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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 World Market Toronto, Ontario, Canada	$41.3M	+$7.75M	6	0.13%	Increased
352	Stephens Investment Management Group Houston, Texas	$41.3M	+$1.95M	3	1.02%	Increased
353	WBC Westpac Banking Corp Sydney, Australia	$41.1M	+$12.4M	7	0.33%	Increased
354	Candriam SCA Strassen, Luxembourg, Luxembourg	$40.2M	+$18.4M	6	0.78%	Increased
355	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$39.7M	-$58.4M	2	2.4%	Reduced
356	HI Honeywell International Charlotte, North Carolina	$39.5M	-$4.11M	2	1.27%	Reduced
357	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$39.3M	+$2.52M	5	1.79%	Increased
358	Everett Harris & Co Los Angeles, California	$39M	-$35.7K	2	1.28%	Reduced
359	Hamlin Capital Management New York	$38.8M	-$14M	1	1.64%	Reduced
360	Energy Income Partners Westport, Connecticut	$38.7M	+$1.86M	2	0.71%	Increased
361	Davenport & Co Richmond, Virginia	$38.6M	+$1.81M	3	0.55%	Increased
362	Birch Hill Investment Advisors Boston, Massachusetts	$38.6M	+$439K	4	3.29%	Increased
363	Commerce Bank Kansas City, Missouri	$38.4M	+$485K	10	0.55%	Increased
364	Douglas Lane & Associates New York	$38.4M	-$2.66M	3	0.96%	Reduced
365	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$38.4M	-$48.3M	7	0.1%	Reduced
366	SG Americas Securities New York	$37.8M	-$21M	17	0.33%	Reduced
367	FP Foundry Partners Minneapolis, Minnesota	$37.7M	+$5.77M	4	1.57%	Increased
368	Dai-ichi Life Insurance Company Tokyo, Japan	$37.6M	+$6.28M	9	1.02%	Increased
369	Oregon Public Employees Retirement Fund Tigard, Oregon	$37.1M	+$4.9M	8	0.72%	Increased
370	BB&T Securities Richmond, Virginia	$37M	+$1.53M	10	0.5%	Increased
371	Regions Financial Corp Birmingham, Alabama	$37M	-$815K	3	0.44%	Reduced
372	RCM Roystone Capital Management New York	$37M	-$2.79M	1	2.39%	Reduced
373	CAM Capstone Asset Management Houston, Texas	$36.9M	-$2.57M	14	1.03%	Reduced
374	AAM AMI Asset Management Los Angeles, California	$36.8M	-$493K	1	2.77%	Reduced
375	ExxonMobil Investment Management Irving, Texas	$36.6M	-$1.54M	7	0.81%	Reduced