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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
301	QS Batterymarch Financial Management New York	$41.1M	-$3.86M	10	0.89%	Reduced
302	Capital Guardian Trust Los Angeles, California	$40.8M	-$46.4M	4	0.28%	Reduced
303	Brookfield Corp Toronto, Ontario, Canada	$40.4M	+$2.06M	1	0.21%	Increased
304	ArrowMark Colorado Holdings Denver, Colorado	$40.3M	+$38.5M	1	1.33%	New
305	Fidelity International Hamilton, Bermuda	$40.2M	+$8.76M	1	0.19%	Increased
306	Anchor Capital Advisors Boston, Massachusetts	$40.1M	-$365K	1	0.86%	Reduced
307	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$39.9M	+$6.47M	8	0.66%	Increased
308	Kennedy Capital Management St Louis, Missouri	$39.9M	+$6.36M	8	0.77%	Increased
309	MP MSD Partners New York	$39.7M	+$18.6M	2	1.49%	Increased
310	NI Nuance Investments Kansas City, Missouri	$39.3M	-$3.13M	2	10.49%	Reduced
311	First Pacific Advisors El Segundo, California	$38.6M	$0	1	0.4%	Maintained
312	Evercore Wealth Management New York	$38.5M	-$1.2M	12	2.21%	Reduced
313	Bowen Hanes & Co Ponte Vedra Beach, Florida	$38.4M	-$682K	2	1.97%	Reduced
314	Fifth Third Bancorp Cincinnati, Ohio	$38.4M	+$1.77M	11	0.4%	Increased
315	TSU TD Securities (USA) New York	$38.4M	+$224K	6	0.73%	Increased
316	BAM Barrett Asset Management New York	$38.1M	-$3.69M	3	3.69%	Reduced
317	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$37.9M	-$8.67M	7	1.16%	Reduced
318	AC Ascend Capital Orinda, California	$37.7M	+$16.3M	3	1.4%	Increased
319	GH GAM Holding Zurich, Switzerland	$37.4M	-$38.1M	12	0.7%	Reduced
320	SAM Shell Asset Management The Hague, Netherlands	$37.3M	-$293K	7	0.69%	Reduced
321	Scout Investments Kansas City, Missouri	$37.3M	-$16.9M	2	0.26%	Reduced
322	FRM Foundation Resource Management Little Rock, Arkansas	$36.8M	-$1.02M	1	4.73%	Reduced
323	LCP Lombardia Capital Partners Pasadena, California	$36.7M	+$14.3M	2	1.18%	Increased
324	HighTower Advisors Chicago, Illinois	$36.6M	-$12.4M	9	0.92%	Reduced
325	PCP P2 Capital Partners New York	$36.3M	$0	1	5.31%	Maintained