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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	NIMI Natixis Investment Managers International Paris, France	$66.5M	+$4.88M	7	7.42%	Increased
327	CAM CGOV Asset Management Toronto, Ontario, Canada	$66.3M	+$359K	1	2.5%	Increased
328	BAMCO Inc New York	$66.1M	+$249K	2	0.3%	Increased
329	BB&T Securities Richmond, Virginia	$65.2M	+$7.6M	11	0.85%	Increased
330	Commerce Bank Kansas City, Missouri	$64.6M	-$237K	10	0.84%	Reduced
331	Wedge Capital Management Charlotte, North Carolina	$64.5M	-$4.01M	8	0.58%	Reduced
332	BAM Barrett Asset Management New York	$64.4M	+$2.16M	8	4.54%	Increased
333	HCM Hahn Capital Management Walnut Creek, California	$64.1M	-$1.18M	2	6.04%	Reduced
334	Avalon Investment & Advisory Houston, Texas	$62.8M	-$2.75M	3	1.97%	Reduced
335	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$61.9M	+$33.2M	7	1.15%	Increased
336	ArrowMark Colorado Holdings Denver, Colorado	$61.8M	+$39.9M	4	0.63%	Increased
337	MLICM Metropolitan Life Insurance Company (MetLife) New York	$61.4M	-$97.5M	29	0.82%	Reduced
338	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$60.7M	+$549K	7	1%	Increased
339	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$60.4M	+$16.3M	5	2.77%	Increased
340	Kovitz Investment Group Partners Chicago, Illinois	$60M	-$2.93M	2	2.57%	Reduced
341	Select Equity Group New York	$60M	+$34.1M	2	0.48%	Increased
342	Oppenheimer & Co New York	$59.8M	-$1.09M	12	1.54%	Reduced
343	Jupiter Asset Management London, United Kingdom	$59.2M	-$811K	4	1.7%	Reduced
344	Kennedy Capital Management St Louis, Missouri	$58.5M	-$2.75M	7	1.05%	Reduced
345	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$58.2M	+$343K	17	0.68%	Increased
346	Evercore Wealth Management New York	$58.2M	-$1.11M	15	2.16%	Reduced
347	PIA Piedmont Investment Advisors Durham, North Carolina	$58.1M	-$355K	12	1.17%	Reduced
348	Brookfield Corp Toronto, Ontario, Canada	$58M	-$28.6M	1	0.26%	Reduced
349	SG Americas Securities New York	$57.6M	+$30.4M	20	0.54%	Increased
350	Empyrean Capital Partners Los Angeles, California	$57M	$0	1	2.58%	Maintained