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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
476	HCC Hill City Capital Boston, Massachusetts	$39.4M	$0	1	2.52%	Maintained
477	MFC Mechanics Financial Corp Mansfield, Ohio	$39.1M	-$32.5K	3	17.57%	Reduced
478	Bradley Foster & Sargent Hartford, Connecticut	$38.9M	+$17.7K	8	0.65%	Increased
479	NAAA New Age Alpha Advisors Rye, New York	$38.9M	+$41.5M	18	1.57%	Increased
480	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$38.8M	-$40.5M	12	0.18%	Reduced
481	Crossmark Global Holdings Houston, Texas	$38.6M	+$3.09M	21	0.7%	Increased
482	Groupama Asset Management Paris, France	$38.6M	-$3.92M	7	0.77%	Reduced
483	WPC Waters Parkerson & Co New Orleans, Louisiana	$38.5M	-$123K	2	2.03%	Reduced
484	Oregon Public Employees Retirement Fund Tigard, Oregon	$38.5M	+$27.7K	23	0.71%	Increased
485	Fenimore Asset Management Cobleskill, New York	$37.7M	-$660K	2	0.79%	Reduced
486	OFI Invest Asset Management Paris, France	$37.6M	+$42.2M	6	0.89%	New
487	Guinness Asset Management London, United Kingdom	$37.5M	+$3.63M	3	0.71%	Increased
488	JSC J. Stern & Co London, United Kingdom	$37.3M	+$2.2M	1	3.52%	Increased
489	Cullen/Frost Bankers San Antonio, Texas	$36.9M	+$1.28M	17	0.5%	Increased
490	Ethic Inc New York	$36.9M	+$1.71M	17	0.74%	Increased
491	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$36.9M	+$228K	1	2.11%	Increased
492	Mediolanum International Funds Dublin 1, Ireland	$36.2M	+$15.3M	4	0.47%	Increased
493	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$36M	+$10.6M	6	0.31%	Increased
494	Nippon Life Global Investors Americas New York	$36M	-$4.44M	2	1.66%	Reduced
495	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$35.8M	+$37.9M	13	0.51%	New
496	VHMC Value Holdings Management Company Hampton Bays, New York	$35.6M	$0	1	6.24%	Maintained
497	AIM Avity Investment Management Greenwich, Connecticut	$35M	-$472K	1	2.74%	Reduced
498	Waverton Investment Management London, United Kingdom	$34.8M	$0	1	0.55%	Maintained
499	Peregrine Capital Management Minneapolis, Minnesota	$34.5M	+$577K	4	1.02%	Increased
500	Atria Investments Charlotte, North Carolina	$34.4M	-$1.63M	16	0.43%	Reduced