← 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
301	Brookfield Corp Toronto, Ontario, Canada	$37.2M	+$37.2M	1	0.19%	New
302	Evercore Wealth Management New York	$37.1M	+$36.7M	12	2.1%	New
303	BAM Barrett Asset Management New York	$36.9M	+$38.1M	3	3.74%	New
304	Welch & Forbes Boston, Massachusetts	$36.7M	+$36.5M	4	1.31%	New
305	Foresters Investment Management New York	$36.7M	+$35.7M	3	1.1%	New
306	Thompson Siegel & Walmsley Richmond, Virginia	$36.6M	+$36.4M	10	0.79%	New
307	TCP TAMRO Capital Partners Alexandria, Virginia	$36.2M	+$35.4M	1	1.61%	New
308	Fred Alger Management New York	$36.1M	+$40.6M	5	0.21%	New
309	Bowen Hanes & Co Ponte Vedra Beach, Florida	$35.7M	+$35.2M	2	1.91%	New
310	EULAV Asset Management Sarasota, Florida	$35.6M	+$35.9M	5	2.17%	New
311	SAM Southernsun Asset Management Memphis, Tennessee	$35.3M	+$34.1M	1	1.07%	New
312	Korea Investment Corp Seoul, South Korea	$34.5M	+$35M	5	0.41%	New
313	AIA Affinity Investment Advisors Newport Beach, California	$34M	+$34.5M	2	2.95%	New
314	Anchor Capital Advisors Boston, Massachusetts	$33.9M	+$35.1M	1	0.73%	New
315	River Road Asset Management Louisville, Kentucky	$33.8M	+$35.2M	2	0.42%	New
316	Fjarde Ap-fonden Stockholm, Sweden	$33.7M	+$33.7M	7	0.7%	New
317	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$33.6M	+$34.4M	1	4.46%	New
318	PAR Capital Management Boston, Massachusetts	$33.4M	+$35.6M	1	0.94%	New
319	TSU TD Securities (USA) New York	$33.4M	+$33.6M	6	0.67%	New
320	SAM Shell Asset Management The Hague, Netherlands	$33M	+$33M	6	0.63%	New
321	Zacks Investment Management Chicago, Illinois	$33M	+$33.7M	10	1.51%	New
322	ACM Argent Capital Management St Louis, Missouri	$32.9M	+$32.1M	2	2.11%	New
323	First Pacific Advisors El Segundo, California	$32.9M	+$32.2M	1	0.35%	New
324	Stifel Nicolaus & Co St Louis, Missouri	$32.6M	+$33.3M	9	0.59%	New
325	DS Dudley & Shanley Palm Beach, Florida	$32.2M	+$32.5M	2	7.5%	New