← 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
726	Fuller & Thaler Asset Management San Mateo, California	$8.27M	-$453K	3	0.4%	Reduced
727	UMB Bank Kansas City, Missouri	$8.27M	+$113K	3	0.46%	Increased
728	FLII First Long Island Investors Jericho, New York	$8.23M	+$1.41M	1	2.03%	Increased
729	LG Leuthold Group Minneapolis, Minnesota	$8.23M	+$7.54M	2	0.73%	Increased
730	CT Cambridge Trust Cambridge, Massachusetts	$8.18M	-$5.82M	3	0.75%	Reduced
731	FSA Franklin Street Advisors Chapel Hill, North Carolina	$8.09M	+$348K	2	1.62%	Increased
732	BP Banyan Partners Palm Beach Gardens, Florida	$7.93M	-$1.32M	2	0.68%	Reduced
733	LMR Partners London, United Kingdom	$7.89M	+$7.58M	1	1.11%	New
734	First Allied Advisory Services San Diego, California	$7.82M	+$361K	5	0.59%	Increased
735	LOGI Long Oar Global Investors New York	$7.82M	+$2.75M	1	7.44%	Increased
736	V ValueWorks New York	$7.75M	+$44.3K	1	4.56%	Increased
737	BPM Bowling Portfolio Management Cincinnati, Ohio	$7.74M	-$88.9K	2	1.85%	Reduced
738	HM Payson & Co Portland, Maine	$7.65M	-$251K	3	0.4%	Reduced
739	Hennessy Advisors Inc Novato, California	$7.64M	+$3.71M	2	0.28%	Increased
740	BOK Bank of Kentucky Crestview Hills,, Kentucky	$7.63M	+$905K	4	1.74%	Increased
741	SFP Santa Fe Partners Santa Fe, New Mexico	$7.63M	+$573K	3	1.08%	Increased
742	PWM Patriot Wealth Management Houston, Texas	$7.61M	+$97.9K	2	2.03%	Increased
743	WCM Windward Capital Management Los Angeles, California	$7.58M	-$95.5K	2	2.76%	Reduced
744	Sentry Investments Toronto, Ontario, Canada	$7.58M	-$3.24M	1	0.11%	Reduced
745	SIM Sentry Investment Management Stevens Point, Wisconsin	$7.57M	+$62.9K	6	0.4%	Increased
746	ACP Ashfield Capital Partners San Francisco, California	$7.56M	-$41.3K	4	0.36%	Reduced
747	Markel Group Glen Allen, Virginia	$7.56M	+$1.42M	1	0.23%	Increased
748	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$7.54M	+$997K	2	0.4%	Increased
749	GC Gratry & Company Beachwood, Ohio	$7.47M	+$7.32M	1	2.69%	New
750	Quantbot Technologies New York	$7.46M	+$4.65M	9	1.76%	Increased