← 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
151	SCA Salient Capital Advisors Houston, Texas	$145M	+$11.2M	2	2.72%	Increased
152	Silvercrest Asset Management New York	$143M	+$11.8M	7	2.03%	Increased
153	HCM Holland Capital Management Chicago, Illinois	$141M	-$4.81M	2	3.2%	Reduced
154	NFA Nationwide Fund Advisors Columbus, Ohio	$140M	-$7.69M	28	0.56%	Reduced
155	First Manhattan New York	$139M	+$15.3M	22	0.8%	Increased
156	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$139M	+$33.9M	2	3.96%	Increased
157	Zurich Cantonal Bank Zurich, Switzerland	$139M	+$108M	18	1.92%	Increased
158	WAM Water Asset Management New York	$137M	-$16M	14	83.64%	Reduced
159	Schroder Investment Management Group London, United Kingdom	$136M	-$17.9M	11	0.27%	Reduced
160	Credit Agricole Montrouge Cedex, France	$135M	-$22M	16	0.6%	Reduced
161	AQR Capital Management Greenwich, Connecticut	$133M	-$43M	17	0.3%	Reduced
162	Public Employees Retirement Association of Colorado Denver, Colorado	$132M	-$1.55M	19	1.09%	Reduced
163	WCMNY Westchester Capital Management (New York) Valhalla, New York	$132M	+$38M	1	2.01%	Increased
164	William Blair & Company Chicago, Illinois	$132M	-$32.9M	10	0.2%	Reduced
165	Beck Mack & Oliver New York	$131M	-$20.2M	2	3.28%	Reduced
166	1WCM 12 West Capital Management New York	$128M	+$23M	1	14.23%	Increased
167	Manning & Napier Advisors Fairport, New York	$124M	+$2.16M	4	0.59%	Increased
168	W.H. Reaves & Co Jersey City, New Jersey	$122M	+$742K	2	4.19%	Increased
169	TCW Group Los Angeles, California	$121M	-$20.4M	6	0.58%	Reduced
170	BNP Paribas Asset Management Paris, France	$120M	-$893K	10	0.92%	Reduced
171	Riverbridge Partners Minneapolis, Minnesota	$119M	-$1.12M	2	2.14%	Reduced
172	QS Investors New York	$119M	+$2.64M	15	1.35%	Increased
173	AC Alleghany Corporation New York	$116M	+$44.2M	1	4.09%	Increased
174	OCM Osterweis Capital Management San Francisco, California	$114M	-$286K	2	3.66%	Reduced
175	Canada Life Winnipeg, Manitoba, Canada	$114M	+$14.2M	25	0.39%	Increased