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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
401	HFA Harvest Fund Advisors Wayne, Pennsylvania	$26.4M	-$2.24M	1	0.4%	Reduced
402	Asset Management One Tokyo, Japan	$26.2M	+$1.03M	12	0.38%	Increased
403	BB&T Securities Richmond, Virginia	$26.2M	+$11.7M	10	0.43%	Increased
404	Oregon Public Employees Retirement Fund Tigard, Oregon	$26.1M	+$1.26M	9	0.6%	Increased
405	SCI S&CO Inc Boston, Massachusetts	$26.1M	+$365K	1	4.23%	Increased
406	SAM Shell Asset Management The Hague, Netherlands	$25.9M	-$4.37M	8	0.62%	Reduced
407	WP WMS Partners Towson, Maryland	$25.6M	-$224K	3	3.56%	Reduced
408	TA Teton Advisors Rye, New York	$25.5M	-$1.06M	14	2.36%	Reduced
409	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$25.5M	+$4.9M	9	0.54%	Increased
410	Trillium Asset Management Boston, Massachusetts	$25.3M	+$112K	3	1.69%	Increased
411	SW SVB Wealth Boston, Massachusetts	$25.3M	-$2.21M	4	1.03%	Reduced
412	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$25.1M	+$6.31K	2	4.77%	Increased
413	Gofen & Glossberg Chicago, Illinois	$25M	+$923K	5	1.06%	Increased
414	ING Group Amsterdam, Netherlands	$24.9M	-$11.7M	6	0.31%	Reduced
415	SWM Segment Wealth Management Houston, Texas	$24.7M	-$260K	2	9.21%	Reduced
416	ABC Anchor Bolt Capital Chicago, Illinois	$24.6M	-$22.9M	1	0.81%	Reduced
417	GIP Granite Investment Partners El Segundo, California	$24.5M	+$1.01M	3	2.22%	Increased
418	DILH Dai-ichi Life Holdings Tokyo, Japan	$24.2M	+$6.63M	6	0.73%	Increased
419	CEP Chicago Equity Partners Chicago, Illinois	$24.1M	+$6.22M	9	0.7%	Increased
420	CC Cipher Capital New York	$23.9M	+$11.8M	7	2.26%	Increased
421	Martingale Asset Management Boston, Massachusetts	$23.7M	+$1.43M	9	0.47%	Increased
422	Point72 Asset Management Stamford, Connecticut	$23.7M	-$54M	5	0.18%	Reduced
423	Swiss Life Asset Management Zurich,	$23.6M	+$1.66M	4	1%	Increased
424	BPB Badgley, Phelps & Bell Seattle, Washington	$23.5M	+$2.3M	3	2.21%	Increased
425	LCM Logan Capital Management Newtown Square, Pennsylvania	$23.4M	+$2.44M	3	1.88%	Increased