← 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

Sanitation Water Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	CI Investments Inc Toronto, Ontario, Canada	$154M	+$1.79M	11	0.49%	Increased
227	DnB Asset Management Oslo, Norway	$154M	+$1.98M	17	0.43%	Increased
228	Commonwealth Equity Services Waltham, Massachusetts	$154M	+$2.35M	31	0.19%	Increased
229	First Manhattan New York	$154M	+$19.6M	17	0.39%	Increased
230	Orbis Allan Gray Hamilton, Bermuda	$152M	-$313M	1	0.52%	Reduced
231	Fifth Third Bancorp Cincinnati, Ohio	$151M	-$11.3M	37	0.24%	Reduced
232	Assenagon Asset Management Senningerberg, Luxembourg	$150M	-$139M	22	0.19%	Reduced
233	HCC Hill City Capital Boston, Massachusetts	$149M	+$23.7M	3	3.48%	Increased
234	AQR Arbitrage Greenwich, Connecticut	$148M	+$27.5M	1	2.1%	Increased
235	Brown Brothers Harriman & Co New York	$146M	-$8.47M	22	0.64%	Reduced
236	Teacher Retirement System of Texas Austin, Texas	$144M	+$10.7M	17	0.39%	Increased
237	Natixis Paris, France	$141M	+$19.7M	15	0.57%	Increased
238	Westwood Holdings Group Dallas, Texas	$141M	-$56.7M	6	1.06%	Reduced
239	Asset Management One Tokyo, Japan	$137M	+$8.52M	14	0.35%	Increased
240	ASR Vermogensbeheer Utrecht, Netherlands	$136M	-$20M	7	1.41%	Reduced
241	Segall Bryant & Hamill Chicago, Illinois	$136M	+$9.2M	7	1.61%	Increased
242	1832 Asset Management Toronto, Ontario, Canada	$135M	-$13.3M	8	0.07%	Reduced
243	LSV Asset Management Chicago, Illinois	$134M	+$11.9M	4	0.24%	Increased
244	Fjarde Ap-fonden Stockholm, Sweden	$133M	+$2.49M	8	0.64%	Increased
245	STRS Ohio Columbus, Ohio	$133M	-$18.6M	26	0.5%	Reduced
246	FCM Fernbridge Capital Management Los Angeles, California	$133M	-$89.8M	2	9.7%	Reduced
247	Jennison Associates New York	$131M	-$16.2M	6	0.08%	Reduced
248	WorldQuant Millennium Advisors New York	$131M	-$62.3M	7	0.45%	Reduced
249	Resona Asset Management Koto-Ku,tokyo, Japan	$131M	-$9.57M	10	0.61%	Reduced
250	Voloridge Investment Management Jupiter, Florida	$131M	-$260M	9	0.56%	Reduced