← 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
376	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$29.5M	+$6.95M	3	0.39%	Increased
377	ICM Intrepid Capital Management Jacksonville Beach, Florida	$29.1M	-$1.74M	2	11.49%	Reduced
378	CCB Cutter & Co Brokerage Ballwin, Missouri	$28.8M	-$6.61M	8	13.31%	Reduced
379	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$28.6M	-$8.4M	14	0.32%	Reduced
380	SC Stralem & Co New York	$28.6M	-$2.59M	1	3.13%	Reduced
381	Whittier Trust South Pasadena, California	$28.2M	+$1.25M	15	1.25%	Increased
382	Mutual of America Capital Management New York	$28.1M	+$1.57M	8	0.62%	Increased
383	PIM Provident Investment Management Novi, Michigan	$28M	-$647K	1	5.6%	Reduced
384	Meyer Handelman Company Rye Brook, New York	$28M	-$38.5K	4	1.29%	Reduced
385	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$28M	-$63.6K	14	0.36%	Reduced
386	Douglass Winthrop Advisors New York	$28M	+$13.5M	3	2.02%	Increased
387	B BP London, United Kingdom	$27.6M	-$4.51M	5	1.12%	Reduced
388	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$27.6M	-$1.89M	7	0.85%	Reduced
389	Jefferies Group New York	$27.5M	+$22.1M	9	0.16%	Increased
390	Cooke & Bieler Philadelphia, Pennsylvania	$27.3M	-$646K	2	0.61%	Reduced
391	Eagle Global Advisors Houston, Texas	$27.1M	+$6.61M	3	0.98%	Increased
392	NIMI Natixis Investment Managers International Paris, France	$26.8M	+$1.27M	11	3.19%	Increased
393	Norinchukin Bank Tokyo, Japan	$26.8M	+$2.33M	7	0.65%	Increased
394	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$26.7M	+$3.47M	1	4.94%	Increased
395	PCP P2 Capital Partners New York	$26.7M	+$3.66M	1	4.11%	Increased
396	LIA LS Investment Advisors Bloomfield Hills, Michigan	$26.7M	+$2.97M	18	1.99%	Increased
397	Utah Retirement Systems Salt Lake City, Utah	$26.5M	+$54K	9	0.72%	Increased
398	Avalon Investment & Advisory Houston, Texas	$26.5M	+$1.21M	2	1.15%	Increased
399	PIA Piedmont Investment Advisors Durham, North Carolina	$26.5M	+$160K	4	0.56%	Increased
400	Country Trust Bank Bloomington, Illinois	$26.4M	-$6.31M	2	1.41%	Reduced