← 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	Maryland State Retirement & Pension System Baltimore, Maryland	$76.9M	+$2.72M	23	1.68%	Increased
352	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$76.6M	+$574K	5	3.82%	Increased
353	HRT Financial New York	$76.4M	+$44.8M	20	0.34%	Increased
354	CIBC World Markets New York	$76.4M	+$31.9M	20	0.48%	Increased
355	CAM Cacti Asset Management Atlanta, Georgia	$76.4M	-$724K	1	5.43%	Reduced
356	Douglas Lane & Associates New York	$76.2M	-$2.36M	3	1.1%	Reduced
357	Prudential plc London, England, United Kingdom	$75.8M	-$2.41M	9	0.46%	Reduced
358	Brookfield Corp Toronto, Ontario, Canada	$75.6M	-$6.21M	2	0.09%	Reduced
359	Mutual of America Capital Management New York	$75.4M	+$1.07M	23	0.81%	Increased
360	WorldQuant Millennium Advisors New York	$74.6M	-$67.8M	4	0.37%	Reduced
361	Van Berkom & Associates Montreal, Quebec, Canada	$74.2M	+$31.3M	1	2.21%	Increased
362	Markel Group Glen Allen, Virginia	$73.9M	$0	1	0.62%	Maintained
363	Tidal Investments Milwaukee, Wisconsin	$73.9M	-$1.13M	23	0.44%	Reduced
364	HCM Howland Capital Management Boston, Massachusetts	$73.8M	-$114K	4	3.01%	Reduced
365	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$72.9M	-$23.4M	8	5.12%	Reduced
366	Epoch Investment Partners New York	$72.2M	-$1.62M	2	0.37%	Reduced
367	BCM Brown Capital Management Baltimore, Maryland	$72.2M	+$2.42M	3	2.1%	Increased
368	CIBC Asset Management Toronto, Ontario, Canada	$71.3M	+$4.1M	18	0.22%	Increased
369	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$71M	+$11M	7	0.21%	Increased
370	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$70.9M	+$3.1M	35	0.66%	Increased
371	ZWJ Investment Counsel Atlanta, Georgia	$70.4M	-$734K	4	2.62%	Reduced
372	DS Dudley & Shanley Palm Beach, Florida	$70.1M	-$43.7K	5	11%	Reduced
373	Congress Wealth Management Boston, Massachusetts	$69.8M	+$512K	15	0.68%	Increased
374	Pathstone Holdings Englewood, New Jersey	$69.6M	-$3.48M	26	0.28%	Reduced
375	Jump Financial Chicago, Illinois	$69.5M	+$30.1M	17	0.75%	Increased