← 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	Fort Washington Investment Advisors Cincinnati, Ohio	$121M	+$2.39M	7	1.35%	Increased
202	AGF Investments Inc Toronto, Ontario, Canada	$121M	-$4.35M	8	1.47%	Reduced
203	PGGM Investments Zeist, Netherlands	$119M	-$4.91M	4	0.6%	Reduced
204	Brookfield Corp Toronto, Ontario, Canada	$118M	+$109M	2	0.51%	Increased
205	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$117M	+$2.86M	5	10.6%	Increased
206	Natixis Advisors Boston, Massachusetts	$117M	-$37.6M	10	0.96%	Reduced
207	SAM Scopus Asset Management New York	$115M	+$11.4M	4	3.3%	Increased
208	AIG American International Group New York	$115M	-$17.4M	35	0.45%	Reduced
209	SCM Suvretta Capital Management New York	$113M	+$104M	1	2.39%	New
210	Scout Investments Kansas City, Missouri	$111M	+$23.6M	3	2.14%	Increased
211	EARNEST Partners Atlanta, Georgia	$110M	-$71.5M	12	1%	Reduced
212	Glenmede Trust Philadelphia, Pennsylvania	$110M	-$32.3M	24	0.48%	Reduced
213	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$109M	+$4.75M	4	2.99%	Increased
214	Personal Capital Advisors Redwood City, California	$108M	+$407K	6	1.09%	Increased
215	BAMCO Inc New York	$107M	-$10.6K	1	0.43%	Reduced
216	Public Employees Retirement Association of Colorado Denver, Colorado	$107M	-$7.15M	18	0.65%	Reduced
217	Madison Investment Holdings Madison, Wisconsin	$104M	-$15M	2	1.84%	Reduced
218	Retirement Systems of Alabama Montgomery, Alabama	$103M	-$53.4M	8	0.48%	Reduced
219	NI Nuance Investments Kansas City, Missouri	$102M	+$11.3M	3	4.32%	Increased
220	Trillium Asset Management Boston, Massachusetts	$101M	+$2.38M	5	4.89%	Increased
221	Comerica Bank Dallas, Texas	$99.9M	-$14.1M	20	0.8%	Reduced
222	Kovitz Investment Group Partners Chicago, Illinois	$99.2M	-$3.01M	4	3.13%	Reduced
223	Aristotle Capital Management Los Angeles, California	$98.5M	-$15.1M	3	0.55%	Reduced
224	HighTower Advisors Chicago, Illinois	$97.7M	-$16.2M	20	0.58%	Reduced
225	William Blair Investment Management Chicago, Illinois	$96.7M	+$9.29M	3	0.41%	Increased