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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	Assenagon Asset Management Senningerberg, Luxembourg	$32.8M	-$22.4M	18	0.13%	Reduced
402	USS Investment Management London, United Kingdom	$32.7M	-$11.8M	5	0.48%	Reduced
403	BCP Bayberry Capital Partners New York	$32.5M	+$1.28M	1	9.43%	Increased
404	TCW Group Los Angeles, California	$32.5M	-$2.49M	3	0.47%	Reduced
405	Gulf International Bank (UK) London, United Kingdom	$32.1M	-$66.8K	9	0.6%	Reduced
406	New York Life Investment Management New York	$32M	+$182K	15	0.39%	Increased
407	Utah Retirement Systems Salt Lake City, Utah	$31.9M	+$124K	11	0.53%	Increased
408	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$31.6M	+$1.3M	2	0.57%	Increased
409	Weiss Asset Management Boston, Massachusetts	$31.2M	+$17.5M	4	0.77%	Increased
410	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$30.7M	+$10.6M	7	1.59%	Increased
411	ECP Electron Capital Partners New York	$30.6M	-$9.67M	2	1.35%	Reduced
412	Confluence Investment Management St. Louis, Missouri	$30.3M	-$173K	3	0.5%	Reduced
413	Credit Agricole Montrouge Cedex, France	$30.2M	-$5.96M	5	0.57%	Reduced
414	MD Money Design Tokyo, Japan	$30M	+$20.6M	4	2.12%	Increased
415	Fuller & Thaler Asset Management San Mateo, California	$29.6M	+$717K	3	0.21%	Increased
416	BO BRR OpCo Columbus, Ohio	$29.5M	-$29.4K	1	3.62%	Reduced
417	Creative Planning Overland Park, Kansas	$29.5M	+$2.25M	20	0.05%	Increased
418	WPC Waters Parkerson & Co New Orleans, Louisiana	$29.5M	+$220K	2	1.97%	Increased
419	PL Polianta Ltd St Helier, Jersey	$29.3M	$0	3	24.06%	Maintained
420	ZCM Ziegler Capital Management Chicago, Illinois	$28.9M	-$3.02M	4	1.27%	Reduced
421	Cetera Advisor Networks El Segundo, California	$28.8M	+$3.27M	20	0.36%	Increased
422	AAM Aureus Asset Management Boston, Massachusetts	$28.7M	+$1.19M	2	2.5%	Increased
423	WTA Washington Trust Advisors Wellesley, Massachusetts	$28.7M	+$190K	12	2.69%	Increased
424	Holocene Advisors New York	$28.5M	-$12.9M	10	0.18%	Reduced
425	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$28.3M	+$673K	4	2.2%	Increased