← 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
426	PIM Provident Investment Management Novi, Michigan	$24.9M	+$135K	1	5.43%	Increased
427	PCP P2 Capital Partners New York	$24.9M	$0	1	3.33%	Maintained
428	WP WMS Partners Towson, Maryland	$24.7M	+$1.91M	3	3.8%	Increased
429	Utah Retirement Systems Salt Lake City, Utah	$24.4M	$0	9	0.67%	Maintained
430	CRCP Copper Rock Capital Partners Boston, Massachusetts	$24.4M	+$1.5M	1	2.26%	Increased
431	AAM ACK Asset Management Greenwich, Connecticut	$24.1M	+$13.8M	1	8.7%	Increased
432	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$24.1M	+$1.04M	9	0.76%	Increased
433	Balyasny Asset Management Chicago, Illinois	$24M	-$25.5M	2	0.22%	Reduced
434	BA Boston Advisors Boston, Massachusetts	$24M	-$4.61M	2	1.01%	Reduced
435	Washington Trust Westerly, Rhode Island	$23.9M	-$226K	2	1.64%	Reduced
436	Fenimore Asset Management Cobleskill, New York	$23.8M	-$461K	1	1.21%	Reduced
437	Mutual of America Capital Management New York	$23.8M	+$161K	8	0.54%	Increased
438	Chartwell Investment Partners Berywn, Pennsylvania	$23.7M	-$3.67M	3	0.5%	Reduced
439	SAM Scopus Asset Management New York	$23.6M	-$5.76M	3	0.62%	Reduced
440	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$23.5M	-$2.99M	5	6.08%	Reduced
441	QI Qualcomm Inc San Diego, California	$23.4M	+$2.46M	2	2%	Increased
442	Rothschild & Co Asset Management US Stamford, Connecticut	$23.3M	-$32.8M	1	0.46%	Reduced
443	SCI S&CO Inc Boston, Massachusetts	$23.2M	+$12.6K	1	3.37%	Increased
444	LIA LS Investment Advisors Bloomfield Hills, Michigan	$23.2M	+$354K	10	1.88%	Increased
445	Stephens Investment Management Group Houston, Texas	$23.1M	-$283K	2	0.69%	Reduced
446	SWM Segment Wealth Management Houston, Texas	$23M	+$169K	2	8.82%	Increased
447	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$22.7M	+$2.56M	4	0.24%	Increased
448	Parallax Volatility Advisers San Francisco, California	$22.7M	+$19.9M	16	0.07%	Increased
449	GE General Electric Evendale, Ohio	$22.5M	-$21.4M	2	0.05%	Reduced
450	CCP Clough Capital Partners Boston, Massachusetts	$22.4M	+$22M	1	0.8%	New