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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	Birch Hill Investment Advisors Boston, Massachusetts	$44.9M	-$940K	4	3.91%	Reduced
352	Everett Harris & Co Los Angeles, California	$44.9M	-$458K	3	1.28%	Reduced
353	HCM Hahn Capital Management Walnut Creek, California	$44.9M	-$1.27M	2	6.51%	Reduced
354	RHJA Rice Hall James & Associates San Diego, California	$44.8M	-$12.6M	3	1.64%	Reduced
355	Sit Investment Associates Minneapolis, Minnesota	$44.8M	-$11.8M	3	1.44%	Reduced
356	Utah Retirement Systems Salt Lake City, Utah	$44.5M	+$55.1K	9	1.01%	Increased
357	Nissay Asset Management Tokyo, Japan	$44.4M	-$7.7M	8	1.35%	Reduced
358	MLICM Metropolitan Life Insurance Company (MetLife) New York	$44.4M	-$137K	30	0.89%	Reduced
359	MD Financial Management Ottawa, Ontario, Canada	$44.3M	+$1.13M	3	2.21%	Increased
360	PGH Partners Group Holding Baar-Zug, Switzerland	$44M	-$10.9M	3	6.32%	Reduced
361	PCP P2 Capital Partners New York	$43.7M	+$52.4M	1	4.4%	New
362	M Mirova Paris, France	$43.2M	+$44.7M	6	19.77%	New
363	Empyrean Capital Partners Los Angeles, California	$42.8M	$0	1	2.2%	Maintained
364	FWSM First Wilshire Securities Management Pasadena, California	$42.8M	-$734K	5	16.07%	Reduced
365	Oppenheimer & Co New York	$42M	-$4.49M	15	1.31%	Reduced
366	HCM Howland Capital Management Boston, Massachusetts	$41.7M	-$1.06M	4	3.92%	Reduced
367	Oppenheimer Asset Management New York	$41.4M	+$2.87M	12	1.03%	Increased
368	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$41M	+$3.85M	6	2.04%	Increased
369	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$40.9M	+$21.3M	6	2.18%	Increased
370	WPC Waters Parkerson & Co New Orleans, Louisiana	$40.7M	-$4.77M	2	3.92%	Reduced
371	Mutual of America Capital Management New York	$40.4M	+$1.55M	15	0.67%	Increased
372	LCM Lomas Capital Management New York	$39.9M	-$1.63M	1	5.31%	Reduced
373	Zurich Insurance Group Zurich, Switzerland	$39.8M	-$11.1M	2	0.95%	Reduced
374	Markel Group Glen Allen, Virginia	$39.8M	+$107K	1	0.76%	Increased
375	Scotia Capital Toronto, Ontario, Canada	$39.6M	+$1.4M	7	0.59%	Increased