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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	DAC Dividend Assets Capital Ridgeland, South Carolina	$29.7M	-$1.08M	3	4.7%	Reduced
452	MUFG Americas New York	$29.1M	-$5.63M	7	0.82%	Reduced
453	Regions Financial Corp Birmingham, Alabama	$29.1M	-$43.2M	4	0.33%	Reduced
454	Scotia Capital Toronto, Ontario, Canada	$29M	-$14.2M	7	0.35%	Reduced
455	Palisade Capital Management Fort Lee, New Jersey	$29M	+$555K	3	0.9%	Increased
456	Brinker Capital Berwyn, Pennsylvania	$28.7M	-$67.8K	10	1.05%	Reduced
457	MBA Maple-Brown Abbott Barangaroo, Australia	$28.7M	+$1.5M	1	2.43%	Increased
458	Baillie Gifford & Co Edinburgh, United Kingdom	$28.6M	+$4.79M	2	0.03%	Increased
459	Wilmington Savings Fund Society Wilmington, Delaware	$28.4M	-$6.17M	5	1.54%	Reduced
460	Assenagon Asset Management Senningerberg, Luxembourg	$28.3M	-$1.23M	11	0.21%	Reduced
461	FCI Financial Counselors Inc Overland Park, Kansas	$28.1M	-$5.82M	6	1.14%	Reduced
462	Colony Group Boston, Massachusetts	$28.1M	-$4.18M	6	0.89%	Reduced
463	Commerce Bank Kansas City, Missouri	$28.1M	-$9.25M	10	0.31%	Reduced
464	WorldQuant Millennium Advisors New York	$28M	+$26.4M	3	0.53%	Increased
465	PL Polianta Ltd St Helier, Jersey	$27.9M	$0	2	12.04%	Maintained
466	B BP London, United Kingdom	$27.8M	-$11.5M	6	1.03%	Reduced
467	Meyer Handelman Company Rye Brook, New York	$27.8M	-$16.8M	3	1.42%	Reduced
468	Cooperman Leon G	$27.5M	-$16.8M	1	1.63%	Reduced
469	Hancock Whitney Gulfport, Mississippi	$27.5M	-$1.75M	10	0.88%	Reduced
470	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$27.4M	-$31.5K	7	1.11%	Reduced
471	People's United Financial Bridgeport, Connecticut	$27.2M	-$4.9M	6	0.74%	Reduced
472	FFA First Foundation Advisors Irvine, California	$27.1M	+$10.7M	4	1.52%	Increased
473	First Eagle Investment Management New York	$27.1M	$0	1	0.07%	Maintained
474	Laurion Capital Management New York	$26.9M	+$30.3M	6	0.26%	Increased
475	Crossmark Global Holdings Houston, Texas	$26.8M	-$2.39M	14	0.75%	Reduced