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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	M&T Bank Buffalo, New York	$51.4M	-$1.06M	18	0.32%	Reduced
302	Magellan Asset Management Sydney, Australia	$51.1M	-$2.55M	5	0.36%	Reduced
303	Congress Asset Management Boston, Massachusetts	$50.8M	-$1.91M	1	1.3%	Reduced
304	CI Global Investments Oakland, California	$49.4M	+$49.2M	2	1.01%	Increased
305	Great Lakes Advisors Chicago, Illinois	$49.3M	+$1.56M	6	1.53%	Increased
306	Aperio Group Sausalito, California	$48.1M	+$781K	16	0.59%	Increased
307	Nisa Investment Advisors St. Louis, Missouri	$47.7M	-$447K	12	0.66%	Reduced
308	Factory Mutual Insurance Waltham, Massachusetts	$47.6M	+$9.2M	2	0.64%	Increased
309	CIBC Private Wealth Group Atlanta, Georgia	$47M	+$5.54M	5	0.36%	Increased
310	Copeland Capital Management Conshohocken, Pennsylvania	$46.7M	+$26.6M	4	3.39%	Increased
311	Perkins Investment Management Chicago, Illinois	$46.6M	-$31.7M	1	0.44%	Reduced
312	NG NatWest Group Edinburgh, Scotland, United Kingdom	$45.7M	-$1.31M	8	0.39%	Reduced
313	TSU TD Securities (USA) New York	$45.4M	+$3.28M	6	0.65%	Increased
314	Fifth Third Bancorp Cincinnati, Ohio	$45.4M	+$1.73M	17	0.39%	Increased
315	Fiera Capital (Canada) Montreal, Quebec, Canada	$45.3M	-$624K	3	0.33%	Reduced
316	HCM Hahn Capital Management Walnut Creek, California	$45.1M	+$4.06M	2	5.13%	Increased
317	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$44.9M	+$6.2M	3	2.09%	Increased
318	ESCM Echo Street Capital Management New York	$44.5M	+$12.2M	2	2.75%	Increased
319	NSCM New South Capital Management Memphis, Tennessee	$44.1M	+$614K	1	1.33%	Increased
320	Commonwealth Equity Services Waltham, Massachusetts	$43.9M	+$2.22M	19	0.49%	Increased
321	Analytic Investors Los Angeles, California	$43.9M	-$758K	4	0.62%	Reduced
322	Douglas C. Lane & Associates New York	$43.7M	+$5.2M	3	1.18%	Increased
323	CAM Cortina Asset Management Milwaukee, Wisconsin	$42.5M	-$3.26M	4	1.88%	Reduced
324	Anchor Capital Advisors Boston, Massachusetts	$41.9M	+$235K	1	0.85%	Increased
325	Jupiter Investment Management London, United Kingdom	$41.7M	+$41.6M	3	1.48%	Increased