← 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	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$15.3M	+$9.13M	7	0.61%	Increased
602	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$15.3M	-$416K	6	0.5%	Reduced
603	Zuckerman Investment Group Chicago, Illinois	$15.2M	+$3.48M	1	2.86%	Increased
604	North Growth Management Vancouver, British Columbia, Canada	$15.2M	$0	2	3.79%	Maintained
605	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$15.2M	+$546K	1	3.46%	Increased
606	Algert Global San Francisco, California	$15.1M	+$9.9M	5	0.92%	Increased
607	Quadrature Capital London, United Kingdom	$15.1M	+$12M	12	0.49%	Increased
608	HCM Hutchinson Capital Management San Rafael, California	$15M	+$145K	2	4.08%	Increased
609	Manchester Capital Management Manchester, Vermont	$15M	-$81.8K	28	2.61%	Reduced
610	CenterBook Partners Greenwich, Connecticut	$15M	+$4.33M	16	2.89%	Increased
611	Duality Advisers Miami, Florida	$14.9M	+$9.49M	8	1.63%	Increased
612	Destination Wealth Management Walnut Creek, California	$14.9M	+$985K	1	0.63%	Increased
613	Dudley & Shanley Palm Beach, Florida	$14.8M	$0	2	4.13%	Maintained
614	Vancity Investment Management Vancouver, British Columbia, Canada	$14.6M	-$1.16M	2	2.33%	Reduced
615	LIM Lathrop Investment Management Little Rock, Arkansas	$14.6M	-$622K	1	3.87%	Reduced
616	Jefferies Group New York	$14.6M	-$1.54M	8	0.12%	Reduced
617	Hotchkis & Wiley Capital Management Los Angeles, California	$14.6M	-$7.18M	3	0.06%	Reduced
618	Crawford Investment Counsel Atlanta, Georgia	$14.6M	+$196K	4	0.35%	Increased
619	Castleark Management Chicago, Illinois	$14.5M	-$5.16M	3	0.81%	Reduced
620	Desjardins Global Asset Management Montreal, Quebec, Canada	$14.5M	+$8.14M	6	1.83%	Increased
621	TCA Taconic Capital Advisors New York	$14.4M	$0	2	0.35%	Maintained
622	Stephens Inc Little Rock, Arkansas	$14.4M	+$732K	7	0.31%	Increased
623	DDD Partners Bellevue, Washington	$14.4M	+$83.9K	1	2.61%	Increased
624	PA Prism Advisors Studio City, California	$14.4M	-$179K	2	5.79%	Reduced
625	Carnegie Investment Counsel Pepper Pike, Ohio	$14.3M	+$242K	4	0.68%	Increased