← 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
401	Robeco Institutional Asset Management Rotterdam, Netherlands	$30M	+$2.63M	7	0.21%	Increased
402	Mitsubishi UFJ Asset Management Tokyo, Japan	$29.9M	+$99.5K	9	0.77%	Increased
403	WPC Waters Parkerson & Co New Orleans, Louisiana	$29.8M	-$184K	2	3.56%	Reduced
404	SIC Sky Investment Counsel Toronto, Ontario, Canada	$29.3M	+$17.8M	1	28.25%	Increased
405	RCM Riverhead Capital Management Wilmington, Delaware	$29.1M	-$2.9M	6	0.55%	Reduced
406	TCP TAMRO Capital Partners Alexandria, Virginia	$29.1M	-$5.06M	1	1.47%	Reduced
407	Everett Harris & Co Los Angeles, California	$28.9M	-$5.36K	2	1.07%	Reduced
408	Glenmede Trust Philadelphia, Pennsylvania	$28.8M	-$7.4M	17	0.26%	Reduced
409	PCP P2 Capital Partners New York	$28.8M	-$10.7M	1	4.54%	Reduced
410	RU RobecoSam USA New York	$28.5M	+$1.07M	10	31.07%	Increased
411	First Pacific Advisors El Segundo, California	$28.5M	$0	1	0.23%	Maintained
412	ANRF Adams Natural Resources Fund Baltimore, Maryland	$28.2M	$0	1	2.91%	Maintained
413	Avalon Investment & Advisory Houston, Texas	$28.1M	+$73.3K	2	1.42%	Increased
414	Meyer Handelman Company Rye Brook, New York	$28.1M	+$195K	4	1.3%	Increased
415	GH GAM Holding Zurich, Switzerland	$28M	-$9.09M	10	0.43%	Reduced
416	Zurich Cantonal Bank Zurich, Switzerland	$27.7M	+$3.03M	10	0.82%	Increased
417	CCB Cutter & Co Brokerage Ballwin, Missouri	$27.5M	-$250K	10	10.09%	Reduced
418	Oregon Public Employees Retirement Fund Tigard, Oregon	$27.1M	+$1.82M	9	0.68%	Increased
419	HHC Hutchin Hill Capital New York	$26.9M	+$23.4M	5	1.22%	Increased
420	Creative Planning Overland Park, Kansas	$26.6M	-$2.38M	20	0.35%	Reduced
421	Utah Retirement Systems Salt Lake City, Utah	$26.3M	-$977K	9	0.75%	Reduced
422	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$26.2M	-$543K	9	0.82%	Reduced
423	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$25.9M	+$1.04M	4	5.74%	Increased
424	ICM ICC Capital Management Orlando, Florida	$25.9M	-$1.63M	3	2.71%	Reduced
425	OI Oakbrook Investments Lisle, Illinois	$25.8M	-$3.18M	6	0.78%	Reduced