← 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	Third Point New York	$220M	-$134M	1	2.96%	Reduced
177	Danske Bank Copenhagen K, Denmark	$219M	+$20.6M	21	0.66%	Increased
178	Mairs & Power Inc St Paul, Minnesota	$219M	-$2.73M	6	2.12%	Reduced
179	M&T Bank Buffalo, New York	$218M	-$7.04M	14	0.73%	Reduced
180	HighTower Advisors Chicago, Illinois	$217M	+$4.86M	35	0.3%	Increased
181	Assenagon Asset Management Senningerberg, Luxembourg	$217M	-$44.2M	22	0.35%	Reduced
182	Korea Investment Corp Seoul, South Korea	$211M	-$4.65M	10	0.5%	Reduced
183	Rathbones Group Liverpool, United Kingdom	$209M	+$19.4M	10	1.01%	Increased
184	Truist Financial Charlotte, North Carolina	$208M	+$5.11M	18	0.32%	Increased
185	TAM Thematics Asset Management Paris, France	$202M	-$17M	14	8.82%	Reduced
186	Rockefeller Capital Management New York	$202M	-$54.9M	12	0.52%	Reduced
187	ACM Anomaly Capital Management New York	$199M	-$59.5M	1	5.87%	Reduced
188	STRS Ohio Columbus, Ohio	$198M	-$6.8M	23	0.79%	Reduced
189	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$196M	-$2.08M	12	1.69%	Reduced
190	Raiffeisen Bank International Vienna, Austria	$192M	+$202M	14	2.91%	New
191	Baird Financial Group Milwaukee, Wisconsin	$191M	+$2.03M	20	0.36%	Increased
192	Lord, Abbett & Co Jersey City, New Jersey	$184M	-$67.8M	2	0.58%	Reduced
193	Commonwealth Equity Services Waltham, Massachusetts	$183M	-$2.47M	28	0.27%	Reduced
194	Panagora Asset Management Boston, Massachusetts	$181M	+$119M	10	0.84%	Increased
195	Susquehanna International Group Bala Cynwyd, Pennsylvania	$179M	+$80.2M	42	0.03%	Increased
196	Ceredex Value Advisors Orlando, Florida	$178M	+$72.5M	3	3.6%	Increased
197	Kovitz Investment Group Partners Chicago, Illinois	$175M	+$18.9M	14	0.86%	Increased
198	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$175M	+$15.6M	7	14.17%	Increased
199	State Farm Mutual Automobile Insurance Bloomington, Illinois	$175M	$0	1	0.16%	Maintained
200	Bowen Hanes & Co Ponte Vedra Beach, Florida	$174M	+$2.77M	6	4.67%	Increased