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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	Goldman Sachs New York	$117M	-$30M	3	0.04%	Reduced
27	Dimensional Fund Advisors Austin, Texas	$116M	+$3.23M	2	0.05%	Increased
28	Gabelli Funds Rye, New York	$113M	-$6.31M	1	0.71%	Reduced
29	JP Morgan Chase New York	$105M	+$6.02M	3	0.02%	Increased
30	Victory Capital Management San Antonio, Texas	$103M	+$174K	1	0.23%	Increased
31	Bank of Montreal Toronto, Ontario, Canada	$103M	+$10.9M	2	0.09%	Increased
32	Legal & General Group London, United Kingdom	$101M	+$15.8M	2	0.06%	Increased
33	Stockbridge Partners Boston, Massachusetts	$96.8M	$0	1	3.56%	Maintained
34	Charles Schwab San Francisco, California	$95.5M	+$5.73M	2	0.06%	Increased
35	TCW Group Los Angeles, California	$92.1M	+$4.49M	1	0.88%	Increased
36	Congress Asset Management Boston, Massachusetts	$87.8M	+$4.88M	1	1.15%	Increased
37	TD Asset Management Toronto, Ontario, Canada	$84.1M	-$13M	1	0.13%	Reduced
38	Wells Fargo San Francisco, California	$83.2M	+$20.2M	3	0.02%	Increased
39	Deutsche Bank Frankfurt Am Main Ge, Germany	$82.3M	-$1.74M	3	0.05%	Reduced
40	Baird Financial Group Milwaukee, Wisconsin	$75M	+$12.3M	1	0.44%	Increased
41	AR Advisory Research Chicago, Illinois	$70.6M	+$74.6K	1	1.36%	Increased
42	ACM Atlanta Capital Management Atlanta, Georgia	$68.8M	+$1.01M	1	0.33%	Increased
43	Chilton Investment Company Stamford, Connecticut	$66.8M	-$3.51M	1	2.34%	Reduced
44	UBS AM Chicago, Illinois	$65.8M	+$1.69M	2	0.05%	Increased
45	NSCM New South Capital Management Memphis, Tennessee	$63.5M	-$1.9M	1	1.84%	Reduced
46	SCA Salient Capital Advisors Houston, Texas	$62.5M	+$10.5M	1	1.46%	Increased
47	UBS Group Zurich, Switzerland	$61.2M	-$6.09M	3	0.03%	Reduced
48	Morgan Stanley New York	$61M	-$9.39M	3	0.02%	Reduced
49	Eaton Vance Management Boston, Massachusetts	$60.6M	-$6.37M	1	0.14%	Reduced
50	Ceredex Value Advisors Orlando, Florida	$59.5M	+$11.5M	1	0.73%	Increased