← 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	Orbis Allan Gray Hamilton, Bermuda	$36.2M	+$7.01M	1	0.25%	Increased
427	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$36.2M	-$90.3M	10	0.09%	Reduced
428	PP PDT Partners New York	$36.1M	+$5.59M	14	2.59%	Increased
429	TCW Group Los Angeles, California	$36.1M	+$245K	2	0.09%	Increased
430	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$36M	+$1.23M	1	2.52%	Increased
431	Vident Investment Advisory Alpharetta, Georgia	$35.6M	+$7.48M	20	1.08%	Increased
432	EIP Easterly Investment Partners Beverly, Massachusetts	$35.2M	+$2.24M	1	2.39%	Increased
433	Braun Stacey Associates New York	$35.2M	-$1.39M	2	1.41%	Reduced
434	Mariner Overland Park, Kansas	$35.1M	+$683K	9	0.18%	Increased
435	WPC Waters Parkerson & Co New Orleans, Louisiana	$34.9M	-$15.2K	2	2.01%	Reduced
436	Glenview Trust Louisville, Kentucky	$34.6M	-$94.8K	6	1.34%	Reduced
437	Clifford Swan Investment Counsel Pasadena, California	$34.5M	+$1.42M	4	1.27%	Increased
438	HCM Hahn Capital Management Walnut Creek, California	$34M	-$976K	2	6.65%	Reduced
439	Clark Capital Management Group Philadelphia, Pennsylvania	$33.6M	-$11.4M	3	0.46%	Reduced
440	HP Hikari Power Tokyo, Japan	$33.3M	+$446K	2	3.34%	Increased
441	SAM Shell Asset Management The Hague, Netherlands	$33.2M	-$7.23M	17	0.75%	Reduced
442	Stock Yards Bank & Trust Louisville, Kentucky	$33.2M	-$380K	3	2.1%	Reduced
443	MTC McDaniel Terry & Co Austin, Texas	$32.8M	+$246K	1	3.82%	Increased
444	Colony Group Boston, Massachusetts	$32.2M	+$583K	9	0.62%	Increased
445	AIM Avity Investment Management Greenwich, Connecticut	$32.2M	+$210K	1	2.71%	Increased
446	Bridgeway Capital Management Houston, Texas	$32.1M	+$10.9M	7	0.61%	Increased
447	Wilmington Savings Fund Society Wilmington, Delaware	$32.1M	-$448K	6	1.24%	Reduced
448	AC Avenir Corporation Alexandria, Virginia	$31.9M	+$1.4M	1	2.68%	Increased
449	GW&K Investment Management Boston, Massachusetts	$31.7M	-$7.42M	3	0.28%	Reduced
450	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$31.6M	+$716K	2	3.57%	Increased