← 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
676	SIC SFE Investment Counsel Los Angeles, California	$8.82M	+$445K	3	3.84%	Increased
677	DL Delta Lloyd Amsterdam, Netherlands	$8.8M	-$10.6M	7	0.31%	Reduced
678	Fuller & Thaler Asset Management San Mateo, California	$8.8M	+$4.43M	3	0.48%	Increased
679	Chilton Capital Management Houston, Texas	$8.79M	+$447K	3	0.95%	Increased
680	Rockefeller Financial Services New York	$8.77M	+$80.5K	12	0.19%	Increased
681	CWA Constellation Wealth Advisors New York	$8.76M	+$273K	2	0.84%	Increased
682	F.L. Putnam Investment Management Lynnfield, Massachusetts	$8.76M	-$165K	1	1.06%	Reduced
683	Guardian Capital (Canada) Toronto, Ontario, Canada	$8.74M	-$357K	1	0.14%	Reduced
684	PFC Phocas Financial Corp Alameda, California	$8.74M	-$5.77M	2	0.8%	Reduced
685	IHL Investment House LLC Redondo Beach, California	$8.71M	+$60.3K	1	1.57%	Increased
686	VST Van Strum & Towne San Francisco, California	$8.71M	-$109K	2	5.81%	Reduced
687	B BP London, United Kingdom	$8.69M	-$2.55M	2	0.32%	Reduced
688	LIM Lathrop Investment Management Little Rock, Arkansas	$8.68M	+$289K	1	3.68%	Increased
689	FAM Fiduciary Asset Management St. Louis, Missouri	$8.64M	+$150K	1	1.97%	Increased
690	CC Curian Capital Denver, Colorado	$8.61M	+$319K	5	0.15%	Increased
691	LAM Lapides Asset Management Greenwich, Connecticut	$8.6M	$0	1	1.17%	Maintained
692	ACM Alistair Capital Management Dallas, Texas	$8.58M	+$8.69M	1	3.85%	New
693	CW Cobiz Wealth Denver, Colorado	$8.49M	-$199K	1	2.03%	Reduced
694	ACM American Capital Management New York	$8.48M	+$1.67M	1	1.05%	Increased
695	ADMI Albert D. Mason Inc Boston, Massachusetts	$8.44M	-$375K	3	1.66%	Reduced
696	LIM Loudon Investment Management West Lebanon, New Hampshire	$8.42M	+$7.81M	4	6.18%	New
697	Churchill Management Los Angeles, California	$8.39M	-$491K	2	0.32%	Reduced
698	Cullen/Frost Bankers San Antonio, Texas	$8.39M	-$234K	3	0.37%	Reduced
699	FWCM First Western Capital Management Los Angeles, California	$8.26M	+$8.1M	3	2.86%	New
700	RB Rodgers Brothers Harmony, Pennsylvania	$8.26M	-$50.3K	3	4.09%	Reduced