← 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	AAM AMI Asset Management Los Angeles, California	$72.5M	-$2.98M	2	3.63%	Reduced
302	Rothschild & Co Asset Management US Stamford, Connecticut	$72.4M	-$14.1M	3	0.86%	Reduced
303	NPIC Neumeier Poma Investment Counsel Carmel, California	$72.3M	+$5.96M	2	4.23%	Increased
304	Janney Montgomery Scott Philadelphia, Pennsylvania	$72.2M	+$3.05M	17	0.32%	Increased
305	Squarepoint New York	$72M	+$30.3M	24	0.27%	Increased
306	Mutual of America Capital Management New York	$71M	+$222K	16	0.7%	Increased
307	TI Trigran Investments Northbrook, Illinois	$70.8M	-$18.7M	1	7.8%	Reduced
308	Birch Hill Investment Advisors Boston, Massachusetts	$70.7M	-$614K	5	3.8%	Reduced
309	Guggenheim Capital Chicago, Illinois	$70.6M	+$6.72M	16	0.42%	Increased
310	MAM Montanaro Asset Management London, United Kingdom	$70.4M	+$2.8M	4	8.85%	Increased
311	Bridgewater Associates Westport, Connecticut	$70.3M	+$8.52M	5	0.45%	Increased
312	Two Sigma Investments New York	$69M	-$39.2M	10	0.16%	Reduced
313	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$68.8M	+$5.38M	17	0.77%	Increased
314	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$68.4M	+$13.9M	13	0.41%	Increased
315	United Capital Financial Advisors Irving, Texas	$68.2M	+$304K	8	0.34%	Increased
316	Gates Capital Management New York	$66.8M	+$66.6M	1	1.92%	New
317	SCM Shapiro Capital Management Atlanta, Georgia	$66.3M	+$6.34M	1	1.15%	Increased
318	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$66.2M	+$5.77M	4	3.23%	Increased
319	Glenmede Trust Philadelphia, Pennsylvania	$65.9M	-$30.1M	14	0.34%	Reduced
320	Huntington National Bank Columbus, Ohio	$65.9M	+$22.7M	20	0.66%	Increased
321	Natixis Paris, France	$64.9M	-$17.5M	9	0.28%	Reduced
322	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$64.4M	-$1.37M	6	2.17%	Reduced
323	Markel Group Glen Allen, Virginia	$64.1M	+$363K	2	0.81%	Increased
324	Tocqueville Asset Management New York	$63.6M	+$26.2M	8	0.92%	Increased
325	TIA Tandem Investment Advisors Charleston, South Carolina	$63.5M	+$4.78M	2	5.43%	Increased