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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	YCMGA York Capital Management Global Advisors New York	$54.2M	+$37.7M	1	2.2%	Increased
327	Johnson Investment Counsel Cincinnati, Ohio	$53.9M	-$2.76M	6	1.12%	Reduced
328	Martingale Asset Management Boston, Massachusetts	$53.8M	+$439K	11	0.56%	Increased
329	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$53.4M	+$5.03M	6	2.68%	Increased
330	WBC Westpac Banking Corp Sydney, Australia	$53.3M	+$680K	7	0.81%	Increased
331	Bahl & Gaynor Cincinnati, Ohio	$52.4M	+$2.89M	4	0.39%	Increased
332	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$52.4M	-$1.5M	6	2.41%	Reduced
333	Nissay Asset Management Tokyo, Japan	$52.2M	+$1.16M	8	1.32%	Increased
334	PGH Partners Group Holding Baar-Zug, Switzerland	$51.2M	-$1.3M	3	6.27%	Reduced
335	TI Trigran Investments Northbrook, Illinois	$50.7M	-$389K	2	8.45%	Reduced
336	Cambiar Investors Denver, Colorado	$50.7M	-$44.9M	4	1.31%	Reduced
337	HCM Howland Capital Management Boston, Massachusetts	$49.9M	-$2.4M	4	3.86%	Reduced
338	Employees Retirement System of Texas Austin, Texas	$49.9M	-$8.32M	12	0.76%	Reduced
339	AIA AGF Investments America Toronto, Ontario, Canada	$49.6M	-$1.25M	4	16.88%	Reduced
340	State of Michigan Retirement System Lansing, Michigan	$49.6M	-$20.1M	8	0.45%	Reduced
341	Cubist Systematic Strategies Stamford, Connecticut	$48.7M	+$28.6M	21	0.9%	Increased
342	Gulf International Bank (UK) London, United Kingdom	$48M	-$8.68M	8	0.8%	Reduced
343	Jupiter Asset Management London, United Kingdom	$47.7M	-$12.5M	6	1.51%	Reduced
344	SCI S&CO Inc Boston, Massachusetts	$47M	-$40K	1	5.15%	Reduced
345	Bowen Hanes & Co Ponte Vedra Beach, Florida	$46.8M	-$4.36M	4	2.01%	Reduced
346	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$46.7M	-$2.48M	9	0.4%	Reduced
347	Ladenburg Thalmann Financial Services Miami, Florida	$46.7M	-$9.01M	40	0.34%	Reduced
348	Ingalls & Snyder LLC New York	$46.4M	+$6.32M	8	2.23%	Increased
349	Intermede Investment Partners London, United Kingdom	$45.9M	-$4.73M	1	2.72%	Reduced
350	Letko, Brosseau & Associates Montreal, Quebec, Canada	$45.8M	-$2.51M	1	0.46%	Reduced