← 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	SCM Suffolk Capital Management New York	$16.8M	-$15.9M	6	2.19%	Reduced
677	AACA American Assets Capital Advisers San Diego, California	$16.8M	+$2.12M	1	4.27%	Increased
678	HM Payson & Co Portland, Maine	$16.8M	+$379K	4	0.67%	Increased
679	WCM Windward Capital Management Los Angeles, California	$16.8M	+$1.29M	2	2.49%	Increased
680	SAM Strategy Asset Managers Pasadena, California	$16.7M	-$816K	1	3.27%	Reduced
681	BCM Blockhouse Capital Management New York	$16.7M	-$13.5M	2	3.17%	Reduced
682	SRC Shufro Rose & Co New York	$16.7M	-$229K	3	1.64%	Reduced
683	HL Financial Services Louisville, Kentucky	$16.6M	+$240K	6	0.32%	Increased
684	LIM Lathrop Investment Management Little Rock, Arkansas	$16.6M	-$341K	1	4.56%	Reduced
685	Weiss Multi-Strategy Advisers New York	$16.4M	+$8.66M	6	0.42%	Increased
686	CA CapWealth Advisors Franklin, Tennessee	$16.4M	+$123K	1	2.95%	Increased
687	South Dakota Investment Council Sioux Falls, South Dakota	$16.4M	-$6.1M	5	0.36%	Reduced
688	DSI Daiwa SB Investments Tokyo, Japan	$16.3M	+$1.64M	7	4.29%	Increased
689	Catalyst Capital Advisors Huntington, New York	$16.1M	-$91.3K	4	0.6%	Reduced
690	RCM Radnor Capital Management Wayne, Pennsylvania	$16.1M	+$11.7M	3	5.15%	Increased
691	CCM Cadence Capital Management Boston, Massachusetts	$16M	+$614K	7	1.02%	Increased
692	Ameritas Investment Partners Lincoln, Nebraska	$15.9M	+$242K	34	0.73%	Increased
693	Adams Diversified Equity Fund Baltimore, Maryland	$15.8M	-$277K	2	0.85%	Reduced
694	RCM Redwood Capital Management New York	$15.8M	-$984K	1	1.3%	Reduced
695	Credit Agricole Montrouge Cedex, France	$15.7M	-$413M	5	1.05%	Reduced
696	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$15.6M	-$118K	6	5.03%	Reduced
697	HCM Hodges Capital Management Dallas, Texas	$15.6M	-$2.05M	2	1.14%	Reduced
698	QAM QCI Asset Management Pittsford, New York	$15.6M	+$466K	6	1.6%	Increased
699	RBA Richard Bernstein Advisors New York	$15.6M	+$1.2M	3	0.68%	Increased
700	OCM Oakview Capital Management Dallas, Texas	$15.6M	+$1.35M	1	6.95%	Increased