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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	WBC Westpac Banking Corp Sydney, Australia	$47.6M	+$11.7M	8	0.52%	Increased
302	Boston Trust Walden Boston, Massachusetts	$46.9M	+$1.03M	5	0.8%	Increased
303	HI Honeywell International Charlotte, North Carolina	$46.1M	+$7.31M	2	1.18%	Increased
304	Capital Guardian Trust Los Angeles, California	$46.1M	-$5.15M	9	0.35%	Reduced
305	Bahl & Gaynor Cincinnati, Ohio	$45.7M	-$181K	3	0.59%	Reduced
306	Prudential plc London, England, United Kingdom	$44.7M	-$458K	3	0.18%	Reduced
307	ZP Zimmer Partners New York	$44.4M	+$39M	1	1.32%	New
308	First Eagle Investment Management New York	$44.3M	+$5.12M	3	0.11%	Increased
309	Magellan Asset Management Sydney, Australia	$43.7M	-$13.1M	5	0.25%	Reduced
310	Handelsbanken Fonder Stockholm, Sweden	$43.7M	+$1.96M	4	1.79%	Increased
311	BAMCO Inc New York	$43.4M	-$393K	1	0.23%	Reduced
312	Gulf International Bank (UK) London, United Kingdom	$43M	-$863K	7	0.72%	Reduced
313	PCP P2 Capital Partners New York	$42.8M	+$11.2M	1	7.36%	Increased
314	GVI Green Valley Investors Wilmington, Delaware	$42.7M	-$31.1M	1	1.31%	Reduced
315	Janney Montgomery Scott Philadelphia, Pennsylvania	$42.1M	+$9.27M	7	0.86%	Increased
316	BCM Barometer Capital Management Toronto, Ontario, Canada	$41.9M	-$21M	2	4.16%	Reduced
317	Raymond James Financial Services Advisors St. Petersburg, Florida	$41.7M	+$3.42M	17	0.4%	Increased
318	Gotham Asset Management New York	$41.5M	-$22.7M	7	0.5%	Reduced
319	Evercore Wealth Management New York	$41.3M	+$418K	14	1.82%	Increased
320	Avalon Investment & Advisory Houston, Texas	$41.2M	+$15.8M	2	1.59%	Increased
321	Hamlin Capital Management New York	$41.2M	-$21.2M	1	1.99%	Reduced
322	Natixis Advisors Boston, Massachusetts	$41.2M	+$2.98M	9	0.57%	Increased
323	Everett Harris & Co Los Angeles, California	$41.1M	-$152K	2	1.47%	Reduced
324	Caxton Associates (New York) New York	$41M	+$37.5M	3	1.13%	Increased
325	ICOM Investment Counselors of Maryland Baltimore, Maryland	$40.8M	-$805K	3	2.24%	Reduced