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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
376	SFM Systematic Financial Management Teaneck, New Jersey	$46.6M	-$2.39M	4	1.14%	Reduced
377	GTP Global Thematic Partners New York	$46.5M	-$8.54M	1	1.71%	Reduced
378	AR Advisory Research Chicago, Illinois	$46.2M	-$184K	3	0.74%	Reduced
379	State of Alaska Department of Revenue Juneau, Alaska	$46.2M	+$4.44M	16	0.82%	Increased
380	Chartwell Investment Partners Berywn, Pennsylvania	$46M	+$2.54M	5	1.37%	Increased
381	Avalon Investment & Advisory Houston, Texas	$45.7M	-$5.44M	3	1.36%	Reduced
382	FCM Flinton Capital Management Philadelphia, Pennsylvania	$45.3M	+$10.8M	9	1.47%	Increased
383	Saturna Capital Bellingham, Washington	$44.8M	+$437K	2	1.43%	Increased
384	MetLife Investment Management Whippany, New Jersey	$44.5M	-$49.4M	24	0.53%	Reduced
385	People's United Financial Bridgeport, Connecticut	$44.5M	-$831K	7	1.14%	Reduced
386	Ladenburg Thalmann Financial Services Miami, Florida	$44.2M	-$289K	36	0.41%	Reduced
387	SIM Stelliam Investment Management New York	$44.2M	-$11.2M	1	2.03%	Reduced
388	LCM Lomas Capital Management New York	$44.1M	+$4.42M	1	7.65%	Increased
389	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$43.8M	-$10.4M	17	0.52%	Reduced
390	Bahl & Gaynor Cincinnati, Ohio	$43.6M	-$845K	3	0.46%	Reduced
391	Birch Hill Investment Advisors Boston, Massachusetts	$43.4M	+$72.4K	4	3.45%	Increased
392	MSA Mason Street Advisors Milwaukee, Wisconsin	$43.3M	-$232K	15	0.95%	Reduced
393	Bank of Nova Scotia Toronto, Ontario, Canada	$43.3M	-$20.1M	6	0.24%	Reduced
394	ACM Alta Capital Management Salt Lake City, Utah	$43.3M	-$11.3M	3	2.67%	Reduced
395	Oppenheimer Asset Management New York	$43.3M	-$190K	10	1.06%	Reduced
396	Everett Harris & Co Los Angeles, California	$43.2M	-$133K	3	1.18%	Reduced
397	FWSM First Wilshire Securities Management Pasadena, California	$42.9M	-$1.03M	5	12.79%	Reduced
398	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$42.6M	+$389K	5	1.92%	Increased
399	Xact Kapitalforvaltning Stockholm, Sweden	$42.6M	+$1.8M	15	0.91%	Increased
400	Mutual of America Capital Management New York	$42.4M	+$4.08M	15	0.63%	Increased