← 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
601	LTI Laffer Tengler Investments Nashville, Tennessee	$12.5M	+$1.33M	2	1.85%	Increased
602	BB&T Securities Richmond, Virginia	$12.5M	+$662K	9	0.29%	Increased
603	CPP Crow Point Partners Boston, Massachusetts	$12.5M	+$457K	2	1.66%	Increased
604	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$12.5M	-$1.53M	2	8%	Reduced
605	HA Halsey Associates New Haven, Connecticut	$12.5M	+$1.05K	1	2.81%	Increased
606	ACM Aviance Capital Management Sarasota, Florida	$12.5M	+$1.76M	2	0.5%	Increased
607	F.L. Putnam Investment Management Lynnfield, Massachusetts	$12.5M	+$151K	1	1.47%	Increased
608	TI Trigran Investments Northbrook, Illinois	$12.4M	+$1.61M	1	4.58%	Increased
609	KCA KR Capital Advisors New York	$12.4M	+$2.44M	1	2.97%	Increased
610	BFO Boston Family Office Boston, Massachusetts	$12.4M	+$39.5K	3	1.59%	Increased
611	JGUA John G. Ullman & Associates Corning, New York	$12.4M	+$983K	6	2.38%	Increased
612	TIP Torray Investment Partners Bethesda, Maryland	$12.4M	$0	1	1.12%	Maintained
613	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$12.3M	+$4.45M	3	1.26%	Increased
614	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$12.3M	-$217K	4	1.03%	Reduced
615	MWR McAdams Wright Ragen Seattle, Washington	$12.2M	+$748K	4	0.68%	Increased
616	SAM Skyline Asset Management Chicago, Illinois	$12.2M	+$2.43M	1	0.96%	Increased
617	Cubist Systematic Strategies Stamford, Connecticut	$12.2M	+$3.56M	11	0.75%	Increased
618	BCM Bluefin Capital Management New York	$12.2M	+$11.4M	2	0.67%	Increased
619	CA CapWealth Advisors Franklin, Tennessee	$12.2M	+$84.8K	4	2.76%	Increased
620	SAM Securian Asset Management St Paul, Minnesota	$12.2M	-$484K	7	0.41%	Reduced
621	AWCI Alpine Woods Capital Investors Purchase, New York	$12.1M	-$7.34M	3	0.64%	Reduced
622	OPCM Osborne Partners Capital Management San Francisco, California	$12.1M	+$79.5K	1	1.56%	Increased
623	Virginia Retirement Systems Richmond, Virginia	$12.1M	-$2.56M	6	0.2%	Reduced
624	Guardian Capital (Canada) Toronto, Ontario, Canada	$11.9M	-$1.38M	1	0.18%	Reduced
625	TI Turner Investments Berwyn, Pennsylvania	$11.9M	-$5.71M	3	0.72%	Reduced