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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
276	Royce & Associates New York	$85.4M	+$5.5M	11	0.64%	Increased
277	AMF Tjänstepension Stockholm, Sweden	$85.1M	$0	3	0.62%	Maintained
278	Driehaus Capital Management Chicago, Illinois	$84.9M	+$56.5M	4	1.01%	Increased
279	ZWJ Investment Counsel Atlanta, Georgia	$84.7M	-$357K	4	4.8%	Reduced
280	NPIC Neumeier Poma Investment Counsel Carmel, California	$84.6M	+$2.15M	2	5.03%	Increased
281	Scout Investments Kansas City, Missouri	$84.1M	-$9.37M	3	1.25%	Reduced
282	Amalgamated Bank New York	$83.8M	-$3.43M	22	0.71%	Reduced
283	Factory Mutual Insurance Waltham, Massachusetts	$83.4M	+$2.76M	2	1.04%	Increased
284	Riverbridge Partners Minneapolis, Minnesota	$83.3M	+$339K	1	0.83%	Increased
285	CT Cambridge Trust Cambridge, Massachusetts	$82.9M	+$78.1K	6	3.13%	Increased
286	PCP P2 Capital Partners New York	$82.7M	-$12.7M	1	6.97%	Reduced
287	Janney Montgomery Scott Philadelphia, Pennsylvania	$82.4M	+$9.79M	20	0.35%	Increased
288	Rathbones Group Liverpool, United Kingdom	$82.2M	+$4.78M	7	0.88%	Increased
289	CAM Cacti Asset Management Atlanta, Georgia	$82.1M	-$2.63M	1	6.8%	Reduced
290	Ceredex Value Advisors Orlando, Florida	$81.8M	-$46.3M	1	0.93%	Reduced
291	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$81.3M	-$11M	1	4.73%	Reduced
292	MCI McDonald Capital Investors Orinda, California	$80.9M	-$3.11M	1	6.27%	Reduced
293	State of Tennessee, Department of Treasury Nashville, Tennessee	$80.3M	-$28.5M	17	0.31%	Reduced
294	PGH Partners Group Holding Baar-Zug, Switzerland	$80.1M	-$14.4M	2	5.58%	Reduced
295	Munro Partners Melbourne, Australia	$79.9M	+$12.3M	1	2.73%	Increased
296	Arizona State Retirement System Phoenix, Arizona	$79.7M	+$10.9K	26	0.65%	Increased
297	SAM Scopus Asset Management New York	$79.7M	-$211K	5	1.35%	Reduced
298	Brookfield Corp Toronto, Ontario, Canada	$78.6M	-$57.1M	4	0.32%	Reduced
299	Everett Harris & Co Los Angeles, California	$78.6M	-$1.4M	2	1.24%	Reduced
300	CIBC Asset Management Toronto, Ontario, Canada	$78.5M	-$4.94M	15	0.32%	Reduced