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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	Första AP-fonden Stockholm, Sweden	$50.4M	-$12.4M	6	0.59%	Reduced
352	Swiss Life Asset Management Zurich,	$50M	+$9.49M	12	0.75%	Increased
353	State of Alaska Department of Revenue Juneau, Alaska	$49.9M	+$1.81M	20	0.59%	Increased
354	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$49.7M	-$121K	2	2.78%	Reduced
355	Picton Mahoney Asset Management Toronto, Ontario, Canada	$49.5M	+$30.3M	3	2.2%	Increased
356	Lazard Frères Gestion Paris, France	$48.7M	+$2.19M	1	1.8%	Increased
357	Colony Group Boston, Massachusetts	$48.3M	-$216M	9	0.71%	Reduced
358	John W. Bristol & Co New York	$48M	+$55.9K	2	0.99%	Increased
359	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$48M	+$15.9M	11	2.49%	Increased
360	AQR Arbitrage Greenwich, Connecticut	$47.9M	+$27.4M	2	1.47%	Increased
361	SG Americas Securities New York	$47.8M	+$22.2M	29	0.56%	Increased
362	Fjarde Ap-fonden Stockholm, Sweden	$47.3M	-$15.9M	6	0.64%	Reduced
363	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$47.1M	-$437K	1	3.42%	Reduced
364	Glenmede Trust Philadelphia, Pennsylvania	$47M	-$1.09M	15	0.27%	Reduced
365	Guggenheim Capital Chicago, Illinois	$46.8M	-$120K	11	0.39%	Reduced
366	EULAV Asset Management Sarasota, Florida	$46.7M	-$6.35M	5	1.84%	Reduced
367	BFO Boston Family Office Boston, Massachusetts	$46.4M	+$626K	6	3.72%	Increased
368	Soros Fund Management New York	$46.3M	+$46.9M	1	0.71%	New
369	Cetera Advisor Networks El Segundo, California	$46M	+$2.41M	19	0.34%	Increased
370	CGA Crescent Grove Advisors Lake Forest, Illinois	$46M	$0	2	5.34%	Maintained
371	Markel Group Glen Allen, Virginia	$45.4M	$0	1	0.58%	Maintained
372	HCM Howland Capital Management Boston, Massachusetts	$45.3M	+$1.4M	5	2.74%	Increased
373	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$45.2M	-$3.29M	6	1.73%	Reduced
374	Cambridge Investment Research Advisors Fairfield, Iowa	$43.8M	-$2.39M	22	0.21%	Reduced
375	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$43.7M	+$230K	2	5.28%	Increased