← 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
626	NRS Neville Rodie & Shaw New York	$11.9M	-$204K	5	1.17%	Reduced
627	ARTA A.R.T. Advisors New York	$11.9M	-$619K	9	0.55%	Reduced
628	Norinchukin Bank Tokyo, Japan	$11.8M	+$2.35M	6	0.34%	Increased
629	Catalyst Capital Advisors Huntington, New York	$11.8M	+$12.4M	2	1.52%	New
630	Wilmington Savings Fund Society Wilmington, Delaware	$11.8M	+$210K	5	0.67%	Increased
631	Colony Group Boston, Massachusetts	$11.8M	+$1.06M	4	1.32%	Increased
632	DAM Delta Asset Management Memphis, Tennessee	$11.7M	+$89.3K	6	2.38%	Increased
633	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$11.7M	-$1.94M	7	0.04%	Reduced
634	ALA Atherton Lane Advisers Menlo Park, California	$11.7M	-$1.72M	2	0.66%	Reduced
635	IA Icon Advisers Greenwood Village, Colorado	$11.7M	-$1.34M	4	0.68%	Reduced
636	PDM Penn Davis McFarland Dallas, Texas	$11.6M	+$12.7M	1	2.52%	New
637	Markel Group Glen Allen, Virginia	$11.6M	+$1.46M	1	0.33%	Increased
638	Bradley Foster & Sargent Hartford, Connecticut	$11.5M	-$221K	4	0.55%	Reduced
639	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$11.4M	-$686K	3	0.59%	Reduced
640	Cambridge Investment Research Advisors Fairfield, Iowa	$11.4M	+$2.25M	12	0.34%	Increased
641	LSV Asset Management Chicago, Illinois	$11.4M	+$361K	4	0.02%	Increased
642	PRA Parametric Risk Advisors Westport, Connecticut	$11.3M	$0	1	0.76%	Maintained
643	AMI Amica Mutual Insurance Providence, Rhode Island	$11.3M	$0	4	0.9%	Maintained
644	OI Oakbrook Investments Lisle, Illinois	$11.3M	-$14.4M	5	0.61%	Reduced
645	SC Skylands Capital Milwaukee, Wisconsin	$11.3M	-$2.22M	4	1.14%	Reduced
646	IGM Incline Global Management New York	$11.2M	+$3.67M	1	3.36%	Increased
647	FCI Financial Counselors Inc Overland Park, Kansas	$11.2M	-$77K	4	0.79%	Reduced
648	RIL Rothschild Investment LLC Chicago, Illinois	$11.2M	-$125K	3	1.36%	Reduced
649	AAC Asset Advisors Corp Augusta, Georgia	$11.2M	+$159K	1	2.57%	Increased
650	ACM American Capital Management New York	$11.2M	+$1.64M	1	1.3%	Increased