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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	IC Impactive Capital New York City, New York	$33.6M	-$11.8M	1	10.7%	Reduced
402	PC Plaisance Capital Denver, Colorado	$33.4M	-$2.4M	1	35.44%	Reduced
403	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$33M	-$1.71M	17	0.39%	Reduced
404	Point72 Asset Management Stamford, Connecticut	$32.9M	-$72.2M	5	0.21%	Reduced
405	DnB Asset Management Oslo, Norway	$32.9M	+$1.98M	6	0.39%	Increased
406	Prudential plc London, England, United Kingdom	$32.9M	+$416K	3	0.16%	Increased
407	LIA LS Investment Advisors Bloomfield Hills, Michigan	$32.7M	-$2.97M	15	2.03%	Reduced
408	Emerald Advisers Leola, Pennsylvania	$32.7M	-$241K	3	1.43%	Reduced
409	Private Management Group Irvine, California	$32.7M	-$1.77M	1	2.27%	Reduced
410	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$32.6M	+$49.5K	3	1.92%	Increased
411	Junto Capital Management New York	$32.5M	+$31.6M	1	1.39%	New
412	ELI Empire Life Investments Toronto, Ontario, Canada	$32.4M	-$18.2M	4	2.85%	Reduced
413	SM Sunriver Management Greenwich, Connecticut	$32.3M	+$4.84M	1	5.1%	Increased
414	Regions Financial Corp Birmingham, Alabama	$32.2M	-$2M	5	0.37%	Reduced
415	Gotham Asset Management New York	$32.2M	-$5.49M	13	0.96%	Reduced
416	Cambridge Investment Research Advisors Fairfield, Iowa	$31.6M	+$3.94M	17	0.24%	Increased
417	Nicholas Company Milwaukee, Wisconsin	$31.5M	+$29.1M	1	0.73%	New
418	CIP Champlain Investment Partners Burlington, Vermont	$31.2M	+$8.07M	1	0.22%	Increased
419	Glenview Trust Louisville, Kentucky	$31.2M	-$1.56M	4	1.78%	Reduced
420	E. Ohman J:or Asset Management Stockholm, Sweden	$31.2M	+$4.77M	6	1.79%	Increased
421	BCM BTR Capital Management Oakland, California	$31.1M	+$927K	6	5.83%	Increased
422	MTC McDaniel Terry & Co Austin, Texas	$31M	-$2.6M	1	4.72%	Reduced
423	H Hexavest Montreal, Quebec, Canada	$30.9M	-$1.59M	4	0.72%	Reduced
424	Crossmark Global Holdings Houston, Texas	$30.9M	+$7.5M	13	0.9%	Increased
425	Bridges Investment Management Omaha, Nebraska	$30.8M	-$969K	4	1.12%	Reduced