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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
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$155M -$43M 10 1.09% Reduced
202
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$154M -$85.1M 36 0.29% Reduced
203
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$152M +$24.1M 10 1.3% Increased
204
Walleye Trading
Walleye Trading
New York
$147M +$128M 6 0.64% Increased
205
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$146M +$1.78M 6 1.03% Increased
206
MVIP
Mar Vista Investment Partners
California
$146M -$7.62M 2 3.6% Reduced
207
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$145M +$18.4M 13 0.27% Increased
208
Asset Management One
Asset Management One
Japan
$144M -$2.41M 13 0.59% Reduced
209
SEI Investments
SEI Investments
Pennsylvania
$143M -$2.18M 22 0.37% Reduced
210
USS Investment Management
USS Investment Management
United Kingdom
$143M -$3.54M 9 1.3% Reduced
211
Silvercrest Asset Management
Silvercrest Asset Management
New York
$142M -$316K 9 1.04% Reduced
212
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$140M +$12.6M 20 0.63% Increased
213
Comgest Global Investors
Comgest Global Investors
France
$138M +$6.2M 1 2.42% Increased
214
AIG
American International Group
New York
$138M -$6.17M 35 0.51% Reduced
215
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$137M -$119M 19 0.19% Reduced
216
Bessemer Group
Bessemer Group
New Jersey
$134M -$26.7M 18 0.35% Reduced
217
ACI
AMP Capital Investors
Australia
$134M -$4.94M 14 0.72% Reduced
218
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$133M -$30.7M 21 0.65% Reduced
219
BAMCO Inc
BAMCO Inc
New York
$133M -$471K 2 0.33% Reduced
220
AC
Alleghany Corporation
New York
$133M +$10M 1 5.28% Increased
221
Comerica Bank
Comerica Bank
Texas
$131M -$3.17M 23 0.83% Reduced
222
Nomura Asset Management
Nomura Asset Management
Japan
$130M +$28.3M 8 0.88% Increased
223
EULAV Asset Management
EULAV Asset Management
Florida
$129M +$9.87K 4 3.38% Increased
224
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$126M +$43.6M 20 0.47% Increased
225
Rockefeller Capital Management
Rockefeller Capital Management
New York
$126M -$43.7M 23 0.95% Reduced