← 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
326	KeyBank National Association Cleveland, Ohio	$87.5M	-$9.23M	16	0.29%	Reduced
327	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$87.3M	+$47.6M	6	1.64%	Increased
328	EULAV Asset Management Sarasota, Florida	$86.7M	-$32.5M	4	2.77%	Reduced
329	J. Safra Sarasin Holding	$86.7M	+$16.2M	8	1.24%	Increased
330	FACM Forest Avenue Capital Management Miami, Florida	$86.5M	-$717K	1	3.63%	Reduced
331	Davenport & Co Richmond, Virginia	$86.2M	-$1.56M	8	0.42%	Reduced
332	Covea Finance Paris, France	$86.2M	-$5.18M	5	2.72%	Reduced
333	Achmea Investment Management Zeist, Netherlands	$85.5M	+$2.28M	3	2.14%	Increased
334	Benjamin Edwards Inc Clayton, Missouri	$84.9M	-$9.93M	18	0.77%	Reduced
335	OP Asset Management Helsinki,	$84.5M	+$8.83M	16	0.9%	Increased
336	CIBC Asset Management Toronto, Ontario, Canada	$83.7M	-$4.6M	19	0.18%	Reduced
337	LCP LGT Capital Partners Pfaeffikon, Switzerland	$83.2M	+$1.75M	3	4.21%	Increased
338	NI Nuance Investments Kansas City, Missouri	$83M	-$31.1M	6	14.13%	Reduced
339	DS Dudley & Shanley Palm Beach, Florida	$82.9M	+$1.59M	5	12.51%	Increased
340	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$82.3M	-$705K	12	0.8%	Reduced
341	Polar Capital Holdings London, United Kingdom	$81.9M	-$15.5M	2	0.19%	Reduced
342	Everett Harris & Co Los Angeles, California	$81.1M	+$577K	4	1%	Increased
343	R.M. Davis Inc Portland, Maine	$80.8M	-$2.77M	7	1.27%	Reduced
344	Maryland State Retirement & Pension System Baltimore, Maryland	$80.2M	+$8.73M	24	1.37%	Increased
345	Emerald Advisers Leola, Pennsylvania	$79.9M	+$15.5M	1	1.88%	Increased
346	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$79.8M	+$7.74M	5	3.53%	Increased
347	Algert Global San Francisco, California	$78.3M	-$19M	8	0.93%	Reduced
348	AEGON Asset Management (UK) Edinburgh, United Kingdom	$77.7M	-$21.4M	3	0.83%	Reduced
349	Capital Fund Management (CFM) Paris, France	$77.6M	+$10M	10	0.34%	Increased
350	Waverly Advisors Birmingham, Alabama	$76.7M	+$532K	15	0.44%	Increased