← 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	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$61.7M	+$13.6M	1	3.76%	Increased
327	Balyasny Asset Management Chicago, Illinois	$61.5M	-$132M	9	0.28%	Reduced
328	Gotham Asset Management New York	$61.3M	-$14.8M	11	0.85%	Reduced
329	Commerce Bank Kansas City, Missouri	$61.1M	-$416K	8	0.73%	Reduced
330	Scout Investments Kansas City, Missouri	$61M	-$5.84M	2	1.26%	Reduced
331	NIMC NWQ Investment Management Company Los Angeles, California	$60.9M	-$6.2M	2	1.21%	Reduced
332	PGH Partners Group Holding Baar-Zug, Switzerland	$59.4M	-$4.33M	3	7%	Reduced
333	EULAV Asset Management Sarasota, Florida	$58.4M	+$82.8K	3	2.5%	Increased
334	RHBC R.H. Bluestein & Co Birmingham, Michigan	$58.2M	+$3.58M	11	2.8%	Increased
335	United Capital Financial Advisors Irving, Texas	$57.7M	-$12.7K	10	0.41%	Reduced
336	Nissay Asset Management Tokyo, Japan	$57.6M	+$470K	8	1.55%	Increased
337	HCM Hahn Capital Management Walnut Creek, California	$57M	-$2.05M	2	6.6%	Reduced
338	Employees Retirement System of Texas Austin, Texas	$56.8M	+$983K	13	0.76%	Increased
339	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$56.7M	+$731K	2	3.96%	Increased
340	New Mountain Vantage Advisers New York	$56.4M	+$20.4M	1	4.07%	Increased
341	Zurich Insurance Group Zurich, Switzerland	$56.1M	+$12.3M	6	1.19%	Increased
342	Riverbridge Partners Minneapolis, Minnesota	$55.6M	-$900K	1	0.93%	Reduced
343	Copeland Capital Management Conshohocken, Pennsylvania	$55.6M	-$5.3M	4	3.36%	Reduced
344	WPC Waters Parkerson & Co New Orleans, Louisiana	$55.1M	-$167K	2	4.5%	Reduced
345	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$54.8M	+$35.7M	7	0.42%	Increased
346	Two Sigma Investments New York	$54.7M	-$13.6M	17	0.15%	Reduced
347	Oppenheimer & Co New York	$54M	+$864K	15	1.37%	Increased
348	Carillon Tower Advisers St. Petersburg, Florida	$53.9M	-$3.95M	3	0.39%	Reduced
349	Douglass Winthrop Advisors New York	$53.9M	-$2.42M	4	2.38%	Reduced
350	MSL Mackay Shields LLC New York	$52.6M	-$9.24M	8	0.4%	Reduced