← 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
526	AAM Aureus Asset Management Boston, Massachusetts	$16.6M	+$240K	2	4.26%	Increased
527	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$16.6M	-$1.13M	6	3.81%	Reduced
528	MCM McKinley Capital Management Anchorage, Alaska	$16.5M	-$2.52M	4	0.7%	Reduced
529	Fort Washington Investment Advisors Cincinnati, Ohio	$16.5M	-$1.62M	7	0.36%	Reduced
530	SRC Shufro Rose & Co New York	$16.4M	-$1.04M	3	1.71%	Reduced
531	GAI General American Investors New York	$16.3M	-$1.95M	1	1.37%	Reduced
532	HA Halsey Associates New Haven, Connecticut	$16.3M	-$389K	1	3.7%	Reduced
533	NPF Norris Perne & French Grand Rapids, Michigan	$16.3M	-$15.2K	3	3.2%	Reduced
534	Waverton Investment Management London, United Kingdom	$16.3M	+$14.6K	5	0.78%	Increased
535	NAP New Amsterdam Partners New York	$16.3M	+$352K	1	1.12%	Increased
536	Fiduciary Trust Boston, Massachusetts	$16.2M	+$740K	5	0.71%	Increased
537	MAM Mastrapasqua Asset Management Nashville, Tennessee	$16.1M	+$4.3M	4	3.79%	Increased
538	HA Heartland Advisors Milwaukee, Wisconsin	$16M	$0	1	0.28%	Maintained
539	Ameritas Investment Partners Lincoln, Nebraska	$15.9M	+$734K	8	1.26%	Increased
540	YIA YHB Investment Advisors West Hartford, Connecticut	$15.9M	-$77K	4	4.03%	Reduced
541	Eastern Bank Boston, Massachusetts	$15.7M	-$2.42M	2	1.32%	Reduced
542	WDA Wendell David Associates Portsmouth, New Hampshire	$15.7M	-$68.1K	1	3.41%	Reduced
543	BIM BRC Investment Management Greenwood Village, Colorado	$15.5M	-$240K	2	2.44%	Reduced
544	FMA Fiduciary Management Associates Chicago, Illinois	$15.5M	+$15.2M	1	1.03%	New
545	DSI Daiwa SB Investments Tokyo, Japan	$15.5M	-$2.67M	2	1.85%	Reduced
546	NRS Neville Rodie & Shaw New York	$15.5M	-$329K	4	1.68%	Reduced
547	QIM Quest Investment Management Lake Oswego, Oregon	$15.4M	-$1.31M	2	1.45%	Reduced
548	Tocqueville Asset Management New York	$15.4M	+$389K	10	0.2%	Increased
549	Churchill Management Los Angeles, California	$15.3M	+$6.05M	2	0.6%	Increased
550	LSV Asset Management Chicago, Illinois	$15.2M	-$1.3M	4	0.04%	Reduced