← 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	SIC Schwartz Investment Counsel Plymouth, Michigan	$54.8M	$0	1	2.21%	Maintained
352	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$54.6M	-$176K	2	2.86%	Reduced
353	PC Plaisance Capital Denver, Colorado	$54.6M	$0	1	27.18%	Maintained
354	Great Lakes Advisors Chicago, Illinois	$54.4M	+$14.7M	10	0.82%	Increased
355	Gofen & Glossberg Chicago, Illinois	$54.4M	+$121K	7	1.29%	Increased
356	MC MIG Capital Newport Beach, California	$54.2M	-$2.57M	1	4.8%	Reduced
357	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$53.9M	+$11.5M	16	0.5%	Increased
358	State of Alaska Department of Revenue Juneau, Alaska	$53.7M	+$551K	16	0.54%	Increased
359	Advisors Asset Management Monument, Colorado	$53.2M	+$2.79M	18	0.75%	Increased
360	Scharf Investments Los Gatos, California	$53.1M	+$1.87M	1	1.61%	Increased
361	Qube Research & Technologies (QRT) London, United Kingdom	$53M	+$17.3M	17	0.6%	Increased
362	Gulf International Bank (UK) London, United Kingdom	$52.6M	+$77.5K	9	0.67%	Increased
363	Andra AP-fonden Goteborg, Sweden	$52.1M	+$5.26M	7	1.06%	Increased
364	Teacher Retirement System of Texas Austin, Texas	$52M	-$4.59M	23	0.29%	Reduced
365	Första AP-fonden Stockholm, Sweden	$51.7M	+$6.59M	6	0.61%	Increased
366	Jane Street New York	$51.2M	+$17.1M	26	0.02%	Increased
367	Magnetar Financial Evanston, Illinois	$50.8M	-$8.29M	4	0.48%	Reduced
368	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$50.4M	-$22.5K	2	4.8%	Reduced
369	HCM Howland Capital Management Boston, Massachusetts	$50.2M	+$879K	5	2.59%	Increased
370	BFO Boston Family Office Boston, Massachusetts	$49.5M	+$2.88M	7	3.53%	Increased
371	Confluence Investment Management St. Louis, Missouri	$49.2M	+$388K	3	0.65%	Increased
372	AIA AGF Investments America Toronto, Ontario, Canada	$49M	-$2.06M	5	11.56%	Reduced
373	RHBC R.H. Bluestein & Co Birmingham, Michigan	$48.8M	+$1M	13	1.9%	Increased
374	SCI S&CO Inc Boston, Massachusetts	$48.8M	+$102K	1	3.81%	Increased
375	Polar Asset Management Partners Toronto, Ontario, Canada	$48.1M	-$5.96M	3	0.49%	Reduced