← 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
251	HighTower Advisors Chicago, Illinois	$69.5M	+$7.37M	12	1.36%	Increased
252	Manning & Napier Advisors Fairport, New York	$68.7M	+$653K	4	0.28%	Increased
253	Bahl & Gaynor Cincinnati, Ohio	$68.7M	-$3.96M	2	1.1%	Reduced
254	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$67.5M	+$964K	4	8.28%	Increased
255	Gotham Asset Management New York	$67.3M	+$35.9M	13	1.01%	Increased
256	Marsico Capital Management Denver, Colorado	$67M	+$34M	1	0.48%	Increased
257	Thornburg Investment Management Santa Fe, New Mexico	$66.8M	+$65.4M	1	0.26%	New
258	RIM Rainier Investment Management Seattle, Washington	$66.6M	-$29.4M	3	0.8%	Reduced
259	Vaughan Nelson Investment Management Houston, Texas	$66.4M	+$48.9M	2	1%	Increased
260	Covington Capital Management Los Angeles, California	$65.2M	+$19.4K	9	6.36%	Increased
261	Aviva London, United Kingdom	$64.8M	+$2.31M	8	0.53%	Increased
262	FWSM First Wilshire Securities Management Pasadena, California	$64.2M	-$92.7K	5	10.05%	Reduced
263	Baird Milwaukee, Wisconsin	$64M	+$7.2M	14	0.93%	Increased
264	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$63.9M	-$3.78M	12	0.41%	Reduced
265	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$63.4M	-$18.4M	1	1.69%	Reduced
266	Teacher Retirement System of Texas Austin, Texas	$63.1M	-$2.58M	19	0.57%	Reduced
267	SEI Trust Company Oaks, Pennsylvania	$63.1M	-$16.1M	15	0.63%	Reduced
268	MP MSD Partners New York	$62.9M	$0	2	2.39%	Maintained
269	SAM Southernsun Asset Management Memphis, Tennessee	$62.7M	-$3.55M	1	1.25%	Reduced
270	Fidelity International Hamilton, Bermuda	$62.6M	+$11.1M	2	0.23%	Increased
271	State of Michigan Retirement System Lansing, Michigan	$62M	-$10.2M	7	0.47%	Reduced
272	Employees Retirement System of Texas Austin, Texas	$61.7M	-$2.26M	9	0.81%	Reduced
273	PGGM Investments Zeist, Netherlands	$61.4M	-$68.5M	3	0.32%	Reduced
274	PTC Provident Trust Company Waukesha, Wisconsin	$61M	+$3.85M	1	3.41%	Increased
275	Advisors Asset Management Monument, Colorado	$60.3M	+$5.32M	14	0.91%	Increased