← 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	LPL Financial San Diego, California	$180M	+$6.87M	28	0.17%	Increased
152	William Blair & Company Chicago, Illinois	$180M	-$31.1K	16	0.83%	Reduced
153	Man Group London, United Kingdom	$179M	+$192M	18	0.83%	New
154	IC Inverness Counsel New York	$178M	+$308K	2	9.9%	Increased
155	Chevy Chase Trust Bethesda, Maryland	$178M	-$4.02M	10	0.76%	Reduced
156	Westfield Capital Management Boston, Massachusetts	$177M	-$2.36M	1	1.4%	Reduced
157	Soroban Capital Partners New York	$176M	+$2.08M	1	1.9%	Increased
158	1832 Asset Management Toronto, Ontario, Canada	$175M	+$33.7M	11	0.33%	Increased
159	ClearBridge Investments New York	$173M	-$136M	7	0.17%	Reduced
160	AEGON Asset Management (UK) Edinburgh, United Kingdom	$173M	-$18.9M	6	3.5%	Reduced
161	JP Morgan Private Wealth Advisors San Francisco, California	$171M	-$2.17M	18	0.45%	Reduced
162	Thrivent Financial for Lutherans Minneapolis, Minnesota	$169M	+$40.2M	22	0.46%	Increased
163	Lord, Abbett & Co Jersey City, New Jersey	$164M	+$41.8M	5	0.6%	Increased
164	Welch & Forbes Boston, Massachusetts	$160M	+$272K	8	3.12%	Increased
165	Two Sigma Investments New York	$156M	-$514K	20	0.53%	Reduced
166	STRS Ohio Columbus, Ohio	$155M	-$15.6M	24	0.74%	Reduced
167	Rockefeller Capital Management New York	$152M	+$26.3M	32	0.78%	Increased
168	Two Sigma Advisers New York	$151M	+$7.79M	19	0.44%	Increased
169	M&T Bank Buffalo, New York	$150M	-$2.54M	12	0.67%	Reduced
170	Nissay Asset Management Tokyo, Japan	$149M	-$20.4M	11	1.56%	Reduced
171	Artemis Investment Management Edinburgh, United Kingdom	$149M	+$10.7M	5	1.7%	Increased
172	Natixis Advisors Boston, Massachusetts	$148M	-$7.64M	15	0.63%	Reduced
173	Cubist Systematic Strategies Stamford, Connecticut	$147M	+$51.1M	30	0.83%	Increased
174	AC Alleghany Corporation New York	$143M	$0	1	6.45%	Maintained
175	CIP Champlain Investment Partners Burlington, Vermont	$139M	-$2.22M	1	0.95%	Reduced