← 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
201	Comerica Bank Dallas, Texas	$95.7M	+$3.89M	20	0.85%	Increased
202	HighTower Advisors Chicago, Illinois	$95.6M	+$1.69M	17	0.31%	Increased
203	Segall Bryant & Hamill Chicago, Illinois	$95.3M	-$10.6M	9	2.36%	Reduced
204	RCM Riverhead Capital Management Wilmington, Delaware	$94.2M	+$18.5M	13	1.33%	Increased
205	Aviva London, United Kingdom	$94M	-$162K	8	0.7%	Reduced
206	CB Chemical Bank Detroit, Michigan	$93.8M	+$6.31M	5	13.16%	Increased
207	Korea Investment Corp Seoul, South Korea	$93.6M	+$10.3M	5	0.68%	Increased
208	ProShare Advisors Bethesda, Maryland	$93M	+$18.2M	17	1.28%	Increased
209	State of Tennessee, Department of Treasury Nashville, Tennessee	$89.4M	+$12.9M	16	0.51%	Increased
210	Hermes Investment Management London Uk, United Kingdom	$89.2M	-$20.1M	2	1.87%	Reduced
211	MLICM Metropolitan Life Insurance Company (MetLife) New York	$88.3M	+$3.46M	25	0.68%	Increased
212	Brandes Investment Partners La Jolla, California	$87.3M	-$30.5M	1	1.25%	Reduced
213	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$83.9M	-$897K	2	3.38%	Reduced
214	Millennium Management New York	$83M	-$92.9M	20	0.21%	Reduced
215	LM Luminus Management Houston, Texas	$82.8M	+$22.1M	1	2.74%	Increased
216	Baillie Gifford & Co Edinburgh, United Kingdom	$82.4M	-$10.4M	4	0.14%	Reduced
217	OCM Osterweis Capital Management San Francisco, California	$82.2M	+$9.13M	2	4.78%	Increased
218	Aperio Group Sausalito, California	$81.5M	+$3.37M	20	0.7%	Increased
219	Kornitzer Capital Management Shawnee Mission, Kansas	$80.5M	+$1.86M	4	1.38%	Increased
220	FQ First Quadrant Glendale, California	$80.3M	-$3.6M	7	1.75%	Reduced
221	Citigroup New York	$80.2M	-$8.17M	36	0.09%	Reduced
222	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$79.9M	-$8.55M	5	0.3%	Reduced
223	Frontier Capital Management Boston, Massachusetts	$79.8M	+$7.26M	2	0.64%	Increased
224	CHAM Clear Harbor Asset Management Stamford, Connecticut	$79.4M	-$1.49M	8	17.46%	Reduced
225	Nordea Investment Management Stockholm, Sweden	$77.6M	+$5.28M	10	0.23%	Increased