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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	TPSF Texas Permanent School Fund Austin, Texas	$56M	+$1.86M	18	0.85%	Increased
327	Kennedy Capital Management St Louis, Missouri	$54.2M	+$3.95M	13	1.53%	Increased
328	MCI McDonald Capital Investors Orinda, California	$53.7M	-$1.3M	1	4.46%	Reduced
329	Walleye Capital New York	$53.4M	+$5.28M	9	0.97%	Increased
330	Squarepoint New York	$53.4M	+$11.6M	21	0.21%	Increased
331	MVIP Mar Vista Investment Partners Los Angeles, California	$53.3M	-$4.1M	1	2.39%	Reduced
332	Birch Hill Investment Advisors Boston, Massachusetts	$53.2M	+$1.2M	5	3.39%	Increased
333	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$52.1M	-$780K	2	1.8%	Reduced
334	Nicholas Company Milwaukee, Wisconsin	$51.7M	+$2.24M	4	1.11%	Increased
335	MD Money Design Tokyo, Japan	$51M	+$16.9M	4	3.19%	Increased
336	CT Cambridge Trust Cambridge, Massachusetts	$50.6M	-$1.72M	8	2.26%	Reduced
337	ExodusPoint Capital Management New York	$50.3M	-$38.9M	16	0.73%	Reduced
338	EULAV Asset Management Sarasota, Florida	$50.2M	-$7.26M	5	2.15%	Reduced
339	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$49.9M	-$1.37M	6	2%	Reduced
340	Epoch Investment Partners New York	$48.1M	+$2.35M	3	0.29%	Increased
341	Ancora Advisors Cleveland, Ohio	$48M	+$8.92M	10	1.38%	Increased
342	Gofen & Glossberg Chicago, Illinois	$47.9M	+$406K	6	1.23%	Increased
343	Crestwood Advisors Group Boston, Massachusetts	$47.9M	-$2.18M	3	1.63%	Reduced
344	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$47.7M	-$183K	2	2.85%	Reduced
345	SC Sasco Capital Fairfield, Connecticut	$47.3M	+$15.8M	2	6.02%	Increased
346	Factory Mutual Insurance Waltham, Massachusetts	$47.2M	$0	2	0.71%	Maintained
347	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$47.2M	+$18.3M	10	0.23%	Increased
348	Glenmede Trust Philadelphia, Pennsylvania	$46.7M	-$11.4M	14	0.27%	Reduced
349	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$46.6M	-$29.1M	1	3.64%	Reduced
350	Sarasin & Partners London, United Kingdom	$46.5M	+$5.74M	2	0.61%	Increased