← 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	PL Polianta Ltd St Helier, Jersey	$44.6M	$0	3	20.92%	Maintained
452	Vanguard Personalized Indexing Management Oakland, California	$44.5M	+$4.96M	20	0.72%	Increased
453	Oppenheimer Asset Management New York	$44.4M	-$6.03M	10	0.53%	Reduced
454	Kestra Advisory Services Austin, Texas	$44.3M	-$2.93M	24	0.24%	Reduced
455	Nippon Life Global Investors Americas New York	$44.3M	+$41.4M	2	1.9%	Increased
456	IEFM IQ EQ Fund Management Dublin 2, Ireland	$43.6M	-$1.03M	18	4.53%	Reduced
457	Border to Coast Pensions Partnership Leeds, United Kingdom	$43.6M	+$4.78M	3	0.89%	Increased
458	CPI Crestview Partners II New York	$43.4M	$0	1	5.92%	Maintained
459	Bradley Foster & Sargent Hartford, Connecticut	$43.3M	-$7.77M	8	0.72%	Reduced
460	Belpointe Asset Management Reno, Nevada	$43.3M	-$77.5K	9	2.6%	Reduced
461	Glenmede Trust Philadelphia, Pennsylvania	$42.8M	+$413K	20	0.2%	Increased
462	Empyrean Capital Partners Los Angeles, California	$42.3M	-$22.3M	1	1.78%	Reduced
463	VHMC Value Holdings Management Company Hampton Bays, New York	$42.2M	-$2.23M	1	7.38%	Reduced
464	Oregon Public Employees Retirement Fund Tigard, Oregon	$42.1M	+$920K	23	0.79%	Increased
465	Tidal Investments Milwaukee, Wisconsin	$41.8M	+$79K	22	0.44%	Increased
466	Whittier Trust South Pasadena, California	$41.6M	+$631K	25	0.56%	Increased
467	MTC McDaniel Terry & Co Austin, Texas	$41.5M	+$231K	1	3.48%	Increased
468	Oppenheimer & Co New York	$41.5M	-$932K	15	0.63%	Reduced
469	ArrowMark Colorado Holdings Denver, Colorado	$41.2M	-$1.75M	2	0.53%	Reduced
470	JSC J. Stern & Co London, United Kingdom	$41.1M	+$1.92M	1	4.38%	Increased
471	Fenimore Asset Management Cobleskill, New York	$41.1M	+$346K	2	0.83%	Increased
472	Kornitzer Capital Management Shawnee Mission, Kansas	$40.9M	+$94.8K	4	0.76%	Increased
473	Waverton Investment Management London, United Kingdom	$40.9M	+$768K	1	0.67%	Increased
474	CIBC World Markets New York	$40.7M	-$1.25M	10	0.29%	Reduced
475	Mirae Asset Global Investments Seoul, South Korea	$40.5M	+$8.5M	13	0.18%	Increased