← 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	Empyrean Capital Partners Los Angeles, California	$137M	$0	1	3.92%	Maintained
202	Comerica Bank Dallas, Texas	$135M	-$5.27M	23	0.8%	Reduced
203	Sands Capital Management Arlington, Virginia	$135M	+$33.6M	1	0.26%	Increased
204	Susquehanna International Group Bala Cynwyd, Pennsylvania	$135M	-$211M	31	0.02%	Reduced
205	AIG American International Group New York	$134M	-$9.12M	35	0.47%	Reduced
206	Martingale Asset Management Boston, Massachusetts	$133M	+$19.8M	14	1.52%	Increased
207	Public Employees Retirement Association of Colorado Denver, Colorado	$131M	-$1.13M	21	0.61%	Reduced
208	LPL Financial San Diego, California	$130M	+$9.41M	25	0.15%	Increased
209	Rockefeller Capital Management New York	$130M	-$2.02M	27	0.88%	Reduced
210	SEI Investments Oaks, Pennsylvania	$129M	-$20.5M	22	0.33%	Reduced
211	Silvercrest Asset Management New York	$128M	-$18.9M	10	0.86%	Reduced
212	BAM Barrett Asset Management New York	$128M	+$3.06M	10	6.35%	Increased
213	Copeland Capital Management Conshohocken, Pennsylvania	$128M	+$2.04M	6	3.98%	Increased
214	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$126M	-$1.43M	5	8.41%	Reduced
215	Laurion Capital Management New York	$126M	+$51.5M	2	0.68%	Increased
216	AC Alleghany Corporation New York	$125M	+$508K	1	3.99%	Increased
217	NN Investment Partners Holdings The Hague, Netherlands	$124M	+$31M	7	0.73%	Increased
218	W.H. Reaves & Co Jersey City, New Jersey	$119M	+$16.1M	1	4.15%	Increased
219	Natixis Advisors Boston, Massachusetts	$119M	+$7.02M	12	0.62%	Increased
220	William Blair Investment Management Chicago, Illinois	$119M	-$8.93M	5	0.39%	Reduced
221	BAMCO Inc New York	$119M	-$5.64M	2	0.29%	Reduced
222	Voloridge Investment Management Jupiter, Florida	$118M	+$100M	11	0.86%	Increased
223	EULAV Asset Management Sarasota, Florida	$117M	-$6.98M	4	3.14%	Reduced
224	ESCM Echo Street Capital Management New York	$117M	+$26.8M	4	1.04%	Increased
225	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$116M	-$30.5M	10	0.2%	Reduced