← 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
176	Mairs & Power Inc St Paul, Minnesota	$230M	-$38.8M	5	2.22%	Reduced
177	Sands Capital Management Arlington, Virginia	$229M	+$16.2M	1	0.67%	Increased
178	TAM Thematics Asset Management Paris, France	$225M	+$849K	14	9.18%	Increased
179	Beck Mack & Oliver New York	$223M	-$588K	4	4.61%	Reduced
180	Mariner Overland Park, Kansas	$222M	+$30.4M	32	0.43%	Increased
181	AEGON Asset Management (UK) Edinburgh, United Kingdom	$221M	-$92.5M	6	3.11%	Reduced
182	Winslow Capital Management Minneapolis, Minnesota	$217M	+$199M	1	0.78%	Increased
183	Focus Partners Wealth Boston, Massachusetts	$216M	+$140M	14	0.73%	Increased
184	Zurich Insurance Group Zurich, Switzerland	$214M	+$99.7M	4	1.85%	Increased
185	Boston Trust Walden Boston, Massachusetts	$211M	+$24.2M	8	1.57%	Increased
186	Truist Financial Charlotte, North Carolina	$208M	+$16M	22	0.32%	Increased
187	Bank Julius Baer & Co Zurich, Switzerland	$207M	-$29M	13	0.79%	Reduced
188	Danske Bank Copenhagen K, Denmark	$206M	-$217M	15	0.76%	Reduced
189	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$206M	-$2.03M	12	1.9%	Reduced
190	Rathbones Group Liverpool, United Kingdom	$204M	-$1.83M	10	1.11%	Reduced
191	Bessemer Group Woodbridge, New Jersey	$204M	+$60.6M	23	0.36%	Increased
192	HighTower Advisors Chicago, Illinois	$203M	+$18.9M	34	0.31%	Increased
193	Ceredex Value Advisors Orlando, Florida	$201M	-$4.21M	3	3.8%	Reduced
194	Schonfeld Strategic Advisors New York	$199M	+$48.7M	19	1.28%	Increased
195	Driehaus Capital Management Chicago, Illinois	$199M	-$45.4M	7	1.92%	Reduced
196	J. Safra Sarasin Holding	$198M	+$197M	7	3.62%	New
197	KeyBank National Association Cleveland, Ohio	$197M	-$372K	14	0.81%	Reduced
198	Korea Investment Corp Seoul, South Korea	$195M	-$4.92M	10	0.49%	Reduced
199	Commonwealth Equity Services Waltham, Massachusetts	$195M	+$4.66M	29	0.31%	Increased
200	Alyeska Investment Group Chicago, Illinois	$195M	+$70.8M	4	1.11%	Increased