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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	LPL Financial San Diego, California	$49.2M	+$23M	17	0.14%	Increased
302	Perkins Investment Management Chicago, Illinois	$48.9M	+$37.9M	3	0.71%	Increased
303	SEI Investments Oaks, Pennsylvania	$48.8M	+$15.9M	21	0.3%	Increased
304	CIBC Private Wealth Group Atlanta, Georgia	$48.6M	+$4.34M	6	0.38%	Increased
305	Douglas C. Lane & Associates New York	$47.6M	-$1.07M	4	1.29%	Reduced
306	Prudential plc London, England, United Kingdom	$47.3M	-$2.58M	3	0.19%	Reduced
307	KI Kalmar Investments Greenville, Delaware	$46.8M	-$2.79M	1	1.15%	Reduced
308	M&T Bank Buffalo, New York	$46.5M	+$666K	14	0.31%	Increased
309	Factory Mutual Insurance Waltham, Massachusetts	$46.5M	-$6.7M	2	0.63%	Reduced
310	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$46.5M	+$10.1M	5	0.13%	Increased
311	Parallax Volatility Advisers San Francisco, California	$46M	+$44.1M	12	0.09%	Increased
312	ELC Edgar Lomax Company Kingstowne, Virginia	$45.6M	+$36.3M	1	3.35%	Increased
313	SIM Stelliam Investment Management New York	$45.4M	+$44.7M	1	1.36%	New
314	Envestnet Asset Management Chicago, Illinois	$45.3M	-$360K	19	0.21%	Reduced
315	HI Honeywell International Charlotte, North Carolina	$44.8M	-$13M	2	1.13%	Reduced
316	DIA Denver Investment Advisors Denver, Colorado	$44.2M	+$20.5M	6	2%	Increased
317	Evercore Wealth Management New York	$43.7M	-$274K	12	2.03%	Reduced
318	KP Kiltearn Partners Edinburgh, United Kingdom	$43.4M	+$2.32M	1	2.11%	Increased
319	Nomura Asset Management Tokyo, Japan	$42.9M	-$3.52M	8	0.83%	Reduced
320	Great Lakes Advisors Chicago, Illinois	$42.3M	-$911K	4	1.27%	Reduced
321	Gulf International Bank (UK) London, United Kingdom	$42.3M	+$561K	8	0.73%	Increased
322	Advisors Asset Management Monument, Colorado	$42M	+$1.28M	18	0.67%	Increased
323	HFA Harvest Fund Advisors Wayne, Pennsylvania	$41.5M	+$7.73M	1	0.64%	Increased
324	Employees Retirement System of Texas Austin, Texas	$41.3M	-$656K	9	0.57%	Reduced
325	SCM Shapiro Capital Management Atlanta, Georgia	$40.9M	+$21.3M	1	1.19%	Increased