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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	ELC Edgar Lomax Company Kingstowne, Virginia	$46.9M	+$1.74M	1	3.22%	Increased
302	BAMCO Inc New York	$46.9M	-$5.82M	2	0.25%	Reduced
303	Prudential plc London, England, United Kingdom	$46.1M	-$651K	3	0.19%	Reduced
304	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$46.1M	+$7.55M	6	0.52%	Increased
305	SFM Systematic Financial Management Teaneck, New Jersey	$45.9M	+$3.87M	4	0.57%	Increased
306	Employees Retirement System of Texas Austin, Texas	$45.7M	+$2.77M	10	0.63%	Increased
307	Glenmede Trust Philadelphia, Pennsylvania	$45.3M	+$6.85M	20	0.29%	Increased
308	CIBC Private Wealth Group Atlanta, Georgia	$45.2M	-$3.24M	5	0.35%	Reduced
309	Bahl & Gaynor Cincinnati, Ohio	$44.8M	-$16.1M	3	0.59%	Reduced
310	Fiera Capital (Canada) Montreal, Quebec, Canada	$44.7M	-$5.7M	2	0.33%	Reduced
311	Capital Fund Management (CFM) Paris, France	$44.6M	-$39.6M	4	0.43%	Reduced
312	SCM Shapiro Capital Management Atlanta, Georgia	$44.2M	+$9.16M	1	1.28%	Increased
313	SG Americas Securities New York	$43.5M	-$16.5M	18	0.31%	Reduced
314	Evercore Wealth Management New York	$43M	+$578K	13	1.9%	Increased
315	Boston Trust Walden Boston, Massachusetts	$42.9M	-$27.4M	5	0.75%	Reduced
316	Factory Mutual Insurance Waltham, Massachusetts	$42.8M	-$4.9M	2	0.55%	Reduced
317	Gulf International Bank (UK) London, United Kingdom	$42.5M	-$116K	8	0.72%	Reduced
318	Jupiter Asset Management London, United Kingdom	$41.4M	-$357K	5	1.57%	Reduced
319	HI Honeywell International Charlotte, North Carolina	$41M	-$2.56M	2	1.03%	Reduced
320	Oppenheimer & Co New York	$40.7M	-$1.7M	11	1.24%	Reduced
321	Great Lakes Advisors Chicago, Illinois	$40.6M	-$2.76M	5	1.11%	Reduced
322	AAM Ardevora Asset Management London, United Kingdom	$39.9M	-$20.2M	2	1.95%	Reduced
323	Handelsbanken Fonder Stockholm, Sweden	$39M	-$14.5M	4	1.66%	Reduced
324	Rothschild & Co Asset Management US Stamford, Connecticut	$38.8M	+$15.4M	2	0.73%	Increased
325	EULAV Asset Management Sarasota, Florida	$38.8M	-$335K	3	2.17%	Reduced