← 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	First Manhattan New York	$98.2M	-$11M	23	0.38%	Reduced
252	Public Employees Retirement Association of Colorado Denver, Colorado	$97.9M	-$32.4M	24	0.51%	Reduced
253	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$97.5M	+$7.23M	9	0.16%	Increased
254	Woodline Partners San Francisco, California	$96.5M	+$1.98M	3	1.31%	Increased
255	Conestoga Capital Advisors Wayne, Pennsylvania	$96.5M	-$1.91M	4	1.62%	Reduced
256	Bank Julius Baer & Co Zurich, Switzerland	$95M	-$1.6M	13	0.6%	Reduced
257	MN Services Vermogensbeheer The Hague, Netherlands	$94.7M	+$3.13M	7	0.98%	Increased
258	WorldQuant Millennium Advisors New York	$94.6M	+$70.6M	4	1.75%	Increased
259	Magnetar Financial Evanston, Illinois	$94M	+$74M	8	1.83%	Increased
260	ABN AMRO Investment Solutions Paris Cedex 008,	$93.8M	+$92.3M	6	1.94%	New
261	MetLife Investment Management Whippany, New Jersey	$92.6M	+$1.91M	33	0.67%	Increased
262	Douglass Winthrop Advisors New York	$92.4M	+$1.61M	5	2.4%	Increased
263	Arrowstreet Capital Boston, Massachusetts	$90.3M	+$25.7M	8	0.12%	Increased
264	CCLA Investment Management London, United Kingdom	$89.6M	+$12.9M	1	1.76%	Increased
265	Jane Street New York	$89.5M	+$18.8M	36	0.04%	Increased
266	Junto Capital Management New York	$87.7M	+$82.6M	1	2.43%	New
267	TPSF Texas Permanent School Fund Austin, Texas	$87.6M	+$30M	20	0.87%	Increased
268	Madison Asset Management Madison, Wisconsin	$87.5M	+$7.21M	2	1.33%	Increased
269	Glenview Capital Management New York	$87.3M	+$5.23M	1	1.92%	Increased
270	Janney Montgomery Scott Philadelphia, Pennsylvania	$87.3M	-$9.34M	23	0.36%	Reduced
271	Rathbones Group Liverpool, United Kingdom	$87M	+$2.54M	7	0.89%	Increased
272	Amalgamated Bank New York	$85.3M	+$199K	33	0.73%	Increased
273	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$84.8M	-$512K	1	4.59%	Reduced
274	RCW Rheos Capital Works Tokyo, Japan	$84.7M	+$7.51M	3	4.71%	Increased
275	M Mirova Paris, France	$84.3M	-$25.2M	8	12.15%	Reduced