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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	Janney Montgomery Scott Philadelphia, Pennsylvania	$55.7M	+$3.49M	22	0.32%	Increased
327	Bahl & Gaynor Cincinnati, Ohio	$55.6M	-$376K	5	0.39%	Reduced
328	ECP Electron Capital Partners New York	$55.6M	+$1.82M	1	3.84%	Increased
329	GW&K Investment Management Boston, Massachusetts	$55.5M	-$858K	3	0.73%	Reduced
330	Teacher Retirement System of Texas Austin, Texas	$55.1M	+$17.3M	12	0.36%	Increased
331	State of Michigan Retirement System Lansing, Michigan	$54.9M	+$666K	9	0.44%	Increased
332	ExodusPoint Capital Management New York	$54.5M	+$39.1M	15	1.09%	Increased
333	NIMC NWQ Investment Management Company Los Angeles, California	$53.7M	+$3.64M	3	2.43%	Increased
334	Country Trust Bank Bloomington, Illinois	$53M	-$2.38M	5	2.02%	Reduced
335	Gofen & Glossberg Chicago, Illinois	$52.8M	+$408K	5	1.62%	Increased
336	Lazard Asset Management New York	$52.6M	-$15.2M	15	0.07%	Reduced
337	United Capital Financial Advisors Irving, Texas	$52M	-$866K	8	0.34%	Reduced
338	Wedge Capital Management Charlotte, North Carolina	$51.9M	+$641K	6	0.7%	Increased
339	ESCM Echo Street Capital Management New York	$51.8M	+$1.59M	1	0.89%	Increased
340	Davenport & Co Richmond, Virginia	$51.6M	-$38.6M	6	0.58%	Reduced
341	Chilton Investment Company Stamford, Connecticut	$51.6M	+$40.6M	2	1.52%	Increased
342	MSL Mackay Shields LLC New York	$51.5M	-$1.43M	18	0.35%	Reduced
343	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$51.3M	-$2.53M	8	0.38%	Reduced
344	Bank of Nova Scotia Toronto, Ontario, Canada	$50.6M	-$36M	9	0.14%	Reduced
345	Guggenheim Capital Chicago, Illinois	$50.4M	+$3.86M	13	0.36%	Increased
346	State of Alaska Department of Revenue Juneau, Alaska	$50.2M	-$22.8M	16	0.62%	Reduced
347	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$50.2M	-$114K	6	2.09%	Reduced
348	Gulf International Bank (UK) London, United Kingdom	$49.6M	+$281K	8	0.7%	Increased
349	NPIC Neumeier Poma Investment Counsel Carmel, California	$49.5M	+$169K	2	4.07%	Increased
350	AIA AGF Investments America Toronto, Ontario, Canada	$48.8M	+$179K	5	14.61%	Increased