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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	Gofen & Glossberg Chicago, Illinois	$51.7M	-$2.1M	4	1.73%	Reduced
327	MC MIG Capital Newport Beach, California	$51.6M	-$18.6M	1	5.31%	Reduced
328	State of Michigan Retirement System Lansing, Michigan	$51.2M	+$5.36M	9	0.45%	Increased
329	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$50.9M	+$3.81M	8	0.41%	Increased
330	MSL Mackay Shields LLC New York	$50.5M	+$1.46M	19	0.4%	Increased
331	Janney Montgomery Scott Philadelphia, Pennsylvania	$50.2M	+$3.39M	22	0.32%	Increased
332	ESCM Echo Street Capital Management New York	$49.7M	+$12.2M	3	0.59%	Increased
333	United Capital Financial Advisors Irving, Texas	$49.3M	+$171K	9	0.36%	Increased
334	SIC Schwartz Investment Counsel Plymouth, Michigan	$49.1M	$0	1	2.66%	Maintained
335	Wedge Capital Management Charlotte, North Carolina	$48.2M	+$1.76M	7	0.66%	Increased
336	NIMC NWQ Investment Management Company Los Angeles, California	$47.8M	-$4.32M	2	1.6%	Reduced
337	EP Edgestream Partners Princeton, New Jersey	$47.7M	+$14.2M	3	2.51%	Increased
338	ClearBridge Investments (Australia) Sydney, Australia	$47.6M	-$1.39M	1	2.81%	Reduced
339	SCI S&CO Inc Boston, Massachusetts	$47.3M	-$112K	1	5.19%	Reduced
340	HCM Hahn Capital Management Walnut Creek, California	$46.8M	-$2.04M	2	7.55%	Reduced
341	Intermede Investment Partners London, United Kingdom	$46.7M	+$967K	1	2.28%	Increased
342	Gulf International Bank (UK) London, United Kingdom	$46.7M	+$221K	8	0.72%	Increased
343	MAP Madison Avenue Partners New York	$46.6M	$0	1	18.39%	Maintained
344	Great Lakes Advisors Chicago, Illinois	$46.2M	+$1.23M	10	1.12%	Increased
345	Balyasny Asset Management Chicago, Illinois	$45.7M	-$12M	6	0.4%	Reduced
346	CIBC Asset Management Toronto, Ontario, Canada	$45.5M	+$2.38M	9	0.27%	Increased
347	Waratah Capital Advisors Toronto, Ontario, Canada	$45.1M	-$4.76M	3	3.84%	Reduced
348	Brandywine Global Investment Management Philadelphia, Pennsylvania	$44.8M	+$13M	5	0.46%	Increased
349	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$44.5M	+$24.2M	7	0.53%	Increased
350	Jupiter Asset Management London, United Kingdom	$44.4M	+$5.92M	6	1.48%	Increased