← 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	EC Eminence Capital New York	$50.2M	+$46.3M	1	0.71%	New
402	Xponance Philadelphia, Pennsylvania	$49.5M	+$2.38M	18	0.52%	Increased
403	Rafferty Asset Management New York	$49.4M	+$2.08M	8	0.18%	Increased
404	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$48.5M	+$4.33M	11	0.6%	Increased
405	Utah Retirement Systems Salt Lake City, Utah	$48M	-$229K	13	0.56%	Reduced
406	MML Investors Services Springfield, Massachusetts	$48M	-$1.31M	19	0.2%	Reduced
407	W.H. Reaves & Co Jersey City, New Jersey	$47.9M	-$11.6M	1	1.7%	Reduced
408	New York Life Investment Management New York	$47.9M	-$1.3M	21	0.48%	Reduced
409	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$47.8M	-$232K	3	2.38%	Reduced
410	Twin Tree Management Dallas, Texas	$47.8M	+$30.7M	4	0.11%	Increased
411	Todd Asset Management Louisville, Kentucky	$47.8M	-$3.56M	1	0.98%	Reduced
412	Letko, Brosseau & Associates Montreal, Quebec, Canada	$47.7M	-$2.41M	1	0.83%	Reduced
413	HP Hikari Power Tokyo, Japan	$47.3M	$0	3	4.07%	Maintained
414	Calamos Advisors Naperville, Illinois	$47.2M	-$8.61K	5	0.22%	Reduced
415	Capital Advisors Inc Tulsa, Oklahoma	$47.1M	+$6.57M	3	1.01%	Increased
416	Congress Wealth Management Boston, Massachusetts	$46.4M	-$399K	5	0.8%	Reduced
417	Ingalls & Snyder LLC New York	$46.3M	-$57.8K	8	2.05%	Reduced
418	Carson Wealth (CWM LLC) Omaha, Nebraska	$46.3M	-$1.82M	43	0.23%	Reduced
419	Czech National Bank Prague, Czech Republic	$45.6M	+$193K	8	0.59%	Increased
420	WPC Waters Parkerson & Co New Orleans, Louisiana	$45.6M	-$560K	2	2.34%	Reduced
421	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$45.5M	+$163K	22	0.88%	Increased
422	CAPTRUST Financial Advisors Raleigh, North Carolina	$45.3M	-$16.4M	21	0.17%	Reduced
423	PGH Partners Group Holding Baar-Zug, Switzerland	$45.2M	-$125K	2	4.1%	Reduced
424	SCM Sandler Capital Management New York	$45.1M	+$2.64M	2	3.29%	Increased
425	MC MIG Capital Newport Beach, California	$45M	-$9.08M	1	6.25%	Reduced