← 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	Holocene Advisors New York	$21.9M	+$4.54M	4	0.19%	Increased
502	LCS Levin Capital Strategies New York	$21.8M	-$434K	1	3%	Reduced
503	CIPU Caledonia Investments plc (UK) London England, United Kingdom	$21.8M	$0	1	4.92%	Maintained
504	Paradigm Capital Management Inc Albany, New York	$21.7M	+$582K	3	1.99%	Increased
505	NPF Norris Perne & French Grand Rapids, Michigan	$21.6M	-$242K	1	2.63%	Reduced
506	Colony Group Boston, Massachusetts	$21.6M	+$738K	6	0.63%	Increased
507	Cullen/Frost Bankers San Antonio, Texas	$21.6M	+$3.94M	15	0.57%	Increased
508	MCM Manchester Capital Management Manchester, Vermont	$21.5M	+$1.09M	27	2.95%	Increased
509	Clark Capital Management Group Philadelphia, Pennsylvania	$21.5M	+$17.4M	4	0.4%	Increased
510	Aristotle Atlantic Partners Sarasota, Florida	$21.4M	-$14.5M	3	2.05%	Reduced
511	B BP London, United Kingdom	$21.4M	-$204K	7	0.78%	Reduced
512	Meyer Handelman Company Rye Brook, New York	$21.2M	+$520K	3	1.13%	Increased
513	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$21.2M	+$1.15M	5	1.85%	Increased
514	WCMNY Westchester Capital Management (New York) Valhalla, New York	$21.2M	-$1.98M	1	0.93%	Reduced
515	MCM Maple Capital Management Montpelier, Vermont	$21.1M	+$2.74M	3	4.14%	Increased
516	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$21.1M	-$1.31M	17	0.39%	Reduced
517	DA Duality Advisers Miami, Florida	$21.1M	+$19.3M	6	1.92%	New
518	Whittier Trust South Pasadena, California	$21.1M	-$5.29M	23	0.59%	Reduced
519	Chartwell Investment Partners Berywn, Pennsylvania	$21M	-$815K	4	0.81%	Reduced
520	Creative Planning Overland Park, Kansas	$21M	+$291K	17	0.06%	Increased
521	TIP Torray Investment Partners Bethesda, Maryland	$21M	-$20.2K	3	3.95%	Reduced
522	CS Central Securities New York	$21M	-$717K	1	3.32%	Reduced
523	LHC Lodge Hill Capital New York	$21M	+$2.36M	1	6.52%	Increased
524	Orbis Allan Gray Hamilton, Bermuda	$20.9M	+$18.3M	1	0.16%	New
525	OCM Osterweis Capital Management San Francisco, California	$20.7M	-$950K	1	1.5%	Reduced