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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
351	CIBC Private Wealth Group Atlanta, Georgia	$39M	-$12.6M	5	0.32%	Reduced
352	EULAV Asset Management Sarasota, Florida	$38.9M	+$119K	5	2.08%	Increased
353	PP PDT Partners New York	$38.3M	-$3.32M	13	1.02%	Reduced
354	IRF IBM Retirement Fund Armonk, New York	$38.3M	-$614K	9	0.74%	Reduced
355	Regions Financial Corp Birmingham, Alabama	$37.8M	+$18M	8	0.46%	Increased
356	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$37.5M	-$364K	9	1.01%	Reduced
357	Ninety One (UK) London, United Kingdom	$37.4M	+$30.5M	2	0.22%	Increased
358	Letko, Brosseau & Associates Montreal, Quebec, Canada	$37.1M	-$125K	1	0.29%	Reduced
359	Acadian Asset Management Boston, Massachusetts	$36.4M	-$99.1M	4	0.18%	Reduced
360	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$36.2M	-$1.57M	13	0.42%	Reduced
361	Ignis Investment Services Edinburgh, United Kingdom	$36.2M	$0	1	1.21%	Maintained
362	Geneva Capital Management Milwaukee, Wisconsin	$36M	-$1.96M	2	0.88%	Reduced
363	Numeric Investors Boston, Massachusetts	$35M	+$3.19M	5	0.52%	Increased
364	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$35M	+$263K	1	4.45%	Increased
365	BA Boston Advisors Boston, Massachusetts	$35M	-$679K	3	1.5%	Reduced
366	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$34.7M	+$9.45M	3	0.38%	Increased
367	PH Pinnacle Holdings Tulsa, Oklahoma	$34.7M	+$6.58M	1	8.48%	Increased
368	SGM Summit Global Management San Diego, California	$34.6M	-$5.36M	13	64.33%	Reduced
369	Birch Hill Investment Advisors Boston, Massachusetts	$34.6M	-$332K	2	3.62%	Reduced
370	I.G. Investment Management Winnipeg, Manitoba, Canada	$34.4M	-$2.92M	6	0.12%	Reduced
371	ExxonMobil Investment Management Irving, Texas	$34.3M	-$1.21M	6	0.77%	Reduced
372	TA Teton Advisors Rye, New York	$34.2M	+$1.66M	14	2.26%	Increased
373	Balyasny Asset Management Chicago, Illinois	$34.1M	-$47.2M	2	0.39%	Reduced
374	TAM Third Avenue Management New York	$34.1M	-$5M	1	0.66%	Reduced
375	LG Leuthold Group Minneapolis, Minnesota	$34M	+$22.2M	6	2.89%	Increased