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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	CT Cambridge Trust Cambridge, Massachusetts	$40M	-$5.99M	6	1.81%	Reduced
402	Crestwood Advisors Group Boston, Massachusetts	$39.9M	-$123K	3	1.25%	Reduced
403	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$39.2M	+$4.86M	10	0.6%	Increased
404	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$39M	-$11.6M	1	2.83%	Reduced
405	Bank of Nova Scotia Toronto, Ontario, Canada	$39M	+$1.51M	9	0.1%	Increased
406	Canoe Financial Calgary, Alberta, Canada	$38.9M	-$29.7M	1	0.81%	Reduced
407	Utah Retirement Systems Salt Lake City, Utah	$38.8M	-$897K	11	0.54%	Reduced
408	Great Lakes Advisors Chicago, Illinois	$38.6M	-$18.6M	10	0.39%	Reduced
409	Kornitzer Capital Management Shawnee Mission, Kansas	$38.5M	+$11M	4	0.76%	Increased
410	SJIC St. James Investment Company Southlake, Texas	$38.4M	-$872K	1	5.59%	Reduced
411	BCM Bornite Capital Management New York	$38.4M	+$6.31M	3	7.42%	Increased
412	NPIC Neumeier Poma Investment Counsel Carmel, California	$38.1M	-$2.39M	1	3.49%	Reduced
413	Polar Asset Management Partners Toronto, Ontario, Canada	$38.1M	+$19.4M	5	0.68%	Increased
414	NIG NFJ Investment Group Dallas, Texas	$38M	+$576K	6	1.01%	Increased
415	HRT Financial New York	$38M	-$46.9M	15	0.36%	Reduced
416	TCMG TSP Capital Management Group Summit, New Jersey	$37.8M	-$238K	4	13.65%	Reduced
417	PL Polianta Ltd St Helier, Jersey	$37.4M	+$878K	4	17.35%	Increased
418	Eagle Asset Management St Petersburg, Florida	$37.4M	+$653K	2	0.21%	Increased
419	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$37.4M	+$507K	4	2.45%	Increased
420	NC Nekton Capital London, United Kingdom	$37.3M	$0	1	6.11%	Maintained
421	SG Americas Securities New York	$37M	-$13.9M	18	0.28%	Reduced
422	Brookfield Corp Toronto, Ontario, Canada	$36.6M	-$84.6M	6	0.14%	Reduced
423	MC MIG Capital Newport Beach, California	$36.6M	$0	1	6.62%	Maintained
424	Xponance Philadelphia, Pennsylvania	$36.5M	-$355K	15	0.49%	Reduced
425	D.A. Davidson & Co Great Falls, Montana	$36.5M	+$2.81M	21	0.39%	Increased