← 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
276	Highbridge Capital Management New York	$47.6M	-$2.29M	5	0.5%	Reduced
277	VBCP Vollero Beach Capital Partners New York	$47.2M	+$2.56M	1	3.44%	Increased
278	SAM Southernsun Asset Management Memphis, Tennessee	$46.9M	+$6.86M	1	1.16%	Increased
279	VanEck Associates New York	$46.7M	+$109K	6	0.24%	Increased
280	PointState Capital New York	$46.5M	+$1.06M	1	0.8%	Increased
281	Winton Capital Management London, United Kingdom	$46.2M	-$6.17M	6	0.56%	Reduced
282	Los Angeles Capital Management Los Angeles, California	$46M	-$9.12M	10	0.57%	Reduced
283	Hamlin Capital Management New York	$45.9M	-$41.7K	1	3.44%	Reduced
284	Appaloosa Management Miami Beach, Florida	$45.8M	-$11.4M	1	0.73%	Reduced
285	Thompson Siegel & Walmsley Richmond, Virginia	$45.8M	+$7.77M	10	0.99%	Increased
286	BNP Paribas Asset Management Paris, France	$44.8M	-$4.39M	8	0.34%	Reduced
287	Korea Investment Corp Seoul, South Korea	$44.8M	+$5.86M	6	0.48%	Increased
288	HCM Hahn Capital Management Walnut Creek, California	$44.7M	+$14.2M	2	6.01%	Increased
289	Nisa Investment Advisors St. Louis, Missouri	$44.6M	-$1.8M	13	0.68%	Reduced
290	Magellan Asset Management Sydney, Australia	$44.2M	-$7.37M	5	0.48%	Reduced
291	Nomura Holdings Tokyo, Japan	$43.6M	+$22.3M	13	0.26%	Increased
292	Nomura Asset Management Tokyo, Japan	$42.9M	-$4.29M	7	0.81%	Reduced
293	Stifel Nicolaus & Co St Louis, Missouri	$42.9M	+$4.91M	10	0.71%	Increased
294	IAM Impax Asset Management Portsmouth, New Hampshire	$42.8M	-$3.1M	5	2.85%	Reduced
295	Welch & Forbes Boston, Massachusetts	$42.4M	-$36.5K	6	1.43%	Reduced
296	Duff & Phelps Investment Management Chicago, Illinois	$42.2M	+$9.5K	2	0.73%	Increased
297	Douglas C. Lane & Associates New York	$42.1M	-$1.37M	2	1.53%	Reduced
298	TCP TAMRO Capital Partners Alexandria, Virginia	$41.8M	-$509K	1	1.74%	Reduced
299	CCMH Cornerstone Capital Management Holdings New York	$41.5M	+$10.5M	9	0.5%	Increased
300	Aviva London, United Kingdom	$41.4M	-$1.65M	7	0.36%	Reduced