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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	MN Services Vermogensbeheer The Hague, Netherlands	$91.7M	-$6.72M	9	0.71%	Reduced
302	SIC Schwartz Investment Counsel Plymouth, Michigan	$90.9M	+$7.86M	2	3.12%	Increased
303	PC Port Capital Chicago, Illinois	$90.8M	+$385K	2	4.12%	Increased
304	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$90.6M	+$20.6M	8	7.26%	Increased
305	Artemis Investment Management Edinburgh, United Kingdom	$89.9M	+$52.1M	3	1.38%	Increased
306	Kennedy Capital Management St Louis, Missouri	$89.6M	+$3.81M	13	2.14%	Increased
307	Quilter Plc London, United Kingdom	$89.2M	-$8.81M	5	1.85%	Reduced
308	NIG NFJ Investment Group Dallas, Texas	$88.5M	+$5.11M	7	2.98%	Increased
309	Pacer Advisors Malvern, Pennsylvania	$87.9M	+$50.9M	13	0.21%	Increased
310	Yousif Capital Management Bloomfield Hills, Michigan	$87.6M	-$616K	25	1.02%	Reduced
311	Huntington National Bank Columbus, Ohio	$87.3M	-$4.31M	27	0.63%	Reduced
312	Segall Bryant & Hamill Chicago, Illinois	$87.2M	+$10.4M	9	1.34%	Increased
313	Waverly Advisors Birmingham, Alabama	$86.8M	+$19.1M	13	1.06%	Increased
314	Brookfield Corp Toronto, Ontario, Canada	$86.2M	+$72.8M	2	0.11%	Increased
315	IP Interval Partners New York	$86.1M	-$83.1M	1	1.8%	Reduced
316	Trexquant Investment Stamford, Connecticut	$85.9M	-$39.5M	20	1%	Reduced
317	State of Michigan Retirement System Lansing, Michigan	$85.7M	-$16.9K	14	0.49%	Reduced
318	ExodusPoint Capital Management New York	$85.4M	-$8.75M	14	0.84%	Reduced
319	M Mirova Paris, France	$84.5M	+$1.05M	12	15.2%	Increased
320	Daiwa Securities Group Tokyo, Japan	$84.5M	+$2.89M	17	0.36%	Increased
321	Lazard Frères Gestion Paris, France	$84M	-$6.67M	6	2.04%	Reduced
322	Amalgamated Bank New York	$84M	+$435K	36	0.72%	Increased
323	Alyeska Investment Group Chicago, Illinois	$83.9M	+$11.4M	5	0.33%	Increased
324	Driehaus Capital Management Chicago, Illinois	$83.2M	-$56M	4	0.8%	Reduced
325	GIC GFI Investment Counsel Toronto, Ontario, Canada	$82.8M	+$78.9M	1	9.64%	New