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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	Cohen & Steers New York	$52.6M	+$56M	2	0.1%	Increased
402	Aptus Capital Advisors Fairhope, Alabama	$52.5M	+$12.8M	15	0.55%	Increased
403	United Capital Financial Advisors Irving, Texas	$52.5M	-$1.56M	9	0.44%	Reduced
404	MVIP Mar Vista Investment Partners Los Angeles, California	$52.4M	-$3.86M	2	3.59%	Reduced
405	Thompson Siegel & Walmsley Richmond, Virginia	$52.2M	+$5.63M	3	0.81%	Increased
406	British Columbia Investment Management Victoria, British Columbia, Canada	$52.1M	+$7.09M	10	0.31%	Increased
407	Waratah Capital Advisors Toronto, Ontario, Canada	$51.6M	-$17.6M	3	1.73%	Reduced
408	CPI Crestview Partners II New York	$51.6M	$0	1	8.74%	Maintained
409	WCM Investment Management Laguna Beach, California	$51.5M	-$7.99M	2	0.12%	Reduced
410	Rafferty Asset Management New York	$51.1M	+$3.53M	11	0.18%	Increased
411	Martingale Asset Management Boston, Massachusetts	$51M	-$19.3M	16	1.24%	Reduced
412	Wasatch Advisors Salt Lake City, Utah	$50.8M	+$39.4M	3	0.25%	Increased
413	MassMutual Private Wealth & Trust Windsor, Connecticut	$50.6M	-$1M	27	1.42%	Reduced
414	FCM Fernbridge Capital Management Los Angeles, California	$50.4M	-$34.7M	2	2.64%	Reduced
415	Bahl & Gaynor Cincinnati, Ohio	$50.1M	-$1.33M	4	0.27%	Reduced
416	Geneva Capital Management Milwaukee, Wisconsin	$50.1M	-$670K	4	0.87%	Reduced
417	CAPTRUST Financial Advisors Raleigh, North Carolina	$49.5M	+$4M	20	0.14%	Increased
418	Factory Mutual Insurance Waltham, Massachusetts	$49.4M	-$23M	2	0.53%	Reduced
419	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$48M	-$3.69M	4	2.71%	Reduced
420	RIM Ranger Investment Management Dallas, Texas	$47.8M	-$1.13M	2	3.02%	Reduced
421	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$46.8M	+$24M	16	0.49%	Increased
422	WIM Weitz Investment Management Omaha, Nebraska	$46.8M	-$19.3M	2	2.41%	Reduced
423	Carson Wealth (CWM LLC) Omaha, Nebraska	$46.5M	+$1.33M	43	0.19%	Increased
424	Newport Trust Company Washington, District of Columbia	$46.4M	-$10.2M	1	0.11%	Reduced
425	Utah Retirement Systems Salt Lake City, Utah	$45.7M	+$16.6K	13	0.5%	Increased