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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	Credit Agricole Montrouge Cedex, France	$42.3M	+$4.18M	7	0.81%	Increased
402	VCM Vigilant Capital Management Portland, Maine	$42.3M	+$278K	10	3.39%	Increased
403	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$42M	+$806K	6	4.58%	Increased
404	Utah Retirement Systems Salt Lake City, Utah	$41.9M	-$2.51M	10	0.57%	Reduced
405	PWAG Polaris Wealth Advisory Group San Rafael, California	$41.8M	+$36.2M	1	2.5%	New
406	FAS Formuepleje A/S Aarhus C, Denmark	$41.4M	+$1.51M	3	1.66%	Increased
407	E. Ohman J:or Asset Management Stockholm, Sweden	$41.1M	-$233K	6	1.29%	Reduced
408	BCM BTR Capital Management Oakland, California	$40.8M	-$2.21M	6	5.06%	Reduced
409	Daiwa Securities Group Tokyo, Japan	$40M	+$59.3K	12	0.26%	Increased
410	CGA Crescent Grove Advisors Lake Forest, Illinois	$39.9M	+$5.37M	2	4.24%	Increased
411	UBS O'Connor Chicago, Illinois	$38.9M	+$4.84M	3	0.31%	Increased
412	Samlyn Capital New York	$38.9M	+$4.84M	1	0.52%	Increased
413	Oppenheimer & Co New York	$38.8M	-$6.18M	14	0.73%	Reduced
414	First Merchants Corp Muncie, Indiana	$38.3M	-$383K	4	2.44%	Reduced
415	Todd Asset Management Louisville, Kentucky	$38.2M	-$241K	1	0.88%	Reduced
416	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$37.8M	+$126K	4	2.31%	Increased
417	AAM Aureus Asset Management Boston, Massachusetts	$37.6M	+$707K	3	2.47%	Increased
418	VHMC Value Holdings Management Company Hampton Bays, New York	$37.3M	-$1.57M	1	8.41%	Reduced
419	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$37M	+$23.3M	5	0.76%	Increased
420	MAP Managed Asset Portfolios Rochester, Michigan	$36.9M	+$896K	1	5.62%	Increased
421	Qube Research & Technologies (QRT) London, United Kingdom	$36.9M	-$15.2M	14	0.46%	Reduced
422	SJIC St. James Investment Company Southlake, Texas	$36.9M	-$3.85M	2	5.39%	Reduced
423	PL Polianta Ltd St Helier, Jersey	$36.4M	-$7.25M	3	16.89%	Reduced
424	Oregon Public Employees Retirement Fund Tigard, Oregon	$36.3M	+$226K	16	0.42%	Increased
425	EWM Endurance Wealth Management Providence, Rhode Island	$36.3M	+$1.21M	10	4.04%	Increased