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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	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$52.9M	+$34.6M	19	0.52%	Increased
352	Factory Mutual Insurance Waltham, Massachusetts	$52.7M	$0	2	0.78%	Maintained
353	SIC Schwartz Investment Counsel Plymouth, Michigan	$52.5M	+$7.25M	1	2.21%	Increased
354	Nicholas Company Milwaukee, Wisconsin	$52.5M	-$5.57M	3	1%	Reduced
355	MD Money Design Tokyo, Japan	$52.3M	-$4.66M	4	3.1%	Reduced
356	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$52.2M	+$776K	11	2.61%	Increased
357	State of Alaska Department of Revenue Juneau, Alaska	$52.1M	-$612K	20	0.62%	Reduced
358	HCM Howland Capital Management Boston, Massachusetts	$51.5M	+$3.13M	4	2.96%	Increased
359	Markel Group Glen Allen, Virginia	$51.2M	$0	1	0.61%	Maintained
360	M Mirova Paris, France	$50.3M	-$39.8M	7	8.86%	Reduced
361	Tudor Investment Corp Stamford, Connecticut	$50.2M	+$6.12M	14	0.6%	Increased
362	BFO Boston Family Office Boston, Massachusetts	$50.1M	-$846K	5	3.84%	Reduced
363	Colony Group Boston, Massachusetts	$49.9M	+$33.1K	8	0.71%	Increased
364	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$49.6M	-$104K	2	2.67%	Reduced
365	WIM Weitz Investment Management Omaha, Nebraska	$49.2M	+$4.53M	1	2.62%	Increased
366	Cetera Advisor Networks El Segundo, California	$49.2M	+$307K	20	0.34%	Increased
367	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$48.8M	+$285K	2	5.32%	Increased
368	IFM Investors Melbourne, Australia	$48.6M	+$6.31M	11	0.64%	Increased
369	AC Avenir Corporation Alexandria, Virginia	$47.9M	+$32.2K	1	4.2%	Increased
370	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$47.5M	-$1.14M	6	1.7%	Reduced
371	Guggenheim Capital Chicago, Illinois	$47M	-$819K	12	0.37%	Reduced
372	Cambridge Investment Research Advisors Fairfield, Iowa	$46.7M	+$1.1M	22	0.21%	Increased
373	Glenmede Trust Philadelphia, Pennsylvania	$46.4M	-$519K	14	0.26%	Reduced
374	INTECH Investment Management West Palm Beach, Florida	$46.3M	-$32M	9	0.48%	Reduced
375	WCM Investment Management Laguna Beach, California	$46.3M	+$25.6M	1	0.14%	Increased