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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
Silvercrest Asset Management
Silvercrest Asset Management
New York
$141M +$1.59M 10 0.92% Increased
202
Comgest Global Investors
Comgest Global Investors
France
$141M +$358K 1 1.91% Increased
203
MPIA
Mountain Pacific Investment Advisers
Idaho
$141M -$280K 5 8.88% Reduced
204
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$140M -$561K 23 0.61% Reduced
205
SEI Investments
SEI Investments
Pennsylvania
$139M -$781K 22 0.31% Reduced
206
BAMCO Inc
BAMCO Inc
New York
$138M -$71.9K 2 0.32% Reduced
207
MVIP
Mar Vista Investment Partners
California
$138M -$19.6M 2 3.41% Reduced
208
Comerica Bank
Comerica Bank
Texas
$138M -$4.99M 24 0.82% Reduced
209
M
Mirova
France
$137M +$772K 4 16.44% Increased
210
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$137M -$72.8M 10 1.02% Reduced
211
Natixis Advisors
Natixis Advisors
Massachusetts
$135M +$7.61M 12 0.63% Increased
212
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$133M +$158M 7 1.03% New
213
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$133M +$44.5M 9 1.37% Increased
214
Martingale Asset Management
Martingale Asset Management
Massachusetts
$132M -$6.11M 14 1.51% Reduced
215
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$131M -$90.8M 4 0.32% Reduced
216
AIG
American International Group
New York
$130M -$6.88M 33 0.44% Reduced
217
Rockefeller Capital Management
Rockefeller Capital Management
New York
$130M -$582K 27 0.73% Reduced
218
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$130M +$17.3M 7 1.19% Increased
219
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$128M +$9.16M 26 0.33% Increased
220
Man Group
Man Group
United Kingdom
$128M +$16.7M 17 0.45% Increased
221
Empyrean Capital Partners
Empyrean Capital Partners
California
$126M -$15.3M 1 2.88% Reduced
222
TimesSquare Capital Management
TimesSquare Capital Management
New York
$124M +$62.3M 2 1.02% Increased
223
NSCM
New South Capital Management
Tennessee
$124M -$2.88M 1 3.46% Reduced
224
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$123M +$543K 1 4.01% Increased
225
EULAV Asset Management
EULAV Asset Management
Florida
$122M -$6.52M 4 3.23% Reduced