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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	TC TwinBeech Capital Purchase, New York	$40.9M	+$6.36M	6	0.66%	Increased
427	Engineers Gate Manager New York	$40.5M	+$9.49M	18	1.16%	Increased
428	CT Cambridge Trust Cambridge, Massachusetts	$40M	-$1.68M	7	1.67%	Reduced
429	Oregon Public Employees Retirement Fund Tigard, Oregon	$39.8M	+$3.14M	22	0.7%	Increased
430	TCMG TSP Capital Management Group Summit, New Jersey	$39.7M	-$1.23M	4	13.77%	Reduced
431	Evercore Wealth Management New York	$39.5M	-$395K	6	0.66%	Reduced
432	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$39.4M	-$2.02M	1	3.25%	Reduced
433	Klingenstein Fields & Co New York	$39.2M	+$265K	3	1.75%	Increased
434	Glenmede Trust Philadelphia, Pennsylvania	$39.2M	-$8.89M	17	0.2%	Reduced
435	Jefferies Financial Group New York	$38.8M	+$15.9M	8	0.25%	Increased
436	Arrowstreet Capital Boston, Massachusetts	$38.6M	-$37.7M	7	0.04%	Reduced
437	PL Polianta Ltd St Helier, Jersey	$38.6M	$0	3	22.5%	Maintained
438	Meag Munich Ergo Munich, Germany	$38.5M	+$4.95M	1	1.46%	Increased
439	D.A. Davidson & Co Great Falls, Montana	$38.5M	+$364K	21	0.38%	Increased
440	PineBridge Investments New York	$38.5M	+$3.15M	7	0.36%	Increased
441	Scout Investments Kansas City, Missouri	$38.4M	+$14.6M	3	0.96%	Increased
442	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$38.2M	+$16M	10	0.18%	Increased
443	Kornitzer Capital Management Shawnee Mission, Kansas	$38M	-$3.51M	4	0.74%	Reduced
444	Cresset Asset Management Chicago, Illinois	$37.9M	+$2.59M	15	0.23%	Increased
445	NPIC Neumeier Poma Investment Counsel Carmel, California	$37.8M	+$31.1K	1	3.37%	Increased
446	SCM Sandler Capital Management New York	$37.7M	+$20.1M	2	3.12%	Increased
447	Fenimore Asset Management Cobleskill, New York	$37.4M	+$663K	2	0.87%	Increased
448	Magellan Asset Management Sydney, Australia	$37.1M	-$49M	7	0.37%	Reduced
449	MassMutual Private Wealth & Trust Windsor, Connecticut	$36.5M	-$208K	24	1.22%	Reduced
450	SCA Southpoint Capital Advisors New York	$36.4M	+$32.3M	1	0.78%	New