← 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	BPM Bronson Point Management Fairfield, Connecticut	$21.9M	+$14.7M	1	6.15%	Increased
452	Martingale Asset Management Boston, Massachusetts	$21.8M	+$3.85M	7	0.48%	Increased
453	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$21.7M	-$29.1M	3	0.25%	Reduced
454	BPB Badgley, Phelps & Bell Seattle, Washington	$21.7M	-$83.3K	2	2.13%	Reduced
455	Mitsubishi UFJ Asset Management Tokyo, Japan	$21.3M	+$2.03M	8	0.61%	Increased
456	Burgundy Asset Management Toronto, Ontario, Canada	$21.2M	+$63.2K	1	0.23%	Increased
457	LCM Logan Capital Management Newtown Square, Pennsylvania	$21.1M	+$137K	3	1.68%	Increased
458	CCM Cobalt Capital Management Short Hills, New Jersey	$21.1M	+$456K	1	2.71%	Increased
459	SM Stratton Management King Of Prussia, Pennsylvania	$20.8M	-$4.13M	3	2.53%	Reduced
460	D.A. Davidson & Co Great Falls, Montana	$20.8M	+$2.44M	18	0.68%	Increased
461	RU RobecoSam USA New York	$20.7M	-$2.53M	12	26.65%	Reduced
462	PointState Capital New York	$20.5M	+$20.1M	1	0.52%	New
463	ACM American Capital Management New York	$20.5M	+$8.63M	2	1.82%	Increased
464	Nikko Asset Management Americas New York	$20.4M	-$1.44M	1	2.3%	Reduced
465	South Dakota Investment Council Sioux Falls, South Dakota	$20.4M	$0	5	0.45%	Maintained
466	United Capital Financial Advisors Irving, Texas	$20.3M	-$2.67M	9	0.23%	Reduced
467	MSA Mason Street Advisors Milwaukee, Wisconsin	$20M	+$49.2K	13	0.63%	Increased
468	Scout Investments Kansas City, Missouri	$19.9M	+$21.2M	1	0.5%	New
469	GH GAM Holding Zurich, Switzerland	$19.9M	-$650K	9	0.31%	Reduced
470	MUFG Americas New York	$19.8M	+$880K	11	0.71%	Increased
471	Balyasny Asset Management Chicago, Illinois	$19.8M	-$9.44M	3	0.14%	Reduced
472	Fiduciary Trust Boston, Massachusetts	$19.8M	+$89.2K	5	0.84%	Increased
473	Glenview Trust Louisville, Kentucky	$19.7M	+$19.4M	2	2.05%	New
474	River Road Asset Management Louisville, Kentucky	$19.7M	-$495K	1	0.34%	Reduced
475	Kennedy Capital Management St Louis, Missouri	$19.6M	+$1.37M	7	0.4%	Increased