← 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	Commerce Bank Kansas City, Missouri	$31.6M	+$1.15M	9	0.5%	Increased
377	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$31.6M	-$481K	3	1.47%	Reduced
378	Advisors Asset Management Monument, Colorado	$31.4M	-$7.29M	18	0.51%	Reduced
379	BAM Barrett Asset Management New York	$31.2M	-$408K	3	2.7%	Reduced
380	Andra AP-fonden Goteborg, Sweden	$30.9M	-$982K	7	0.79%	Reduced
381	GIP Granite Investment Partners El Segundo, California	$30.6M	+$3.67M	3	2.41%	Increased
382	RG Renaissance Group Covington, Kentucky	$30.5M	-$925K	1	1.28%	Reduced
383	Douglass Winthrop Advisors New York	$30.5M	+$901K	3	2.15%	Increased
384	Bank of Nova Scotia Toronto, Ontario, Canada	$30.5M	-$5.77M	6	0.18%	Reduced
385	Conning Inc Hartford, Connecticut	$30.4M	-$989K	5	1.26%	Reduced
386	SAM Shell Asset Management The Hague, Netherlands	$30.2M	+$4.01M	9	0.7%	Increased
387	Pzena Investment Management New York	$29.9M	-$3.61M	1	0.19%	Reduced
388	Oregon Public Employees Retirement Fund Tigard, Oregon	$29.2M	+$1.87M	8	0.65%	Increased
389	ECP Electron Capital Partners New York	$29.1M	+$16.7M	2	7.18%	Increased
390	PIA Piedmont Investment Advisors Durham, North Carolina	$29M	+$2.41M	8	0.6%	Increased
391	Energy Income Partners Westport, Connecticut	$28.9M	-$4.77M	2	0.64%	Reduced
392	Glenmede Trust Philadelphia, Pennsylvania	$28.7M	-$16.9M	18	0.17%	Reduced
393	LIA LS Investment Advisors Bloomfield Hills, Michigan	$28.6M	+$286K	17	1.98%	Increased
394	WC Walthausen & Co Malta, New York	$28.6M	+$3.08M	3	2.97%	Increased
395	RCM Riverhead Capital Management Wilmington, Delaware	$28.5M	-$68.2M	13	0.92%	Reduced
396	Norinchukin Bank Tokyo, Japan	$28.4M	+$424K	7	0.69%	Increased
397	Susquehanna International Group Bala Cynwyd, Pennsylvania	$28.3M	-$29.3M	17	0.02%	Reduced
398	TA Teton Advisors Rye, New York	$28.2M	-$33.3K	14	2.55%	Reduced
399	SCI S&CO Inc Boston, Massachusetts	$28.2M	+$396K	1	4.36%	Increased
400	DL Delta Lloyd Amsterdam, Netherlands	$28.1M	+$15.8M	7	0.95%	Increased