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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	Andra AP-fonden Goteborg, Sweden	$46.1M	+$6M	7	1.17%	Increased
377	New York Life Investment Management New York	$45.1M	-$26.2M	18	0.47%	Reduced
378	Fuller & Thaler Asset Management San Mateo, California	$44.6M	+$919K	3	0.25%	Increased
379	Ingalls & Snyder LLC New York	$44.4M	+$914K	8	2.12%	Increased
380	SCI S&CO Inc Boston, Massachusetts	$44.3M	-$73.4K	2	3.57%	Reduced
381	SCM Steadfast Capital Management New York	$43.9M	+$42.1M	1	1.17%	New
382	Douglas Lane & Associates New York	$43.6M	-$537K	3	0.7%	Reduced
383	JWCA J.W. Coons Advisors Columbus, Ohio	$43.4M	+$791K	3	11.87%	Increased
384	Private Advisor Group Morristown, New Jersey	$43.2M	-$783K	18	0.38%	Reduced
385	Bahl & Gaynor Cincinnati, Ohio	$43.2M	-$1.29M	4	0.26%	Reduced
386	Brinker Capital Investments Berwyn, Pennsylvania	$43.1M	-$94.8K	12	0.46%	Reduced
387	Orion Portfolio Solutions Omaha, Nebraska	$43.1M	-$94.8K	12	0.46%	Reduced
388	USS Investment Management London, United Kingdom	$42.9M	$0	5	0.51%	Maintained
389	ING Group Amsterdam, Netherlands	$42.6M	+$5.55M	7	0.32%	Increased
390	CAPTRUST Financial Advisors Raleigh, North Carolina	$42.4M	-$28.2M	21	0.17%	Reduced
391	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$42.2M	+$484K	1	2.41%	Increased
392	FCM Fernbridge Capital Management Los Angeles, California	$41.4M	+$12.8M	1	4.1%	Increased
393	Diamond Hill Capital Management Columbus, Ohio	$41.2M	-$2.93M	2	0.19%	Reduced
394	Evercore Wealth Management New York	$40.9M	-$2.14M	5	0.75%	Reduced
395	Creative Planning Overland Park, Kansas	$40.6M	+$1.97M	22	0.05%	Increased
396	Riverbridge Partners Minneapolis, Minnesota	$40.5M	-$2.43M	1	0.51%	Reduced
397	Vest Financial Mclean, Virginia	$40.5M	+$4.3M	3	3.77%	Increased
398	Todd Asset Management Louisville, Kentucky	$40.4M	-$137K	1	0.94%	Reduced
399	Letko, Brosseau & Associates Montreal, Quebec, Canada	$40.4M	-$79.6K	1	0.75%	Reduced
400	SCM Sirios Capital Management Boston, Massachusetts	$40.1M	-$3.76M	1	6.93%	Reduced