← 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	Rockefeller Capital Management New York	$149M	+$7.85M	29	0.78%	Increased
202	Comgest Global Investors Paris, France	$148M	+$5.35M	1	1.93%	Increased
203	Duff & Phelps Investment Management Chicago, Illinois	$147M	-$31.3M	3	1.92%	Reduced
204	Jupiter Asset Management London, United Kingdom	$146M	+$5.14M	9	1.65%	Increased
205	Silvercrest Asset Management New York	$146M	-$2.31M	10	0.98%	Reduced
206	Public Employees Retirement Association of Colorado Denver, Colorado	$146M	-$3M	23	0.64%	Reduced
207	Nomura Asset Management Tokyo, Japan	$145M	+$29.4M	9	0.82%	Increased
208	VanEck Associates New York	$143M	+$5.4M	19	0.36%	Increased
209	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$141M	-$876K	5	8.67%	Reduced
210	Royal London Asset Management United Kingdom	$141M	+$23.4M	8	0.57%	Increased
211	Natixis Advisors Boston, Massachusetts	$139M	+$5.06M	13	0.57%	Increased
212	Susquehanna International Group Bala Cynwyd, Pennsylvania	$139M	+$33.4M	35	0.02%	Increased
213	HighTower Advisors Chicago, Illinois	$138M	+$27.3M	21	0.37%	Increased
214	NN Investment Partners Holdings The Hague, Netherlands	$138M	-$33.2M	7	0.76%	Reduced
215	AC Alleghany Corporation New York	$138M	$0	1	4.25%	Maintained
216	W.H. Reaves & Co Jersey City, New Jersey	$137M	+$2.3M	1	4.38%	Increased
217	Commonwealth Equity Services Waltham, Massachusetts	$135M	+$5.77M	26	0.34%	Increased
218	Man Group London, United Kingdom	$134M	-$739K	18	0.47%	Reduced
219	Artemis Investment Management Edinburgh, United Kingdom	$133M	+$32.6M	4	1.05%	Increased
220	BAM Barrett Asset Management New York	$133M	-$1.5M	10	6.1%	Reduced
221	BAMCO Inc New York	$131M	-$227K	2	0.3%	Reduced
222	Korea Investment Corp Seoul, South Korea	$130M	-$14.3M	8	0.39%	Reduced
223	Schroder Investment Management Group London, United Kingdom	$129M	-$104M	12	0.2%	Reduced
224	AIG American International Group New York	$129M	-$6.2M	33	0.69%	Reduced
225	MVIP Mar Vista Investment Partners Los Angeles, California	$128M	-$5.85M	2	3.31%	Reduced