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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	WPC Waters Parkerson & Co New Orleans, Louisiana	$41.8M	-$1.63M	2	2.22%	Reduced
452	Commerce Bank Kansas City, Missouri	$41.8M	+$5.3M	13	0.27%	Increased
453	CPI Crestview Partners II New York	$41.7M	$0	1	6.62%	Maintained
454	Ferguson Wellman Capital Management Portland, Oregon	$41.4M	+$39.4M	5	0.84%	Increased
455	SC Shellback Capital Boston, Massachusetts	$41.4M	+$25.1M	1	3.04%	Increased
456	NPIC Neumeier Poma Investment Counsel Carmel, California	$41M	-$1.39M	1	3.75%	Reduced
457	MML Investors Services Springfield, Massachusetts	$40.9M	-$7.61M	19	0.17%	Reduced
458	PL Polianta Ltd St Helier, Jersey	$40.7M	$0	3	20.6%	Maintained
459	Tower Research Capital (TRC) New York	$40.4M	+$20.4M	46	0.68%	Increased
460	GIP Granite Investment Partners El Segundo, California	$40.3M	-$1.92M	7	1.67%	Reduced
461	Ethic Inc New York	$40.3M	+$3.12M	18	0.94%	Increased
462	Kornitzer Capital Management Shawnee Mission, Kansas	$40.2M	-$2.01M	4	0.76%	Reduced
463	Border to Coast Pensions Partnership Leeds, United Kingdom	$40M	+$18.2M	3	0.94%	Increased
464	Railway Pension Investments London, United Kingdom	$39.9M	+$3.13M	2	0.48%	Increased
465	Fenimore Asset Management Cobleskill, New York	$39.8M	+$802K	2	0.87%	Increased
466	IEFM IQ EQ Fund Management Dublin 2, Ireland	$39.8M	+$4.53M	17	4.56%	Increased
467	Thompson Siegel & Walmsley Richmond, Virginia	$39.7M	+$7.25M	3	0.64%	Increased
468	CIBC World Markets New York	$39.4M	-$16.5M	10	0.26%	Reduced
469	JSC J. Stern & Co London, United Kingdom	$39.3M	+$977K	1	4.68%	Increased
470	Zacks Investment Management Chicago, Illinois	$39.1M	-$36.8M	10	0.44%	Reduced
471	Glenmede Trust Philadelphia, Pennsylvania	$39.1M	-$1.62M	18	0.2%	Reduced
472	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$39M	-$664K	1	3.3%	Reduced
473	Evercore Wealth Management New York	$39M	-$1.6M	7	0.61%	Reduced
474	Oppenheimer & Co New York	$39M	+$551K	16	0.62%	Increased
475	Whittier Trust South Pasadena, California	$38.9M	+$897K	24	0.55%	Increased