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Sanitation

Sanitation covers wastewater collection, treatment, and sludge handling, together with the hygiene systems that follow it. Discharge rules and urban growth drive the demand rather than consumer choice.

8 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	Blackstone Inc New York	$115M	+$102M	1	0.47%	New
27	Janus Henderson Group London,	$113M	+$26.2M	1	0.07%	Increased
28	AllianceBernstein Nashville, Tennessee	$112M	-$2.06M	2	0.08%	Reduced
29	JP Morgan Chase New York	$111M	+$35.3M	3	0.02%	Increased
30	NSCM New South Capital Management Memphis, Tennessee	$99.6M	-$79.3K	1	2.31%	Reduced
31	Morgan Stanley New York	$97.9M	-$7.73M	3	0.03%	Reduced
32	Stockbridge Partners Boston, Massachusetts	$89.6M	$0	1	4.21%	Maintained
33	NIM NXG Investment Management Dallas, Texas	$86.9M	+$14.3M	1	2.63%	Increased
34	TD Asset Management Toronto, Ontario, Canada	$86.8M	+$3.36M	1	0.13%	Increased
35	Dimensional Fund Advisors Austin, Texas	$84.2M	+$3.25M	2	0.03%	Increased
36	Invesco Atlanta, Georgia	$77.6M	-$10.7M	3	0.03%	Reduced
37	Deutsche Bank Frankfurt Am Main Ge, Germany	$76.7M	-$12.7M	3	0.05%	Reduced
38	AEGON Asset Management (UK) Edinburgh, United Kingdom	$74.9M	+$10.1M	1	1.9%	Increased
39	Guggenheim Capital Chicago, Illinois	$74.2M	-$13.7M	3	0.18%	Reduced
40	Chilton Investment Company Stamford, Connecticut	$67M	+$374K	1	2.59%	Increased
41	PAR Capital Management Boston, Massachusetts	$65.3M	$0	1	0.73%	Maintained
42	Amundi Asset Management US Boston, Massachusetts	$64M	+$43.9M	2	0.1%	Increased
43	Charles Schwab San Francisco, California	$63.1M	+$2.44M	2	0.05%	Increased
44	Legal & General Group London, United Kingdom	$62.5M	+$856K	2	0.05%	Increased
45	William Blair Investment Management Chicago, Illinois	$57.7M	-$18.9M	1	0.22%	Reduced
46	UBS Group Zurich, Switzerland	$55.4M	+$21.2M	3	0.02%	Increased
47	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$53.9M	-$3.85M	1	0.87%	Reduced
48	Bank of Montreal Toronto, Ontario, Canada	$52.7M	-$3.65M	2	0.05%	Reduced
49	Eaton Vance Management Boston, Massachusetts	$52.7M	+$50.3M	1	0.13%	Increased
50	ACM Atlanta Capital Management Atlanta, Georgia	$51.8M	-$1.97M	1	0.27%	Reduced