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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	Atalanta Sosnoff Capital New York	$47.3M	-$25.8M	1	1.64%	Reduced
302	ZP Zimmer Partners New York	$47.1M	+$8.21M	1	1.26%	Increased
303	Bahl & Gaynor Cincinnati, Ohio	$47M	-$411K	3	0.57%	Reduced
304	PCP P2 Capital Partners New York	$47M	$0	1	7.41%	Maintained
305	BAMCO Inc New York	$46.3M	-$87.2K	1	0.25%	Reduced
306	Axiom Investors Greenwich, Connecticut	$45.2M	+$41.6M	1	1.27%	Increased
307	Gulf International Bank (UK) London, United Kingdom	$45M	+$481K	7	0.73%	Increased
308	Raymond James Financial Services Advisors St. Petersburg, Florida	$44.9M	+$3.32M	17	0.4%	Increased
309	Capital Guardian Trust Los Angeles, California	$44.9M	-$2.84M	9	0.34%	Reduced
310	Evercore Wealth Management New York	$44.1M	+$169K	14	1.83%	Increased
311	First Eagle Investment Management New York	$43.5M	$0	3	0.11%	Maintained
312	Los Angeles Capital Management Los Angeles, California	$43.3M	-$4.83M	13	0.36%	Reduced
313	Nomura Asset Management Tokyo, Japan	$43.1M	+$8.36M	7	0.77%	Increased
314	Hamlin Capital Management New York	$43M	+$62.4K	1	1.99%	Increased
315	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$42.6M	+$754K	6	0.46%	Increased
316	Davenport & Co Richmond, Virginia	$42.6M	+$37.6M	3	0.63%	Increased
317	Magellan Asset Management Sydney, Australia	$42.3M	+$3.66M	5	0.21%	Increased
318	NIMI Natixis Investment Managers International Paris, France	$42M	+$6.79M	12	4.3%	Increased
319	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$41.8M	+$7.88M	3	0.41%	Increased
320	Rothschild & Co Asset Management US Stamford, Connecticut	$41.8M	+$6.92M	3	0.72%	Increased
321	Natixis Advisors Boston, Massachusetts	$41.5M	-$1.51M	9	0.54%	Reduced
322	Choate Investment Advisors Boston, Massachusetts	$41.5M	+$15.9M	4	2.71%	Increased
323	Jupiter Asset Management London, United Kingdom	$41.2M	-$1.77K	4	1.56%	Reduced
324	EULAV Asset Management Sarasota, Florida	$41.1M	+$436K	3	2.18%	Increased
325	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$40.8M	+$5.54M	14	0.43%	Increased