← 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
701	Carnegie Investment Counsel Pepper Pike, Ohio	$8.51M	-$127K	2	1.49%	Reduced
702	HCM Hutchinson Capital Management San Rafael, California	$8.51M	+$9.25M	1	2.61%	New
703	AACA American Assets Capital Advisers San Diego, California	$8.5M	+$1.98M	1	6.18%	Increased
704	DnB Asset Management Oslo, Norway	$8.49M	+$30.1K	3	0.19%	Increased
705	NPIC Neumeier Poma Investment Counsel Carmel, California	$8.45M	-$428K	1	1.8%	Reduced
706	QI Qualcomm Inc San Diego, California	$8.42M	+$6.85M	1	0.95%	Increased
707	Jones Financial Companies Des Peres, Missouri	$8.41M	-$270K	3	0.05%	Reduced
708	NRS Neville Rodie & Shaw New York	$8.39M	-$343K	4	0.92%	Reduced
709	Profund Advisors Bethesda, Maryland	$8.39M	-$1.3M	10	0.35%	Reduced
710	WIC Wilkins Investment Counsel Boston, Massachusetts	$8.38M	-$66.6K	1	3.06%	Reduced
711	DP Dearborn Partners Chicago, Illinois	$8.36M	-$2.69M	3	0.81%	Reduced
712	VCM Vigilant Capital Management Portland, Maine	$8.34M	+$27.3K	3	1.51%	Increased
713	BIC Bridges Investment Counsel Omaha, Nebraska	$8.29M	-$35.8K	4	1.95%	Reduced
714	LIM Loudon Investment Management West Lebanon, New Hampshire	$8.25M	-$377K	4	6.25%	Reduced
715	Advisors Capital Management Ridgewood, New Jersey	$8.22M	+$567K	1	0.89%	Increased
716	HA Heartland Advisors Milwaukee, Wisconsin	$8.15M	$0	1	0.23%	Maintained
717	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$8.15M	+$220K	4	1.03%	Increased
718	CC Curian Capital Denver, Colorado	$8.13M	+$627K	3	0.14%	Increased
719	RBA Richard Bernstein Advisors New York	$8.04M	-$1.67M	3	0.97%	Reduced
720	Artemis Investment Management Edinburgh, United Kingdom	$8.04M	+$4.93M	1	0.26%	Increased
721	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$8.03M	-$218K	4	0.3%	Reduced
722	Virtu KCG Holdings New York	$8.02M	+$1.77M	15	0.14%	Increased
723	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$7.93M	+$6.31M	2	0.78%	Increased
724	TCM Twin Capital Management Mcmurray, Pennsylvania	$7.89M	+$3.45M	2	0.71%	Increased
725	Tudor Investment Corp Stamford, Connecticut	$7.85M	+$2.22M	9	0.23%	Increased