← 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	ACM American Capital Management New York	$25.5M	+$72.3K	2	1.97%	Increased
452	ANRF Adams Natural Resources Fund Baltimore, Maryland	$25.5M	-$198K	1	3.79%	Reduced
453	PPCP Pivot Point Capital Partners San Francisco, California	$25.4M	-$14.8M	1	15.31%	Reduced
454	Norinchukin Bank Tokyo, Japan	$25.3M	+$188K	7	0.59%	Increased
455	TA Teton Advisors Rye, New York	$25.3M	-$6.84M	12	2.54%	Reduced
456	Colony Group Boston, Massachusetts	$25.3M	+$479K	3	2.71%	Increased
457	River Road Asset Management Louisville, Kentucky	$25.1M	-$932K	1	0.48%	Reduced
458	PP Paloma Partners Greenwich, Connecticut	$25.1M	+$12M	14	0.25%	Increased
459	Copeland Capital Management Conshohocken, Pennsylvania	$25.1M	-$5.6M	2	1.63%	Reduced
460	CC Capital Counsel New York	$25M	+$3.45M	1	2.58%	Increased
461	Miller Howard Investments Kingston, New York	$24.4M	-$711K	4	0.47%	Reduced
462	OCM Osterweis Capital Management San Francisco, California	$24.3M	-$32.1M	2	1.75%	Reduced
463	Winton Group London, United Kingdom	$24.2M	-$39.6M	5	0.8%	Reduced
464	WC Walthausen & Co Malta, New York	$24.2M	-$11M	3	2.24%	Reduced
465	GVI Green Valley Investors Wilmington, Delaware	$24.1M	-$1.72M	1	1.26%	Reduced
466	CRCP Copper Rock Capital Partners Boston, Massachusetts	$24M	-$171K	1	1.54%	Reduced
467	HCM Hutchinson Capital Management San Rafael, California	$24M	-$957K	2	6.61%	Reduced
468	CC Cipher Capital New York	$23.7M	-$385K	7	1.59%	Reduced
469	SW SVB Wealth Boston, Massachusetts	$23.7M	-$1.55M	5	0.98%	Reduced
470	Intermede Investment Partners London, United Kingdom	$23.5M	-$617K	1	2.76%	Reduced
471	RIM Rainier Investment Management Seattle, Washington	$23.2M	-$4.94M	2	2.26%	Reduced
472	Quadrature Capital London, United Kingdom	$23.2M	+$20M	4	0.74%	Increased
473	Mackenzie Financial Toronto Ontario, Ontario, Canada	$23.1M	+$1.5M	3	0.14%	Increased
474	AIM Avity Investment Management Greenwich, Connecticut	$23.1M	+$532K	2	3.48%	Increased
475	Xact Kapitalforvaltning Stockholm, Sweden	$23.1M	+$1.23M	6	0.81%	Increased