← 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	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$55.1M	-$18.1M	1	2.05%	Reduced
352	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$55.1M	$0	2	4.99%	Maintained
353	Vaughan Nelson Investment Management Houston, Texas	$55M	+$56.9M	2	0.63%	New
354	TPSF Texas Permanent School Fund Austin, Texas	$54.6M	-$2.38M	16	0.74%	Reduced
355	Markel Group Glen Allen, Virginia	$54.6M	$0	1	0.65%	Maintained
356	Advisors Asset Management Monument, Colorado	$54.1M	-$4.26M	17	0.83%	Reduced
357	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$53.9M	+$28.2M	5	1.65%	Increased
358	Factory Mutual Insurance Waltham, Massachusetts	$53.8M	$0	2	0.73%	Maintained
359	TCW Group Los Angeles, California	$53.7M	+$10.9M	3	0.51%	Increased
360	Nicholas Company Milwaukee, Wisconsin	$53.6M	+$5.93M	3	0.96%	Increased
361	Engineers Gate Manager New York	$53.5M	+$28.5M	15	2.09%	Increased
362	PCP P2 Capital Partners New York	$53.2M	-$12.5M	1	5.04%	Reduced
363	Employees Retirement System of Texas Austin, Texas	$52.9M	-$14.6M	6	0.63%	Reduced
364	ECP Electron Capital Partners New York	$52.7M	+$23.7M	1	2.1%	Increased
365	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$52.6M	+$435K	2	2.66%	Increased
366	Douglas Lane & Associates New York	$52.4M	-$818K	3	0.74%	Reduced
367	Pacer Advisors Malvern, Pennsylvania	$52.4M	+$20.3M	9	0.43%	Increased
368	Point72 Asset Management Stamford, Connecticut	$52.2M	-$5.58M	7	0.21%	Reduced
369	Letko, Brosseau & Associates Montreal, Quebec, Canada	$51M	-$6.8M	1	0.76%	Reduced
370	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$50.5M	$0	1	1.28%	Maintained
371	SG Americas Securities New York	$50.1M	-$20.6M	25	0.37%	Reduced
372	Gofen & Glossberg Chicago, Illinois	$49.8M	+$1.27M	7	1.13%	Increased
373	RCW Rheos Capital Works Tokyo, Japan	$49.8M	$0	3	2.39%	Maintained
374	Bahl & Gaynor Cincinnati, Ohio	$49.3M	-$2.03M	4	0.36%	Reduced
375	Cambridge Investment Research Advisors Fairfield, Iowa	$49.2M	-$5.18M	19	0.23%	Reduced