Investments
PGGM Investments
Netherlands
$113M -$6.98M 4 0.58% Reduced
222
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$111M -$6.27M 3 1.68% Reduced
223
MPIA
Mountain Pacific Investment Advisers
Idaho
$111M +$3.15M 5 10.63% Increased
224
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$111M -$13.1M 11 0.27% Reduced
225
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$110M -$3.37M 6 0.94% Reduced