← 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	Kayne Anderson Rudnick Investment Management Los Angeles, California	$69.1M	-$1.18M	3	1.3%	Reduced
227	Rothschild & Co Asset Management US Stamford, Connecticut	$69M	+$58.1M	2	1.51%	Increased
228	Bahl & Gaynor Cincinnati, Ohio	$68.5M	-$904K	3	1.23%	Reduced
229	Calamos Advisors Naperville, Illinois	$68.3M	+$2.22M	4	0.43%	Increased
230	TPSF Texas Permanent School Fund Austin, Texas	$67.8M	-$2.23M	13	0.7%	Reduced
231	USAA United Services Automobile Association San Antonio, Texas	$67.1M	-$2.3M	8	0.29%	Reduced
232	CHAM Clear Harbor Asset Management Stamford, Connecticut	$66.7M	-$57.4K	7	18.11%	Reduced
233	Kornitzer Capital Management Shawnee Mission, Kansas	$66.3M	+$2M	5	0.77%	Increased
234	Nordea Investment Management Stockholm, Sweden	$66.2M	+$19.1M	6	0.37%	Increased
235	Prudential plc London, England, United Kingdom	$65.9M	-$12.7M	2	0.34%	Reduced
236	SEI Trust Company Oaks, Pennsylvania	$65M	-$4.53M	13	0.71%	Reduced
237	Geneva Capital Management Milwaukee, Wisconsin	$64.8M	-$26.1M	2	1.54%	Reduced
238	SCA Salient Capital Advisors Houston, Texas	$64.7M	+$33.4M	1	2.71%	Increased
239	FIM FourPoints Investment Managers Paris, France	$64M	+$9.95M	3	5.58%	Increased
240	Analytic Investors Los Angeles, California	$63.9M	+$12.4M	3	1.03%	Increased
241	VDBMI Van Den Berg Management I Austin, Texas	$63.8M	-$747K	1	5.18%	Reduced
242	RHBC R.H. Bluestein & Co Birmingham, Michigan	$63.7M	+$516K	11	4.52%	Increased
243	R.M. Davis Inc Portland, Maine	$63.5M	-$12.4M	4	4.29%	Reduced
244	Baillie Gifford & Co Edinburgh, United Kingdom	$63.4M	+$64.3M	5	0.16%	New
245	SGM Summit Global Management San Diego, California	$63.2M	-$14.2M	11	66.25%	Reduced
246	MKCM Mount Kellett Capital Management New York	$61.9M	-$3.52M	1	6.09%	Reduced
247	MCM Mason Capital Management New York	$61.7M	+$59.1M	1	1.16%	New
248	HI Honeywell International Charlotte, North Carolina	$61.7M	+$17.8M	2	1.58%	Increased
249	Covington Capital Management Los Angeles, California	$61.1M	+$721K	9	7%	Increased
250	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$60.7M	-$1.31M	4	8.42%	Reduced