← 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
576	FNC First National Corp Rockland, Massachusetts	$20.7M	+$8.84M	5	5.63%	Increased
577	NIM Northeast Investment Management Boston, Massachusetts	$20.7M	+$340K	1	1.26%	Increased
578	AAIM Asset Advisors Investment Management Augusta, Georgia	$20.4M	+$294K	1	2.65%	Increased
579	SCM Segantii Capital Management Hong Kong	$20.3M	+$17.8M	1	0.94%	New
580	AP Appleton Partners Boston, Massachusetts	$20.3M	+$321K	4	2%	Increased
581	ANI American National Insurance Galveston, Texas	$20.3M	$0	5	0.86%	Maintained
582	Carnegie Investment Counsel Pepper Pike, Ohio	$20.2M	+$2.65M	4	0.91%	Increased
583	Amalgamated Bank New York	$20.2M	+$227K	19	0.77%	Increased
584	BPB Badgley, Phelps & Bell Seattle, Washington	$20.2M	-$1.02M	1	0.87%	Reduced
585	Fuller & Thaler Asset Management San Mateo, California	$20.2M	-$990K	4	0.19%	Reduced
586	Sit Investment Associates Minneapolis, Minnesota	$20.1M	+$4.92M	4	0.54%	Increased
587	ZP Zimmer Partners New York	$20.1M	-$361M	1	0.3%	Reduced
588	RIM Redpoint Investment Management Sydney, NSW, Australia	$20.1M	-$895K	10	2.04%	Reduced
589	Picton Mahoney Asset Management Toronto, Ontario, Canada	$20M	-$6.89M	2	0.95%	Reduced
590	ICOM Investment Counselors of Maryland Baltimore, Maryland	$20M	+$953K	2	0.64%	Increased
591	MNBTD Moody National Bank Trust Division Galveston, Texas	$19.9M	+$100K	4	0.51%	Increased
592	LG LaFleur & Godfrey Grand Rapids, Michigan	$19.8M	+$438K	2	4.06%	Increased
593	DCM Dupont Capital Management Wilmington, Delaware	$19.4M	-$5.89M	14	0.41%	Reduced
594	Pacer Advisors Malvern, Pennsylvania	$19.4M	+$459K	9	0.36%	Increased
595	KCM Kanawha Capital Management Richmond, Virginia	$19.3M	+$230K	3	1.98%	Increased
596	DAM Delta Asset Management Memphis, Tennessee	$19.1M	-$289K	6	2.11%	Reduced
597	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$19M	-$91K	2	6.45%	Reduced
598	LM Lansing Management New York	$18.9M	+$239K	1	13.6%	Increased
599	Synovus Financial Columbus, Georgia	$18.9M	-$28.1K	6	0.22%	Reduced
600	Atria Investments Charlotte, North Carolina	$18.6M	+$6.34M	6	0.45%	Increased