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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
451	Cookson Peirce & Co Pittsburgh, Pennsylvania	$20.7M	-$1.87M	3	5.48%	Reduced
452	Martingale Asset Management Boston, Massachusetts	$20.4M	-$1.07M	8	0.71%	Reduced
453	Conning Inc Hartford, Connecticut	$20.4M	+$3.94M	6	1.26%	Increased
454	Numeric Investors Boston, Massachusetts	$20.4M	-$5.65M	6	0.34%	Reduced
455	OAM Origin Asset Management London, United Kingdom	$20.3M	+$3.43M	1	1.36%	Increased
456	CCM Cadence Capital Management Boston, Massachusetts	$20.2M	+$4.81M	3	0.77%	Increased
457	TC TFS Capital West Chester, Pennsylvania	$20.2M	+$300K	10	0.96%	Increased
458	BPB Badgley, Phelps & Bell Seattle, Washington	$20M	-$2.36M	2	2.1%	Reduced
459	Sit Investment Associates Minneapolis, Minnesota	$20M	-$977K	2	0.36%	Reduced
460	CIBC Asset Management Toronto, Ontario, Canada	$19.9M	+$4.42M	9	0.12%	Increased
461	BTP Bloom Tree Partners New York	$19.9M	+$2.49M	1	2.72%	Increased
462	SM Stratton Management King Of Prussia, Pennsylvania	$19.7M	-$407K	4	0.93%	Reduced
463	Soros Fund Management New York	$19.6M	-$10.5M	2	0.17%	Reduced
464	GD Grandfield & Dodd New York	$19.4M	-$141K	4	3.16%	Reduced
465	Zurich Cantonal Bank Zurich, Switzerland	$19.4M	-$2.59M	10	0.64%	Reduced
466	ORI Oak Ridge Investments Chicago, Illinois	$19.2M	-$552K	2	0.5%	Reduced
467	Edge Asset Management Seattle, Washington	$19.2M	-$95K	3	0.21%	Reduced
468	Truist Financial Charlotte, North Carolina	$19M	-$703K	7	0.61%	Reduced
469	Ingalls & Snyder LLC New York	$19M	-$149K	9	1.05%	Reduced
470	Envestnet Asset Management Chicago, Illinois	$18.9M	+$9.46M	16	0.22%	Increased
471	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$18.9M	+$3.15M	8	0.66%	Increased
472	MC Martin Currie Edinburgh, United Kingdom	$18.8M	+$16.8M	1	1.73%	New
473	CCI Columbus Circle Investors	$18.7M	-$80.6M	1	0.13%	Reduced
474	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$18.6M	+$290K	3	8.53%	Increased
475	MCM McKinley Capital Management Anchorage, Alaska	$18.5M	+$10.6M	8	0.72%	Increased