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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	SCI S&CO Inc Boston, Massachusetts	$49.5M	+$14.2K	1	3.86%	Increased
377	Rothschild & Co Asset Management US Stamford, Connecticut	$49.3M	-$31.2M	3	0.61%	Reduced
378	ZP Zimmer Partners New York	$49.2M	+$25.7M	2	0.77%	Increased
379	MC MIG Capital Newport Beach, California	$49M	-$1.46M	1	4.7%	Reduced
380	BFO Boston Family Office Boston, Massachusetts	$48.9M	-$108K	6	3.54%	Reduced
381	HRT Financial New York	$48.8M	+$3.77M	28	0.3%	Increased
382	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$48.5M	-$85.2K	2	2.6%	Reduced
383	Country Trust Bank Bloomington, Illinois	$48.3M	-$15.6M	6	1.42%	Reduced
384	Lazard Frères Gestion Paris, France	$47.5M	+$558K	1	1.33%	Increased
385	Zurich Insurance Group Zurich, Switzerland	$46.5M	+$49.4M	1	0.56%	New
386	Emerald Advisers Leola, Pennsylvania	$45.9M	+$502K	3	1.67%	Increased
387	Epoch Investment Partners New York	$45.7M	-$20.9M	2	0.25%	Reduced
388	MLICM Metropolitan Life Insurance Company (MetLife) New York	$45.3M	-$45.9M	33	0.66%	Reduced
389	D.A. Davidson & Co Great Falls, Montana	$44.8M	+$1.36M	20	0.52%	Increased
390	Confluence Investment Management St. Louis, Missouri	$44.8M	-$6.29M	3	0.63%	Reduced
391	WBC Westpac Banking Corp Sydney, Australia	$44.7M	-$2.62M	8	0.48%	Reduced
392	VI Versor Investments New York	$44.5M	-$3.02M	8	1.37%	Reduced
393	Calamos Advisors Naperville, Illinois	$44.4M	+$2.89M	6	0.19%	Increased
394	Crestwood Advisors Group Boston, Massachusetts	$44.4M	+$2.23M	4	1.26%	Increased
395	Nicholas Company Milwaukee, Wisconsin	$44.4M	+$8.13K	2	0.78%	Increased
396	Mawer Investment Management Calgary, Alberta, Canada	$44.1M	-$51.9K	1	0.21%	Reduced
397	Ingalls & Snyder LLC New York	$44M	+$2.35M	9	2.02%	Increased
398	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$43.9M	-$1.21M	9	1.04%	Reduced
399	RCW Rheos Capital Works Tokyo, Japan	$43.7M	+$6.7M	3	2.25%	Increased
400	Waratah Capital Advisors Toronto, Ontario, Canada	$43M	-$3.13M	8	0.65%	Reduced