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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	Union Bancaire Privee Geneva 1, Switzerland	$60M	-$21.4M	10	0.83%	Reduced
402	Quilter Plc London, United Kingdom	$59.8M	-$20.6M	4	1.05%	Reduced
403	CPI Crestview Partners II New York	$59.7M	$0	1	17.5%	Maintained
404	Cambridge Investment Research Advisors Fairfield, Iowa	$58.8M	-$1.87M	25	0.15%	Reduced
405	Los Angeles Capital Management Los Angeles, California	$58.7M	-$25.3M	28	0.23%	Reduced
406	Silvercrest Asset Management New York	$58.5M	-$21.9M	8	0.42%	Reduced
407	Johnson Investment Counsel Cincinnati, Ohio	$58.3M	-$14M	13	0.47%	Reduced
408	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$57.7M	-$19.7M	7	1.34%	Reduced
409	IEQ Capital Foster City, California	$57.7M	-$23.5M	15	0.27%	Reduced
410	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$57.7M	+$12.4M	14	2.88%	Increased
411	IFM Investors Melbourne, Australia	$57.6M	+$239K	12	0.48%	Increased
412	INTECH Investment Management West Palm Beach, Florida	$56.8M	+$8.17M	26	0.56%	Increased
413	State of Alaska Department of Revenue Juneau, Alaska	$56.5M	+$8.2M	32	0.61%	Increased
414	Needham Investment Management New York	$55.1M	+$11.6M	6	2.82%	Increased
415	Factory Mutual Insurance Waltham, Massachusetts	$54.8M	+$5.1M	2	0.62%	Increased
416	O'Shaughnessy Asset Management Stamford, Connecticut	$54.2M	+$6.77M	27	0.27%	Increased
417	NEOS Investment Management Westport, Connecticut	$53.3M	+$9.01M	8	0.27%	Increased
418	CAM Capco Asset Management Tampa, Florida	$53.2M	+$14.8M	1	14.51%	Increased
419	Vident Advisory Alpharetta, Georgia	$52.9M	+$333K	21	0.45%	Increased
420	Bridgewater Associates Westport, Connecticut	$52.2M	+$14.4M	14	0.23%	Increased
421	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$52M	-$376K	2	1.81%	Reduced
422	AE Wealth Management Topeka, Kansas	$52M	-$5.75M	16	0.28%	Reduced
423	Magnetar Financial Evanston, Illinois	$51.7M	-$15.4M	5	0.53%	Reduced
424	PineBridge Investments New York	$51.4M	+$9.55M	10	0.43%	Increased
425	MIM Meridiem Investment Management London, United Kingdom	$51.4M	+$55.4M	1	1.31%	Increased