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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	Bowen Hanes & Co Ponte Vedra Beach, Florida	$59.8M	-$17.6M	4	2.17%	Reduced
302	NPIC Neumeier Poma Investment Counsel Carmel, California	$59.7M	-$11M	2	4.67%	Reduced
303	MCI McDonald Capital Investors Orinda, California	$58.8M	-$865K	1	4.91%	Reduced
304	United Capital Financial Advisors Irving, Texas	$58.8M	+$2.24M	8	0.32%	Increased
305	AAM AMI Asset Management Los Angeles, California	$58.3M	+$4.69M	3	3.7%	Increased
306	Fjarde Ap-fonden Stockholm, Sweden	$58.2M	-$30.5M	6	0.73%	Reduced
307	Copeland Capital Management Conshohocken, Pennsylvania	$57.3M	+$22.5M	4	1.82%	Increased
308	Kovitz Investment Group Partners Chicago, Illinois	$56.7M	+$1.98M	4	1.26%	Increased
309	Waratah Capital Advisors Toronto, Ontario, Canada	$56.5M	+$20.6M	4	1.25%	Increased
310	NIG NFJ Investment Group Dallas, Texas	$56.5M	+$910K	6	1.35%	Increased
311	NSCM New South Capital Management Memphis, Tennessee	$56.4M	-$1.55M	1	2.58%	Reduced
312	Assenagon Asset Management Senningerberg, Luxembourg	$56M	-$18.6M	21	0.21%	Reduced
313	ExodusPoint Capital Management New York	$55.6M	+$16.4M	17	0.68%	Increased
314	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$55.2M	-$13.6M	14	0.41%	Reduced
315	Glenmede Trust Philadelphia, Pennsylvania	$54.8M	+$201K	16	0.32%	Increased
316	Squarepoint New York	$54.7M	-$25.3M	18	0.3%	Reduced
317	State of Michigan Retirement System Lansing, Michigan	$54.5M	+$5.64M	11	0.37%	Increased
318	Jacobs Levy Equity Management Florham Park, New Jersey	$54M	+$5.63M	4	0.42%	Increased
319	Calamos Advisors Naperville, Illinois	$53.7M	+$14.6M	8	0.23%	Increased
320	Homestead Advisers Arlington, Virginia	$53.4M	+$3.88K	2	1.51%	Increased
321	ZP Zimmer Partners New York	$53M	-$2.92M	4	1.1%	Reduced
322	AIA AGF Investments America Toronto, Ontario, Canada	$52.7M	+$3.11M	5	20.75%	Increased
323	Birch Hill Investment Advisors Boston, Massachusetts	$52.7M	+$1.55M	5	3.29%	Increased
324	Mutual of America Capital Management New York	$52.5M	-$5.8M	15	0.67%	Reduced
325	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$52.4M	-$12.6M	3	1.97%	Reduced