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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	Mawer Investment Management Calgary, Alberta, Canada	$48.8M	-$6.97M	1	0.32%	Reduced
352	EP Edgestream Partners Princeton, New Jersey	$48.3M	-$1.59M	3	3.12%	Reduced
353	Intermede Investment Partners London, United Kingdom	$48.1M	+$1.25M	1	2.01%	Increased
354	SIC Schwartz Investment Counsel Plymouth, Michigan	$48M	-$2.08M	1	2.42%	Reduced
355	Samlyn Capital New York	$47.9M	-$40.6M	1	0.86%	Reduced
356	TCM Tributary Capital Management Omaha, Nebraska	$47.8M	-$2.47M	3	4.13%	Reduced
357	WBC Westpac Banking Corp Sydney, Australia	$47.5M	+$2.64M	8	0.64%	Increased
358	SCI S&CO Inc Boston, Massachusetts	$47.5M	+$5.39K	1	4.74%	Increased
359	SG Americas Securities New York	$47M	-$14.7M	22	0.3%	Reduced
360	Brandywine Global Investment Management Philadelphia, Pennsylvania	$46.8M	-$897K	2	0.46%	Reduced
361	TI Trigran Investments Northbrook, Illinois	$46.4M	-$1.33M	1	8.4%	Reduced
362	TIA Tandem Investment Advisors Charleston, South Carolina	$46.2M	+$5.34M	2	5.66%	Increased
363	HCM Howland Capital Management Boston, Massachusetts	$46.1M	+$253K	4	3.04%	Increased
364	Gotham Asset Management New York	$46M	+$11.1M	15	1.48%	Increased
365	Kennedy Capital Management St Louis, Missouri	$45.2M	-$16.1M	9	1.29%	Reduced
366	Pinnacle Associates New York	$44.8M	-$1.11M	10	1.06%	Reduced
367	Confluence Investment Management St. Louis, Missouri	$44.6M	-$1.01M	3	0.73%	Reduced
368	Carillon Tower Advisers St. Petersburg, Florida	$44.4M	+$18.1M	3	0.59%	Increased
369	ClearBridge Investments (Australia) Sydney, Australia	$44.2M	-$1.23M	1	2.31%	Reduced
370	Nomura Holdings Tokyo, Japan	$44.2M	+$30.2M	8	0.1%	Increased
371	Rathbones Group Liverpool, United Kingdom	$43.7M	+$3.79M	6	0.75%	Increased
372	Point72 Asset Management Stamford, Connecticut	$43.5M	+$9.66M	6	0.22%	Increased
373	Virginia Retirement Systems Richmond, Virginia	$43.3M	-$225K	9	0.49%	Reduced
374	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$43.3M	-$879K	2	5.28%	Reduced
375	Channing Capital Management Chicago, Illinois	$42.9M	-$2.35M	1	2.33%	Reduced