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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
426	Intermede Investment Partners London, United Kingdom	$25.1M	+$5.58M	1	2.77%	Increased
427	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$25M	+$20.7M	3	1.47%	Increased
428	BCM Barometer Capital Management Toronto, Ontario, Canada	$24.8M	-$13.4M	2	2.76%	Reduced
429	Virginia Retirement Systems Richmond, Virginia	$24.8M	+$2.52M	7	0.36%	Increased
430	CIBC World Market Toronto, Ontario, Canada	$24.7M	+$1.94M	8	0.09%	Increased
431	MSA Mason Street Advisors Milwaukee, Wisconsin	$24.6M	+$111K	15	0.7%	Increased
432	UMB Bank Kansas City, Missouri	$24.5M	+$2.23M	5	0.99%	Increased
433	Burgundy Asset Management Toronto, Ontario, Canada	$24.3M	-$1.34M	1	0.24%	Reduced
434	CC Cipher Capital New York	$24.3M	-$2.01M	8	1.5%	Reduced
435	Asset Management One Tokyo, Japan	$24.2M	-$3.21M	11	0.36%	Reduced
436	LCM Logan Capital Management Newtown Square, Pennsylvania	$24.2M	+$184K	2	1.98%	Increased
437	CI Cooper Investors Melbourne, Victoria, Australia	$24.1M	+$18.3K	1	4.73%	Increased
438	Miller Howard Investments Kingston, New York	$23.8M	+$1.37M	6	0.44%	Increased
439	Ladenburg Thalmann Financial Services Miami, Florida	$23.8M	+$88.8K	34	0.36%	Increased
440	GVI Green Valley Investors Wilmington, Delaware	$23.4M	-$21.4M	1	1.2%	Reduced
441	DS Dudley & Shanley Palm Beach, Florida	$23.2M	-$362K	1	5.32%	Reduced
442	Mizuho Securities USA New York	$23M	+$23.3M	1	1.91%	New
443	AIM Avity Investment Management Greenwich, Connecticut	$22.9M	-$632K	1	3.54%	Reduced
444	HCM Hutchinson Capital Management San Rafael, California	$22.7M	-$219K	2	7.08%	Reduced
445	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$22.6M	+$2.39M	1	7.18%	Increased
446	Advisors Asset Management Monument, Colorado	$22.6M	-$9.71M	14	0.37%	Reduced
447	Colony Group Boston, Massachusetts	$22.5M	+$7.34M	3	2.5%	Increased
448	CC Capital Counsel New York	$22.3M	-$50.7K	1	1.99%	Reduced
449	ANRF Adams Natural Resources Fund Baltimore, Maryland	$22.3M	$0	1	3.51%	Maintained
450	Ingalls & Snyder LLC New York	$22.3M	-$929K	9	1.24%	Reduced