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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
326	Advisors Asset Management Monument, Colorado	$43.9M	-$9.36M	17	0.61%	Reduced
327	Mackenzie Financial Toronto Ontario, Ontario, Canada	$43.9M	-$27.2M	2	0.22%	Reduced
328	Balyasny Asset Management Chicago, Illinois	$43.8M	+$12.3M	2	0.34%	Increased
329	Baird Milwaukee, Wisconsin	$43.2M	-$127K	13	0.61%	Reduced
330	GE General Electric Evendale, Ohio	$43.2M	-$14M	2	0.11%	Reduced
331	BCM Barometer Capital Management Toronto, Ontario, Canada	$43.1M	+$42.7M	3	3.46%	Increased
332	Bowen Hanes & Co Ponte Vedra Beach, Florida	$42.9M	-$1.29M	2	2.09%	Reduced
333	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$42.7M	-$588K	3	2.49%	Reduced
334	Douglas C. Lane & Associates New York	$42.3M	-$536K	2	1.26%	Reduced
335	FIM FourPoints Investment Managers Paris, France	$42.1M	-$10.7M	2	4.91%	Reduced
336	CCMH Cornerstone Capital Management Holdings New York	$42.1M	-$6.75M	8	0.46%	Reduced
337	HCM Hahn Capital Management Walnut Creek, California	$41.9M	+$3.02M	2	5.28%	Increased
338	SG Swarthmore Group Philadelphia, Pennsylvania	$41.7M	+$8.58M	1	3.87%	Increased
339	Analytic Investors Los Angeles, California	$41.7M	-$32.1M	5	0.6%	Reduced
340	Gulf International Bank (UK) London, United Kingdom	$41.6M	+$121K	8	0.77%	Increased
341	Commonwealth Equity Services Waltham, Massachusetts	$41.6M	+$2.15M	18	0.51%	Increased
342	CAM Cortina Asset Management Milwaukee, Wisconsin	$41.2M	-$2.3M	4	1.76%	Reduced
343	Regions Financial Corp Birmingham, Alabama	$41.1M	+$2.63M	8	0.51%	Increased
344	ICM Intrepid Capital Management Jacksonville Beach, Florida	$40.9M	+$4.62M	2	11.08%	Increased
345	LCS Levin Capital Strategies New York	$40.8M	+$9.36M	4	0.62%	Increased
346	Factory Mutual Insurance Waltham, Massachusetts	$40.5M	+$18.2M	2	0.56%	Increased
347	NSCM New South Capital Management Memphis, Tennessee	$40.5M	-$191K	1	1.34%	Reduced
348	Foresters Investment Management New York	$40.4M	-$12.7M	5	0.86%	Reduced
349	Evercore Wealth Management New York	$39.8M	+$861K	14	1.99%	Increased
350	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$39.6M	+$39.5M	3	0.63%	New