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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	Squarepoint New York	$46.9M	-$11.4M	14	1.2%	Reduced
302	Man Group London, United Kingdom	$46.9M	-$67.1M	16	0.3%	Reduced
303	Norinchukin Bank Tokyo, Japan	$46.4M	-$9.32M	7	0.91%	Reduced
304	Mawer Investment Management Calgary, Alberta, Canada	$46.2M	+$8.97M	1	0.42%	Increased
305	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$45.7M	+$3.13M	5	2.66%	Increased
306	CT Cambridge Trust Cambridge, Massachusetts	$45.6M	+$15.9M	5	3.13%	Increased
307	Mondrian Investment Partners London, United Kingdom	$45.4M	+$23.8M	2	1.59%	Increased
308	Mitsubishi UFJ Asset Management Tokyo, Japan	$45M	+$5.26M	9	0.69%	Increased
309	GC GMT Capital Atlanta, Georgia	$44.6M	+$63.8M	1	2.5%	New
310	GW&K Investment Management Boston, Massachusetts	$44.1M	+$12.5M	3	0.78%	Increased
311	MC MIG Capital Newport Beach, California	$44M	+$6.16M	1	5.18%	Increased
312	Huntington National Bank Columbus, Ohio	$43.6M	-$2.26M	17	0.82%	Reduced
313	TI Trigran Investments Northbrook, Illinois	$43.5M	-$9.98M	2	9.56%	Reduced
314	Kovitz Investment Group Partners Chicago, Illinois	$43.4M	-$7.15M	4	1.57%	Reduced
315	HCM Hahn Capital Management Walnut Creek, California	$43.2M	+$435K	2	7.98%	Increased
316	Rothschild & Co Asset Management US Stamford, Connecticut	$42.7M	-$511K	3	0.67%	Reduced
317	Bahl & Gaynor Cincinnati, Ohio	$42.6M	+$674K	5	0.37%	Increased
318	PC Plaisance Capital Denver, Colorado	$42.4M	+$46.1M	1	34.1%	New
319	ALPS Advisors Denver, Colorado	$42.1M	+$8.82M	6	0.65%	Increased
320	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$42.1M	+$2.91M	1	4.94%	Increased
321	Vontobel Asset Management New York	$41.9M	+$6.67M	1	0.32%	Increased
322	Homestead Advisers Arlington, Virginia	$41.9M	-$1.73M	1	1.23%	Reduced
323	ELI Empire Life Investments Toronto, Ontario, Canada	$41.7M	+$18.6M	4	3.81%	Increased
324	SCM Shapiro Capital Management Atlanta, Georgia	$41.6M	+$59.4M	1	1.42%	New
325	Cubist Systematic Strategies Stamford, Connecticut	$41.4M	+$8.6M	21	1.12%	Increased