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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	Norinchukin Bank Tokyo, Japan	$46.5M	-$23.9M	7	1%	Reduced
352	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$46.5M	+$12.5M	7	1.89%	Increased
353	State of Alaska Department of Revenue Juneau, Alaska	$46.2M	+$2.19M	18	0.58%	Increased
354	Assenagon Asset Management Senningerberg, Luxembourg	$46M	+$9.83M	20	0.17%	Increased
355	CGA Crescent Grove Advisors Lake Forest, Illinois	$45.5M	-$1.34M	2	4.74%	Reduced
356	NIG NFJ Investment Group Dallas, Texas	$45.5M	-$20.4M	7	1.19%	Reduced
357	Lazard Frères Gestion Paris, France	$45.1M	+$4.54M	1	1.64%	Increased
358	TCW Group Los Angeles, California	$45.1M	+$2.29M	2	0.65%	Increased
359	PCP P2 Capital Partners New York	$44.9M	$0	1	5.93%	Maintained
360	Cambridge Investment Research Advisors Fairfield, Iowa	$44.9M	+$2.3M	21	0.23%	Increased
361	Guggenheim Capital Chicago, Illinois	$44.5M	-$9.1M	13	0.39%	Reduced
362	BFO Boston Family Office Boston, Massachusetts	$43.7M	-$200K	6	3.63%	Reduced
363	Connectus Wealth Cincinnati, Ohio	$42.5M	-$893K	4	1%	Reduced
364	John W. Bristol & Co New York	$42.3M	-$59.4M	2	1.01%	Reduced
365	Cetera Advisor Networks El Segundo, California	$42.1M	+$9.9M	19	0.34%	Increased
366	HCM Howland Capital Management Boston, Massachusetts	$41.8M	-$750K	5	2.58%	Reduced
367	Evercore Wealth Management New York	$41.7M	-$2.29M	5	0.87%	Reduced
368	Diamond Hill Capital Management Columbus, Ohio	$41.3M	-$2.25M	2	0.19%	Reduced
369	GIP Granite Investment Partners El Segundo, California	$41.1M	+$1.4M	4	1.71%	Increased
370	Todd Asset Management Louisville, Kentucky	$40.9M	+$16.5K	1	0.99%	Increased
371	Ingalls & Snyder LLC New York	$40.8M	-$801K	8	2.22%	Reduced
372	Stock Yards Bank & Trust Louisville, Kentucky	$40.7M	+$185K	6	1.6%	Increased
373	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$40.5M	-$840K	2	5.38%	Reduced
374	SIC Schwartz Investment Counsel Plymouth, Michigan	$40.3M	$0	1	1.83%	Maintained
375	Markel Group Glen Allen, Virginia	$39.9M	$0	1	0.54%	Maintained