← 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
451	Asset Management One Tokyo, Japan	$20.7M	-$1.18M	12	0.31%	Reduced
452	Dodge & Cox San Francisco, California	$20.6M	-$2.92M	1	0.02%	Reduced
453	Truist Financial Charlotte, North Carolina	$20.6M	+$1.12M	10	0.53%	Increased
454	LCP LGT Capital Partners Pfaeffikon, Switzerland	$20.1M	-$58.9K	2	5.87%	Reduced
455	Ingalls & Snyder LLC New York	$20M	-$416K	8	1.31%	Reduced
456	SCM Shapiro Capital Management Atlanta, Georgia	$19.9M	+$22.2M	1	0.6%	Increased
457	Candriam SCA Strassen, Luxembourg, Luxembourg	$19.8M	-$6.7M	5	0.49%	Reduced
458	ED Exane Derivatives Paris, France	$19.6M	+$18.4M	4	2.47%	Increased
459	BPB Badgley, Phelps & Bell Seattle, Washington	$19.5M	-$229K	2	2.03%	Reduced
460	GIP Granite Investment Partners El Segundo, California	$19.2M	+$1.91M	3	1.85%	Increased
461	NIMI Natixis Investment Managers International Paris, France	$19.1M	-$1.46M	10	2.58%	Reduced
462	Whittier Trust South Pasadena, California	$19M	+$234K	17	0.93%	Increased
463	MTC McDaniel Terry & Co Austin, Texas	$19M	+$169K	1	5.3%	Increased
464	Jupiter Investment Management London, United Kingdom	$19M	+$19.9M	3	0.54%	Increased
465	Carson Wealth (CWM LLC) Omaha, Nebraska	$19M	-$8.91M	5	1.91%	Reduced
466	River Road Asset Management Louisville, Kentucky	$18.9M	-$1.08M	1	0.29%	Reduced
467	DCM Dupont Capital Management Wilmington, Delaware	$18.9M	+$14.6M	2	0.48%	Increased
468	Burgundy Asset Management Toronto, Ontario, Canada	$18.9M	-$51.3M	1	0.21%	Reduced
469	SH SeaTown Holdings Singapore	$18.8M	-$931K	1	3.66%	Reduced
470	CPM Chesapeake Partners Management Baltimore, Maryland	$18.6M	+$1.37M	1	0.97%	Increased
471	CCM Compass Capital Management Minneapolis, Minnesota	$18.5M	+$191K	1	4.15%	Increased
472	William Blair Investment Management Chicago, Illinois	$18.5M	+$20.8M	4	0.04%	New
473	AIA AGF Investments America Toronto, Ontario, Canada	$18.4M	-$1.56M	3	11.68%	Reduced
474	South Dakota Investment Council Sioux Falls, South Dakota	$18.4M	-$1.31M	5	0.42%	Reduced
475	Fiduciary Trust Boston, Massachusetts	$18.2M	-$1.58M	5	0.82%	Reduced