← 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
476	PCP P2 Capital Partners New York	$19.5M	+$7.86M	1	3.29%	Increased
477	MTC McDaniel Terry & Co Austin, Texas	$19.4M	-$400K	1	5.07%	Reduced
478	Ladenburg Thalmann Financial Services Miami, Florida	$19.3M	+$2.87M	34	0.36%	Increased
479	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$19.2M	$0	1	10.4%	Maintained
480	Compass Capital Management Minneapolis, Minnesota	$19M	-$263K	1	4.03%	Reduced
481	FCI Financial Counselors Inc Overland Park, Kansas	$19M	+$458K	4	1.22%	Increased
482	UMB Bank Kansas City, Missouri	$19M	+$2.42M	3	0.83%	Increased
483	AMG National Trust Bank Greenwood Village, Colorado	$18.9M	+$723K	4	1.72%	Increased
484	Carson Wealth (CWM LLC) Omaha, Nebraska	$18.8M	-$1.96M	3	1.84%	Reduced
485	I.G. Investment Management Winnipeg, Manitoba, Canada	$18.8M	-$6.69M	5	0.08%	Reduced
486	WBG Wharton Business Group Malvern, Pennsylvania	$18.7M	-$1.23M	1	1.85%	Reduced
487	DSI Daiwa SB Investments Tokyo, Japan	$18.7M	+$6.22M	4	4.37%	Increased
488	DCM Dulcet Capital Management New York	$18.3M	+$18.8M	1	9.53%	New
489	Markel Group Glen Allen, Virginia	$18.2M	+$1.23M	1	0.49%	Increased
490	AIA AGF Investments America Toronto, Ontario, Canada	$18.1M	-$2.32M	3	13.22%	Reduced
491	PineBridge Investments New York	$18.1M	+$112K	11	0.78%	Increased
492	SAM Skyline Asset Management Chicago, Illinois	$18.1M	+$810K	1	1.37%	Increased
493	Williams Jones & Associates New York	$17.8M	+$1.58M	4	0.81%	Increased
494	WDA Wendell David Associates Portsmouth, New Hampshire	$17.7M	+$121K	1	3.5%	Increased
495	LaFleur & Godfrey Grand Rapids, Michigan	$17.7M	-$544K	2	5.25%	Reduced
496	BOK Financial Tulsa, Oklahoma	$17.5M	-$572K	9	0.63%	Reduced
497	Nomura Holdings Tokyo, Japan	$17.5M	-$606M	5	0.05%	Reduced
498	Oak Ridge Investments Chicago, Illinois	$17.4M	+$97.9K	1	0.42%	Increased
499	CCM Cornerstone Capital Management Edina, Minnesota	$17.4M	-$35.5M	1	0.71%	Reduced
500	LHC Lodge Hill Capital New York	$17.3M	-$14.4M	1	3.67%	Reduced