← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
651
Summit Global Investments
Summit Global Investments
Utah
$14.3M -$3.14M 8 1.8% Reduced
652
Electron Capital Partners
Electron Capital Partners
New York
$14.3M +$1.48M 1 1.94% Increased
653
TPCM
Three Peaks Capital Management
Colorado
$14.2M +$6.37M 3 4.12% Increased
654
RIM
Rampart Investment Management
Connecticut
$14.1M +$1.61M 7 1.66% Increased
655
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$14.1M -$4.57M 5 0.61% Reduced
656
Första AP-fonden
Första AP-fonden
Sweden
$14M -$669K 8 0.63% Reduced
657
Tredje AP-fonden
Tredje AP-fonden
Sweden
$14M -$1.49M 6 0.67% Reduced
658
WEC
White Elm Capital
Connecticut
$13.9M $0 1 3.43% Maintained
659
FNC
First National Corp
Massachusetts
$13.9M -$451K 5 5.75% Reduced
660
RIM
Redpoint Investment Management
Australia
$13.9M -$5.26M 10 0.74% Reduced
661
Flossbach Von Storch
Flossbach Von Storch
Germany
$13.9M +$2.48M 1 0.12% Increased
662
Infrastructure Capital Advisors
Infrastructure Capital Advisors
New York
$13.9M +$257K 1 1.66% Increased
663
Zuckerman Investment Group
Zuckerman Investment Group
Illinois
$13.9M +$6.27M 1 3.07% Increased
664
Allstate Corporation
Allstate Corporation
Illinois
$13.9M -$6.18M 4 0.25% Reduced
665
World Asset Management
World Asset Management
Michigan
$13.9M -$1.53M 8 0.68% Reduced
666
HSG Holding
HSG Holding
Hong Kong
$13.9M +$17.7M 1 3.1% New
667
Crescent Grove Advisors
Crescent Grove Advisors
Illinois
$13.8M +$6.94M 1 2.61% Increased
668
IFM Investors
IFM Investors
Australia
$13.8M -$1.28M 6 0.78% Reduced
669
Parsons Capital Management
Parsons Capital Management
Rhode Island
$13.8M -$1.3M 7 1.5% Reduced
670
RCM
Riverhead Capital Management
Delaware
$13.7M +$1.07M 16 0.5% Increased
671
BCM
Brigade Capital Management
New York
$13.6M +$2.61M 1 0.68% Increased
672
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$13.6M -$10.1M 3 0.28% Reduced
673
Castleark Management
Castleark Management
Illinois
$13.5M +$4.43M 2 0.52% Increased
674
ECP
Elk Creek Partners
Colorado
$13.5M +$346K 1 1.01% Increased
675
HRT Financial
HRT Financial
New York
$13.3M +$11.3M 4 0.84% Increased