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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	Sit Investment Associates Minneapolis, Minnesota	$55M	+$13.5M	2	1.37%	Increased
302	Baillie Gifford & Co Edinburgh, United Kingdom	$54.8M	-$2.9M	6	0.08%	Reduced
303	Natixis Advisors Boston, Massachusetts	$53.8M	+$5.32M	9	0.6%	Increased
304	1WCM 12 West Capital Management New York	$53.7M	-$29.1M	1	10.69%	Reduced
305	HCM Hahn Capital Management Walnut Creek, California	$53.7M	-$1.32M	2	5.16%	Reduced
306	Westwood Holdings Group Dallas, Texas	$53.6M	+$42.5M	3	0.44%	Increased
307	BAMCO Inc New York	$52.4M	$0	1	0.28%	Maintained
308	Balyasny Asset Management Chicago, Illinois	$52.1M	-$100M	9	0.24%	Reduced
309	Envestnet Asset Management Chicago, Illinois	$51.8M	+$204K	22	0.17%	Increased
310	Gulf International Bank (UK) London, United Kingdom	$51.3M	+$863K	7	0.75%	Increased
311	Fifth Third Bancorp Cincinnati, Ohio	$51.1M	-$8.15M	20	0.39%	Reduced
312	Kovitz Investment Group Partners Chicago, Illinois	$51M	+$982K	2	2.8%	Increased
313	Avalon Investment & Advisory Houston, Texas	$50.9M	+$5.38M	3	1.75%	Increased
314	Empyrean Capital Partners Los Angeles, California	$50.8M	+$49M	1	2.25%	New
315	Riverbridge Partners Minneapolis, Minnesota	$50.2M	-$332K	2	1.01%	Reduced
316	Janney Montgomery Scott Philadelphia, Pennsylvania	$49.8M	+$6.17M	18	0.66%	Increased
317	ACM Alta Capital Management Salt Lake City, Utah	$49.7M	+$151K	3	3.33%	Increased
318	Atalanta Sosnoff Capital New York	$49.7M	-$1.15M	1	1.74%	Reduced
319	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$49.6M	+$47M	1	3.51%	New
320	Boston Trust Walden Boston, Massachusetts	$49.3M	-$3.58M	5	0.77%	Reduced
321	AR Advisory Research Chicago, Illinois	$49.3M	+$5.42M	1	0.73%	Increased
322	First Eagle Investment Management New York	$49.2M	$0	3	0.12%	Maintained
323	Channing Capital Management Chicago, Illinois	$49.1M	+$47.5M	1	1.79%	New
324	BAM Barrett Asset Management New York	$48.9M	+$984K	5	3.88%	Increased
325	Evercore Wealth Management New York	$48.2M	-$1.23M	14	1.88%	Reduced