← 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
76	Swedbank Stockholm, Sweden	$513M	-$24.8M	10	0.96%	Reduced
77	ACM Atlanta Capital Management Atlanta, Georgia	$498M	+$52.7M	3	1.72%	Increased
78	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$498M	-$23.3M	33	0.63%	Reduced
79	Loomis, Sayles & Company Boston, Massachusetts	$497M	-$3.41M	5	0.6%	Reduced
80	DZ Bank Frankfurt Am Main, Germany	$488M	+$15M	12	0.77%	Increased
81	Eaton Vance Management Boston, Massachusetts	$484M	+$18.9M	25	0.65%	Increased
82	American Century Companies Kansas City, Missouri	$482M	+$73.7M	23	0.33%	Increased
83	Raymond James & Associates St Petersburg, Florida	$474M	+$77.1M	32	0.43%	Increased
84	PNC Financial Services Group Pittsburgh, Pennsylvania	$468M	-$33.4M	37	0.42%	Reduced
85	DF Dent & Co Baltimore, Maryland	$464M	-$39M	3	4.93%	Reduced
86	Robeco Institutional Asset Management Rotterdam, Netherlands	$455M	+$93.4M	10	1.01%	Increased
87	SI Standard Investments New York	$447M	-$8.78M	1	10.35%	Reduced
88	Gabelli Funds Rye, New York	$447M	-$15.8M	27	2.85%	Reduced
89	Flossbach Von Storch Cologne, Germany	$444M	-$13M	1	1.33%	Reduced
90	Robeco Schweiz Zurich, Switzerland	$437M	+$49M	9	6.09%	Increased
91	GAMCO Investors Greenwich, Connecticut	$430M	-$8.59M	17	3.64%	Reduced
92	Axa Paris, France	$429M	+$54.1M	16	1.21%	Increased
93	US Bancorp Minneapolis, Minnesota	$420M	+$4.88M	35	0.79%	Increased
94	Ninety One (UK) London, United Kingdom	$416M	+$3M	3	1.08%	Increased
95	Ruane, Cunniff & Goldfarb New York	$407M	-$115M	1	3.61%	Reduced
96	Mairs & Power Inc St Paul, Minnesota	$407M	+$22.2M	5	4.02%	Increased
97	CCM Cantillon Capital Management New York	$395M	-$5.06M	1	2.66%	Reduced
98	C WorldWide Group Copenhagen, Denmark	$392M	-$62.4M	2	4.04%	Reduced
99	Envestnet Asset Management Chicago, Illinois	$385M	+$20.7M	24	0.22%	Increased
100	D.E. Shaw & Co New York	$379M	-$78.3M	19	0.33%	Reduced