← 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	ZP Zimmer Partners New York	$133M	+$85M	5	2.42%	Increased
252	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$132M	-$14.4M	10	0.23%	Reduced
253	MetLife Investment Management Whippany, New Jersey	$130M	-$1.93M	34	0.75%	Reduced
254	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$129M	-$10.3M	6	1.32%	Reduced
255	Ceredex Value Advisors Orlando, Florida	$129M	-$82.1M	2	2.52%	Reduced
256	Ilex Capital Partners London, United Kingdom	$128M	+$55M	2	8.64%	Increased
257	AGF Management Toronto, Ontario, Canada	$128M	-$19.2M	9	0.65%	Reduced
258	Fiduciary Management Inc Milwaukee, Wisconsin	$126M	+$24M	1	1.11%	Increased
259	Comerica Bank Dallas, Texas	$124M	-$1.13M	33	0.49%	Reduced
260	Zacks Investment Management Chicago, Illinois	$123M	+$74M	12	1.07%	Increased
261	Credit Agricole Montrouge Cedex, France	$121M	+$6.69M	17	0.52%	Increased
262	ExodusPoint Capital Management New York	$121M	+$30.2M	19	0.74%	Increased
263	Douglass Winthrop Advisors New York	$120M	+$705K	7	2.29%	Increased
264	LBP AM Paris, France	$119M	+$96.8M	8	1.79%	Increased
265	Great Lakes Advisors Chicago, Illinois	$119M	+$5.02M	13	0.99%	Increased
266	TCW Group Los Angeles, California	$117M	+$7.36M	4	1.02%	Increased
267	HRT Financial New York	$117M	+$17.1M	22	0.58%	Increased
268	Wealth Enhancement Advisory Services Plymouth, Minnesota	$116M	-$2.4M	24	0.25%	Reduced
269	Gotham Asset Management New York	$115M	+$12.3M	23	1.19%	Increased
270	TIA Tandem Investment Advisors Charleston, South Carolina	$114M	+$2.54M	4	4.34%	Increased
271	PGGM Investments Zeist, Netherlands	$114M	-$1.96M	10	1.45%	Reduced
272	Findlay Park Partners London, United Kingdom	$113M	-$1.15M	1	1.07%	Reduced
273	Point72 Asset Management Stamford, Connecticut	$113M	-$164M	11	0.29%	Reduced
274	Birch Hill Investment Advisors Boston, Massachusetts	$113M	+$1.6M	5	5.32%	Increased
275	Squarepoint New York	$112M	+$22.5M	20	0.17%	Increased