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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
501	PGH Partners Group Holding Baar-Zug, Switzerland	$40.1M	-$7.12M	1	2.71%	Reduced
502	Clark Capital Management Group Philadelphia, Pennsylvania	$39.6M	+$1.3M	4	0.24%	Increased
503	GIG Goodnow Investment Group Darien, Connecticut	$39.5M	+$6.01M	1	3.69%	Increased
504	HP Hikari Power Tokyo, Japan	$39.5M	$0	3	3.11%	Maintained
505	SWM Shepherd Wealth Management Cincinnati, Ohio	$39.5M	+$14.3M	1	27.45%	New
506	Lido Advisors Los Angeles, California	$39.4M	-$2.2M	15	0.12%	Reduced
507	ROC Running Oak Capital Edina, Minnesota	$39.3M	-$6.22M	3	4.93%	Reduced
508	Walleye Capital New York	$39.1M	-$28.7M	8	0.12%	Reduced
509	Soros Fund Management New York	$39.1M	+$2.14M	3	0.45%	Increased
510	North Star Asset Management Neenah, Wisconsin	$38.9M	+$2.25M	5	1.57%	Increased
511	Border to Coast Pensions Partnership Leeds, United Kingdom	$38.6M	-$25.2M	1	0.67%	Reduced
512	Capstone Investment Advisors New York	$38.6M	+$17.4M	6	0.08%	Increased
513	Virginia Retirement Systems Richmond, Virginia	$38M	+$1.6M	9	0.23%	Increased
514	Magellan Asset Management Sydney, Australia	$37.8M	+$1.95M	6	0.46%	Increased
515	NPIC Neumeier Poma Investment Counsel Carmel, California	$37.8M	+$4.98M	1	3.12%	Increased
516	Capital International Sarl Los Angeles, California	$37.5M	+$29.4M	4	0.6%	Increased
517	Wealthfront Advisers Palo Alto, California	$37.4M	+$1.69M	11	0.08%	Increased
518	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$37.3M	+$12.3M	14	1.7%	Increased
519	Aptus Capital Advisors Fairhope, Alabama	$37.3M	-$9.16M	13	0.27%	Reduced
520	Midwest Trust Overland Park, Kansas	$37M	-$256K	8	0.46%	Reduced
521	Carnegie Investment Counsel Pepper Pike, Ohio	$37M	-$3.62M	3	0.68%	Reduced
522	New York Life Investment Management New York	$37M	-$10.8M	12	0.32%	Reduced
523	AIM Avity Investment Management Greenwich, Connecticut	$36.9M	-$426K	1	2.59%	Reduced
524	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$36.8M	-$18.1K	2	3.32%	Reduced
525	Milford Funds Auckland,	$36.8M	+$37.7M	2	0.72%	New