← 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	Marshall Wace Asia Central, Hong Kong	$117M	-$38.2M	1	3.95%	Reduced
227	Arizona State Retirement System Phoenix, Arizona	$116M	+$707K	15	1.1%	Increased
228	HFA Harvest Fund Advisors Wayne, Pennsylvania	$116M	+$8.93M	1	1.05%	Increased
229	Stockbridge Partners Boston, Massachusetts	$116M	$0	1	4.6%	Maintained
230	TCCM Two Creeks Capital Management New York	$116M	$0	1	6.45%	Maintained
231	Comerica Bank Dallas, Texas	$116M	-$19.7M	21	0.93%	Reduced
232	State of Tennessee, Department of Treasury Nashville, Tennessee	$115M	-$50.7M	17	0.56%	Reduced
233	WCM Investment Management Laguna Beach, California	$114M	+$5.6M	2	1.03%	Increased
234	Suntrust Banks Atlanta, Georgia	$114M	-$113K	11	0.59%	Reduced
235	AMF Tjänstepension Stockholm, Sweden	$114M	-$12.5M	4	1.04%	Reduced
236	Beck Mack & Oliver New York	$108M	-$2.46M	2	3.44%	Reduced
237	SG Americas Securities New York	$108M	+$67.9M	23	0.8%	Increased
238	Calamos Advisors Naperville, Illinois	$107M	+$3.41M	4	0.59%	Increased
239	Fort Washington Investment Advisors Cincinnati, Ohio	$107M	-$5.5M	7	1.05%	Reduced
240	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$106M	-$2.74M	8	9.95%	Reduced
241	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$106M	+$358K	9	1.67%	Increased
242	Eagle Asset Management St Petersburg, Florida	$105M	+$11.5M	3	0.51%	Increased
243	Gateway Investment Advisers Cincinnati, Ohio	$103M	+$906K	7	0.87%	Increased
244	Nisa Investment Advisors St. Louis, Missouri	$102M	+$4.47M	20	0.93%	Increased
245	Select Equity Group New York	$102M	+$1.44M	1	0.76%	Increased
246	CHAM Clear Harbor Asset Management Stamford, Connecticut	$102M	-$2.02M	9	20.52%	Reduced
247	Mackenzie Financial Toronto Ontario, Ontario, Canada	$101M	-$20.1M	9	0.25%	Reduced
248	Aristotle Capital Management Los Angeles, California	$101M	+$3.07M	3	0.59%	Increased
249	D.E. Shaw & Co New York	$101M	-$136M	22	0.12%	Reduced
250	Duff & Phelps Investment Management Chicago, Illinois	$100M	-$8.13M	3	1.52%	Reduced