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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	AIA AGF Investments America Toronto, Ontario, Canada	$52.5M	+$2.95M	5	17.46%	Increased
327	VM Valinor Management New York	$51.8M	+$48.9M	1	3.5%	New
328	TI Trigran Investments Northbrook, Illinois	$51.2M	+$5.21M	2	9.68%	Increased
329	State of Michigan Retirement System Lansing, Michigan	$51.2M	+$1.75M	9	0.46%	Increased
330	Panagora Asset Management Boston, Massachusetts	$50.9M	-$21.6M	25	0.23%	Reduced
331	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$50.8M	+$389K	6	2.33%	Increased
332	HCM Hahn Capital Management Walnut Creek, California	$50.2M	-$7.15M	2	6.68%	Reduced
333	Cambiar Investors Denver, Colorado	$50M	-$3.4M	4	1.6%	Reduced
334	Employees Retirement System of Texas Austin, Texas	$49.9M	-$1.09M	14	0.78%	Reduced
335	Nissay Asset Management Tokyo, Japan	$49.9M	-$3.22M	8	1.22%	Reduced
336	Cubist Systematic Strategies Stamford, Connecticut	$49.4M	-$65.3K	17	0.98%	Reduced
337	Norinchukin Bank Tokyo, Japan	$49.3M	+$14.3M	7	0.7%	Increased
338	HCM Howland Capital Management Boston, Massachusetts	$49.2M	-$1.8M	4	3.73%	Reduced
339	Ladenburg Thalmann Financial Services Miami, Florida	$49M	+$1.75M	42	0.34%	Increased
340	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$48.9M	-$5.27M	5	2.38%	Reduced
341	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$48.5M	+$2.2M	8	0.41%	Increased
342	Gulf International Bank (UK) London, United Kingdom	$47.3M	-$134K	8	0.78%	Reduced
343	SCI S&CO Inc Boston, Massachusetts	$47.2M	+$69.8K	1	5.22%	Increased
344	Gateway Investment Advisers Cincinnati, Ohio	$47.1M	-$7.33M	5	0.47%	Reduced
345	MLICM Metropolitan Life Insurance Company (MetLife) New York	$47.1M	+$3.12M	30	0.8%	Increased
346	Xact Kapitalforvaltning Stockholm, Sweden	$46.7M	+$3.36M	16	0.89%	Increased
347	Pinnacle Associates New York	$45.8M	-$3.15M	10	1.08%	Reduced
348	Intermede Investment Partners London, United Kingdom	$45.5M	-$552K	1	2.53%	Reduced
349	Mawer Investment Management Calgary, Alberta, Canada	$45.3M	+$910K	1	0.41%	Increased
350	Mutual of America Capital Management New York	$45.2M	+$4.15M	16	0.63%	Increased