← 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	Candriam SCA Strassen, Luxembourg, Luxembourg	$72.4M	+$10.7M	8	0.9%	Increased
277	Panagora Asset Management Boston, Massachusetts	$72.2M	-$16.3M	25	0.32%	Reduced
278	Frontier Capital Management Boston, Massachusetts	$70.2M	-$10.9M	2	0.53%	Reduced
279	Riverbridge Partners Minneapolis, Minnesota	$69.9M	-$107K	1	1.32%	Reduced
280	Channing Capital Management Chicago, Illinois	$68.4M	-$36.9M	2	3.18%	Reduced
281	Confluence Investment Management St. Louis, Missouri	$68.3M	-$46.9M	3	1.09%	Reduced
282	Squarepoint New York	$67.9M	+$50.5M	18	0.66%	Increased
283	Jacobs Levy Equity Management Florham Park, New Jersey	$67.5M	+$42.2M	4	0.93%	Increased
284	GIP Granite Investment Partners El Segundo, California	$66.4M	+$410K	9	3.56%	Increased
285	WAM Water Asset Management New York	$66.2M	-$342K	13	86.84%	Reduced
286	United Capital Financial Advisors Irving, Texas	$65.7M	+$8.13M	12	0.43%	Increased
287	W.H. Reaves & Co Jersey City, New Jersey	$65.3M	+$1.18M	1	2.08%	Increased
288	CC Capital Counsel New York	$65M	-$858K	2	4.35%	Reduced
289	Factory Mutual Insurance Waltham, Massachusetts	$64.3M	-$13.6M	2	0.77%	Reduced
290	Haverford Trust Company Radnor, Pennsylvania	$63.8M	-$33.7M	5	1.14%	Reduced
291	VIM Veritas Investment Management London, United Kingdom	$63.8M	+$2.25M	2	5.71%	Increased
292	PAR Capital Management Boston, Massachusetts	$63.4M	$0	1	1.06%	Maintained
293	Mirae Asset Global Investments Seoul, South Korea	$63.3M	+$10.9M	17	0.43%	Increased
294	Nomura Asset Management Tokyo, Japan	$62.5M	-$4.66M	10	0.62%	Reduced
295	Marshall Wace London, United Kingdom	$61.7M	-$42.4M	10	0.51%	Reduced
296	Eagle Asset Management St Petersburg, Florida	$61.6M	-$15.7M	4	0.32%	Reduced
297	ClearBridge Investments (Australia) Sydney, Australia	$61.3M	+$57.7M	2	4.39%	Increased
298	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$61.3M	-$51.2M	2	9.16%	Reduced
299	Boston Trust Walden Boston, Massachusetts	$60.9M	-$370K	7	0.79%	Reduced
300	MSL Mackay Shields LLC New York	$60.6M	+$2.19M	15	0.41%	Increased