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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	MUFG Securities EMEA London, United Kingdom	$37.2M	+$13.9M	4	0.37%	Increased
352	SCI S&CO Inc Boston, Massachusetts	$37.1M	+$147K	1	4.96%	Increased
353	HCM Howland Capital Management Boston, Massachusetts	$37M	-$2.85M	4	3.24%	Reduced
354	State of Michigan Retirement System Lansing, Michigan	$37M	-$27M	9	0.41%	Reduced
355	NPIC Neumeier Poma Investment Counsel Carmel, California	$36.9M	+$5.68M	2	3.8%	Increased
356	Confluence Investment Management St. Louis, Missouri	$36.9M	-$15.2M	3	0.7%	Reduced
357	Jupiter Asset Management London, United Kingdom	$36.5M	-$4.02M	5	1.58%	Reduced
358	Epoch Investment Partners New York	$36.4M	-$92.9M	1	0.22%	Reduced
359	MLICM Metropolitan Life Insurance Company (MetLife) New York	$36.3M	-$624K	31	0.74%	Reduced
360	Bowen Hanes & Co Ponte Vedra Beach, Florida	$36M	-$1.34M	4	1.76%	Reduced
361	Intermede Investment Partners London, United Kingdom	$35.8M	-$724K	1	2.11%	Reduced
362	Gateway Investment Advisers Cincinnati, Ohio	$34.7M	+$16M	6	0.43%	Increased
363	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$34.6M	+$157K	2	5.56%	Increased
364	CI Cooper Investors Melbourne, Victoria, Australia	$34.5M	+$6.17M	2	4.33%	Increased
365	Xact Kapitalforvaltning Stockholm, Sweden	$34.4M	-$3.87M	15	0.73%	Reduced
366	Great Lakes Advisors Chicago, Illinois	$34.4M	+$21.2M	10	1%	Increased
367	NIMC NWQ Investment Management Company Los Angeles, California	$34.3M	-$2.28M	2	1.38%	Reduced
368	Employees Retirement System of Texas Austin, Texas	$34.2M	-$3M	9	0.65%	Reduced
369	Baillie Gifford & Co Edinburgh, United Kingdom	$34M	+$10.7M	2	0.04%	Increased
370	ZWJ Investment Counsel Atlanta, Georgia	$33.6M	-$179K	3	3%	Reduced
371	Teacher Retirement System of Texas Austin, Texas	$33.4M	+$1.15M	7	0.36%	Increased
372	Cambiar Investors Denver, Colorado	$33.2M	-$12.1M	3	1.67%	Reduced
373	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$33M	+$4.13M	4	9.28%	Increased
374	Jensen Investment Management Lake Oswego, Oregon	$32.9M	-$124M	1	0.37%	Reduced
375	VM Valinor Management New York	$32.4M	-$15.7M	1	2.9%	Reduced