← 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	MetLife Investment Management Whippany, New Jersey	$57.2M	-$1.57M	31	0.78%	Reduced
277	CAM Cacti Asset Management Atlanta, Georgia	$56.9M	-$10.4M	1	6.62%	Reduced
278	Virginia Retirement Systems Richmond, Virginia	$56.9M	-$22.9M	13	0.78%	Reduced
279	Everett Harris & Co Los Angeles, California	$56.6M	+$1.24M	2	1.46%	Increased
280	MD Financial Management Ottawa, Ontario, Canada	$55.9M	+$28.1M	4	3.45%	Increased
281	Arizona State Retirement System Phoenix, Arizona	$55.8M	-$10.2M	23	0.96%	Reduced
282	Sands Capital Management Arlington, Virginia	$55.3M	+$237K	1	0.18%	Increased
283	Susquehanna International Group Bala Cynwyd, Pennsylvania	$55.2M	-$9.25M	33	0.02%	Reduced
284	Riverbridge Partners Minneapolis, Minnesota	$55.1M	-$733K	1	1.15%	Reduced
285	VIM Veritas Investment Management London, United Kingdom	$53.2M	+$74.9K	2	4.48%	Increased
286	TimesSquare Capital Management New York	$53M	-$2.17M	1	0.63%	Reduced
287	Quilter Plc London, United Kingdom	$53M	-$1.21M	6	3.51%	Reduced
288	SP SCF Partners Houston, Texas	$52.3M	$0	1	50.56%	Maintained
289	Two Sigma Investments New York	$52.3M	-$49.7M	14	0.43%	Reduced
290	Birch Hill Investment Advisors Boston, Massachusetts	$52.2M	+$1.7M	4	4.57%	Increased
291	GIP Granite Investment Partners El Segundo, California	$50.9M	-$15.9M	5	3.29%	Reduced
292	Factory Mutual Insurance Waltham, Massachusetts	$50.8M	+$11.9M	2	0.97%	Increased
293	PGH Partners Group Holding Baar-Zug, Switzerland	$49.6M	-$4.02M	3	6.55%	Reduced
294	Martingale Asset Management Boston, Massachusetts	$49.4M	-$8.73M	14	0.66%	Reduced
295	PCP P2 Capital Partners New York	$48.2M	-$739K	1	5.77%	Reduced
296	Markel Group Glen Allen, Virginia	$48.2M	+$564K	1	0.91%	Increased
297	NN Investment Partners Holdings The Hague, Netherlands	$48M	+$9.27M	6	0.39%	Increased
298	Balyasny Asset Management Chicago, Illinois	$47.5M	-$46.6M	9	0.56%	Reduced
299	ClearBridge Investments (Australia) Sydney, Australia	$47.2M	-$6.51M	1	3.26%	Reduced
300	TPSF Texas Permanent School Fund Austin, Texas	$47M	+$5.38M	15	0.86%	Increased