← 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
351	EULAV Asset Management Sarasota, Florida	$38.2M	+$1.47M	3	2%	Increased
352	LM Luminus Management Houston, Texas	$38.2M	-$10.1M	5	1.24%	Reduced
353	AR Advisory Research Chicago, Illinois	$38M	+$13.3M	1	0.43%	Increased
354	Boston Partners Boston, Massachusetts	$37.8M	+$9.84M	3	0.05%	Increased
355	SAM Shell Asset Management The Hague, Netherlands	$37.7M	-$10.9M	8	0.75%	Reduced
356	SAM Scopus Asset Management New York	$37.6M	+$17.5M	1	0.65%	Increased
357	ACM Alta Capital Management Salt Lake City, Utah	$37M	+$1.17M	3	3.03%	Increased
358	EverPoint Asset Management Stamford, Connecticut	$36.7M	+$3.53M	3	0.67%	Increased
359	HighTower Advisors Chicago, Illinois	$35.8M	-$40.8M	9	0.57%	Reduced
360	IRF IBM Retirement Fund Armonk, New York	$35.7M	-$1.23M	9	0.68%	Reduced
361	Natixis Advisors Boston, Massachusetts	$35.6M	+$2.71M	11	0.6%	Increased
362	SM Seminole Management New York	$35.6M	+$35.6M	1	1.44%	New
363	ICM Intrepid Capital Management Jacksonville Beach, Florida	$35.6M	-$1.55M	2	11.68%	Reduced
364	Great Lakes Advisors Chicago, Illinois	$35.4M	-$16.2M	4	1.08%	Reduced
365	Birch Hill Investment Advisors Boston, Massachusetts	$35.3M	-$261K	2	3.62%	Reduced
366	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$34.9M	+$1.9M	13	0.41%	Increased
367	Pzena Investment Management New York	$34.8M	-$16.5M	2	0.2%	Reduced
368	Calamos Advisors Naperville, Illinois	$34.8M	-$1.12M	3	0.21%	Reduced
369	AAM AMI Asset Management Los Angeles, California	$34.7M	+$1.94M	1	2.58%	Increased
370	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$34.6M	-$233K	1	1.06%	Reduced
371	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$34.5M	+$2.92M	1	15.13%	Increased
372	Wedge Capital Management Charlotte, North Carolina	$34.4M	+$646K	8	0.33%	Increased
373	B BP London, United Kingdom	$34.2M	+$1.38M	3	1.28%	Increased
374	AGF Investments Inc Toronto, Ontario, Canada	$34M	-$27.2M	3	0.37%	Reduced
375	TEC Tiger Eye Capital Nashville, Tennessee	$33.4M	+$33.5M	1	2.45%	New