← 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	Farmers & Merchants Investments Inc Lincoln, Nebraska	$16.9M	-$628K	11	0.87%	Reduced
627	New Mexico Educational Retirement Board Santa Fe, New Mexico	$16.9M	-$672K	9	0.71%	Reduced
628	LIM Lathrop Investment Management Little Rock, Arkansas	$16.9M	-$1.43M	1	4.16%	Reduced
629	Klingenstein Fields & Co New York	$16.8M	+$447K	1	0.76%	Increased
630	Ameritas Investment Partners Lincoln, Nebraska	$16.8M	-$3.1M	35	0.77%	Reduced
631	PFS Investments Duluth, Georgia	$16.8M	+$1.47M	4	0.47%	Increased
632	PP Patten & Patten Chattanooga, Tennessee	$16.7M	+$254K	4	1.45%	Increased
633	CU CQS (US) New York	$16.6M	+$15.6M	2	1.01%	New
634	Energy Income Partners Westport, Connecticut	$16.5M	-$1.2M	1	0.47%	Reduced
635	RFA Reilly Financial Advisors La Mesa, California	$16.5M	+$172K	13	1.55%	Increased
636	Jensen Investment Management Lake Oswego, Oregon	$16.4M	-$5.43K	1	0.14%	Reduced
637	FPFS First Personal Financial Services Charlotte, North Carolina	$16.4M	+$193K	7	4.69%	Increased
638	SAM Security Asset Management New York	$16.4M	+$2.15M	3	6.85%	Increased
639	BMM Buffington Mohr McNeal Boise, Idaho	$16.4M	+$278K	3	3.81%	Increased
640	AIC AWM Investment Company New York	$16.3M	$0	1	2.08%	Maintained
641	NPPM North Point Portfolio Managers Orange Village, Ohio	$16.3M	+$6.98K	3	2.45%	Increased
642	ORI Oak Ridge Investments Chicago, Illinois	$16.2M	-$5.33M	2	1.43%	Reduced
643	TPCM Three Peaks Capital Management Castle Rock, Colorado	$16.2M	-$1.1M	7	5.18%	Reduced
644	ZCM Ziegler Capital Management Chicago, Illinois	$16.1M	-$938K	5	0.53%	Reduced
645	Park National Corp Newark, Ohio	$15.9M	-$1.39M	5	0.75%	Reduced
646	PA Prism Advisors Studio City, California	$15.9M	-$268K	2	6.03%	Reduced
647	Voloridge Investment Management Jupiter, Florida	$15.8M	-$1.27M	7	0.13%	Reduced
648	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$15.8M	-$213K	3	1.18%	Reduced
649	DA Duality Advisers Miami, Florida	$15.8M	-$3.16M	9	1.18%	Reduced
650	KA Kintegral Advisory New York	$15.8M	$0	4	2.14%	Maintained