← 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	ProShare Advisors Bethesda, Maryland	$60M	+$16.7M	28	0.75%	Increased
277	FIM FourPoints Investment Managers Paris, France	$59.8M	+$436K	2	5.72%	Increased
278	GC GW Capital Bellevue, Washington	$59.3M	+$15.2M	3	2.3%	Increased
279	Pzena Investment Management New York	$59.2M	-$6.03M	2	0.34%	Reduced
280	AGF Investments Inc Toronto, Ontario, Canada	$58.4M	+$4.14M	5	0.6%	Increased
281	Korea Investment Corp Seoul, South Korea	$57.6M	+$2.57M	7	0.51%	Increased
282	Madison Investment Holdings Madison, Wisconsin	$57.5M	-$2.87M	3	1.09%	Reduced
283	Janus Henderson Group London,	$57.3M	-$32M	6	0.56%	Reduced
284	Energy Income Partners Westport, Connecticut	$57.2M	-$1.53M	1	1.34%	Reduced
285	JIR James Investment Research Alpha, Ohio	$56.9M	+$8.62M	5	1.82%	Increased
286	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$56.6M	+$4.01M	1	1.54%	Increased
287	R.M. Davis Inc Portland, Maine	$56.5M	-$1.5M	3	3.43%	Reduced
288	LCP Lombardia Capital Partners Pasadena, California	$56.5M	+$11M	2	1.54%	Increased
289	BNP Paribas Asset Management Paris, France	$56.3M	+$17.4M	9	0.43%	Increased
290	BC BHR Capital New York	$54.7M	-$2.04M	1	4.62%	Reduced
291	WCMNY Westchester Capital Management (New York) Valhalla, New York	$54.5M	+$19.6M	1	0.71%	Increased
292	Zacks Investment Management Chicago, Illinois	$54.4M	+$7.51M	8	2.02%	Increased
293	Foresters Investment Management New York	$53.6M	-$4.22M	4	1.16%	Reduced
294	Arizona State Retirement System Phoenix, Arizona	$53.3M	-$2.07M	14	0.67%	Reduced
295	VanEck Associates New York	$52.8M	-$670K	6	0.26%	Reduced
296	Nisa Investment Advisors St. Louis, Missouri	$52M	+$186K	12	0.74%	Increased
297	ESCM Echo Street Capital Management New York	$51.8M	+$13.2M	2	4.04%	Increased
298	Hamlin Capital Management New York	$50.5M	-$9.49M	1	3.24%	Reduced
299	Bowen Hanes & Co Ponte Vedra Beach, Florida	$50M	-$2.15M	2	2.42%	Reduced
300	Duff & Phelps Investment Management Chicago, Illinois	$49.9M	-$119K	2	0.83%	Reduced