← 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
501	ECM Estabrook Capital Management New York	$18.8M	-$2.08M	5	2.32%	Reduced
502	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$18.6M	-$118K	7	4.75%	Reduced
503	CC Chubb Corp Warren, New Jersey	$18.4M	$0	1	0.96%	Maintained
504	CAM Cortina Asset Management Milwaukee, Wisconsin	$18.3M	-$7.86M	2	0.81%	Reduced
505	PineBridge Investments New York	$18.3M	-$1.76M	9	0.72%	Reduced
506	MUFG Americas New York	$18.3M	+$114K	10	0.62%	Increased
507	SAM Skyline Asset Management Chicago, Illinois	$18.1M	$0	1	1.25%	Maintained
508	AIM Avity Investment Management Greenwich, Connecticut	$18M	+$4.15M	1	2.84%	Increased
509	AMG National Trust Bank Greenwood Village, Colorado	$17.9M	-$196K	4	1.64%	Reduced
510	AAM Ardevora Asset Management London, United Kingdom	$17.9M	+$312K	3	3.11%	Increased
511	LG LaFleur & Godfrey Grand Rapids, Michigan	$17.8M	-$1.73K	2	4.93%	Reduced
512	Stephens Investment Management Group Houston, Texas	$17.8M	-$3.54M	2	0.53%	Reduced
513	First National Bank of Omaha Omaha, Nebraska	$17.7M	$0	6	1.22%	Maintained
514	AL Airain Ltd St. Peter Port, Guernsey	$17.6M	-$4.21M	7	0.99%	Reduced
515	Chilton Investment Company Stamford, Connecticut	$17.6M	-$63.7M	1	0.64%	Reduced
516	CCM Corsair Capital Management New York	$17.5M	+$1.07M	1	1.6%	Increased
517	SIA SeaBridge Investment Advisors Summit, New Jersey	$17.5M	+$943K	4	3.57%	Increased
518	WDA Wendell David Associates Portsmouth, New Hampshire	$17.4M	+$134K	1	3.37%	Increased
519	NOCM Night Owl Capital Management Greenwich, Connecticut	$17.3M	+$64.7K	1	8.9%	Increased
520	Rothschild & Co Asset Management US Stamford, Connecticut	$17M	-$4.59M	1	0.31%	Reduced
521	Letko, Brosseau & Associates Montreal, Quebec, Canada	$17M	-$1.45K	1	0.16%	Reduced
522	VAM Visium Asset Management New York	$17M	+$3.83M	11	0.24%	Increased
523	OAMG Odey Asset Management Group London, United Kingdom	$16.9M	-$3.03M	1	1%	Reduced
524	ICOM Investment Counselors of Maryland Baltimore, Maryland	$16.8M	+$16.6M	3	0.78%	Increased
525	FFA First Foundation Advisors Irvine, California	$16.8M	+$2.09M	3	1.33%	Increased