← All themes

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
BAMCO Inc
BAMCO Inc
New York
$199M +$35.3M 3 0.53% Increased
202
Danske Bank
Danske Bank
Denmark
$198M -$25.2M 20 0.49% Reduced
203
Natixis
Natixis
France
$191M +$90.9M 13 0.89% Increased
204
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$191M -$762K 1 1.12% Reduced
205
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$190M +$47.6M 18 0.7% Increased
206
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$185M -$21.3M 1 0.83% Reduced
207
Tredje AP-fonden
Tredje AP-fonden
Sweden
$183M +$81.6M 7 1.47% Increased
208
Credit Agricole
Credit Agricole
France
$180M +$180M 14 0.48% New
209
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$177M -$10.4M 29 0.23% Reduced
210
Congress Asset Management
Congress Asset Management
Massachusetts
$177M -$60.9M 5 1.18% Reduced
211
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$174M +$1.58M 32 0.41% Increased
212
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$171M +$2.67M 16 2.27% Increased
213
Antipodes Partners
Antipodes Partners
Australia
$171M +$100M 2 3.84% Increased
214
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$170M +$42.8M 2 0.54% Increased
215
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$170M -$1.41M 24 0.68% Reduced
216
Resona Asset Management
Resona Asset Management
Japan
$169M -$1.18M 13 0.8% Reduced
217
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$167M +$77.4K 25 0.84% Increased
218
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$167M +$106M 6 2.04% Increased
219
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$167M -$87.6M 7 0.9% Reduced
220
PGGM Investments
PGGM Investments
Netherlands
$167M +$9.75M 4 2.7% Increased
221
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$167M +$18.9M 8 0.26% Increased
222
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$166M -$4.82M 12 1.46% Reduced
223
Parnassus Investments
Parnassus Investments
California
$165M -$6.33M 3 0.38% Reduced
224
Asset Management One
Asset Management One
Japan
$165M +$211K 15 0.48% Increased
225
TCW Group
TCW Group
California
$165M +$55.1M 4 1.38% Increased