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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	H Hexavest Montreal, Quebec, Canada	$61.1M	+$30.2M	4	0.75%	Increased
302	PGH Partners Group Holding Baar-Zug, Switzerland	$60.7M	+$3.4M	3	6.6%	Increased
303	SG Americas Securities New York	$59.8M	+$14.1M	27	0.55%	Increased
304	Everett Harris & Co Los Angeles, California	$59.7M	-$86.7K	2	1.35%	Reduced
305	ClearBridge Investments (Australia) Sydney, Australia	$59.5M	+$1.93M	2	3.11%	Increased
306	Ceredex Value Advisors Orlando, Florida	$59.3M	+$1.64M	2	0.68%	Increased
307	Markel Group Glen Allen, Virginia	$59.1M	+$1.61M	1	0.82%	Increased
308	TCM Tributary Capital Management Omaha, Nebraska	$59.1M	-$3.37M	3	4.13%	Reduced
309	United Capital Financial Advisors Irving, Texas	$58.6M	+$1.03M	11	0.38%	Increased
310	Samlyn Capital New York	$58.6M	+$16.6M	1	1.23%	Increased
311	Regions Financial Corp Birmingham, Alabama	$57.6M	-$2.61M	5	0.6%	Reduced
312	Huntington National Bank Columbus, Ohio	$57.6M	+$1.24M	14	0.87%	Increased
313	WBC Westpac Banking Corp Sydney, Australia	$57.2M	+$2.57M	9	0.74%	Increased
314	Kovitz Investment Group Partners Chicago, Illinois	$56.4M	-$754K	5	1.64%	Reduced
315	Nissay Asset Management Tokyo, Japan	$56.4M	+$7.51M	9	1.25%	Increased
316	Johnson Investment Counsel Cincinnati, Ohio	$56M	+$3.21M	9	1.05%	Increased
317	HighTower Advisors Chicago, Illinois	$55.6M	-$33.8M	19	0.33%	Reduced
318	Rothschild & Co Asset Management US Stamford, Connecticut	$54.7M	-$4.33M	3	0.57%	Reduced
319	WM Wishbone Management Chicago, Illinois	$53.9M	+$54.9M	1	12.4%	New
320	Lazard Asset Management New York	$53.2M	-$16.8M	17	0.08%	Reduced
321	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$53.2M	+$6.18M	9	0.42%	Increased
322	AAM AMI Asset Management Los Angeles, California	$53.1M	-$1.49M	1	2.62%	Reduced
323	Haverford Trust Company Radnor, Pennsylvania	$52.7M	-$5.5M	5	0.85%	Reduced
324	TPSF Texas Permanent School Fund Austin, Texas	$52.5M	-$1.73M	15	0.8%	Reduced
325	VM Valinor Management New York	$52.3M	+$1.51M	1	3.49%	Increased