← 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	North Star Asset Management Neenah, Wisconsin	$34.7M	-$310K	4	1.65%	Reduced
502	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$34.7M	-$2.19M	2	3.75%	Reduced
503	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$34.7M	-$27.8M	3	0.37%	Reduced
504	Cullen/Frost Bankers San Antonio, Texas	$34.6M	+$2.08M	16	0.5%	Increased
505	TCMG TSP Capital Management Group Summit, New Jersey	$34.4M	-$1.24M	4	10.78%	Reduced
506	CP CenterBook Partners Greenwich, Connecticut	$34.4M	+$7.9M	16	2.14%	Increased
507	CIPU Caledonia Investments plc (UK) London England, United Kingdom	$34.2M	$0	1	4.11%	Maintained
508	Andra AP-fonden Goteborg, Sweden	$34.1M	+$18.8M	5	0.57%	Increased
509	CU CDAM (UK) London, United Kingdom	$33.8M	+$750K	1	5.05%	Increased
510	MC MIG Capital Newport Beach, California	$33.5M	-$8.7M	1	4.47%	Reduced
511	NZS Capital Denver, Colorado	$33.4M	+$32M	1	1.37%	New
512	FCI Financial Counselors Inc Overland Park, Kansas	$33.3M	+$78.3K	7	0.54%	Increased
513	Peregrine Capital Management Minneapolis, Minnesota	$33.3M	+$1.34M	4	0.97%	Increased
514	Clifford Swan Investment Counsel Pasadena, California	$33.1M	-$723K	3	1.24%	Reduced
515	SJIC St. James Investment Company Southlake, Texas	$32.8M	-$1.89M	1	5.74%	Reduced
516	Wilmington Savings Fund Society Wilmington, Delaware	$32.7M	-$41.1K	8	1.25%	Reduced
517	Sanctuary Advisors Indianapolis, Indiana	$32.6M	+$33.4M	20	0.24%	New
518	FMI F/M Investments Washington, District of Columbia	$32.6M	+$32.9M	3	1.18%	New
519	Merewether Investment Management Dallas, Texas	$32.3M	+$5.08M	1	1.71%	Increased
520	RT Rockland Trust Hanover, Massachusetts	$32.3M	-$142K	3	1.7%	Reduced
521	DP Dearborn Partners Chicago, Illinois	$32.3M	-$544K	4	1.4%	Reduced
522	Exchange Traded Concepts Oklahoma City, Oklahoma	$32.2M	-$4.11M	22	0.81%	Reduced
523	NPF Norris Perne & French Grand Rapids, Michigan	$32M	-$95.7K	1	2.32%	Reduced
524	TimesSquare Capital Management New York	$31.9M	-$11.4M	1	0.5%	Reduced
525	Energy Income Partners Westport, Connecticut	$31.9M	+$1.33M	3	0.71%	Increased