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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
526	Jain Global New York	$37.4M	+$27.5M	14	0.15%	Increased
527	Medina Value Partners Los Angeles, California	$37.3M	+$22.6M	2	7.32%	Increased
528	Fundsmith Investment Services Grande Riviere Noire, Mauritius	$37.3M	+$15.5M	1	0.82%	Increased
529	Arax Advisory Partners Denver, Colorado	$37.3M	+$23.1M	43	0.25%	Increased
530	Jefferies Financial Group New York	$37.1M	+$17.8M	7	0.24%	Increased
531	Tensile Capital Management Larkspur, California	$37.1M	+$2.85M	1	5.12%	Increased
532	Partners Group Holding Baar-Zug, Switzerland	$37M	-$1.02M	1	2.52%	Reduced
533	North Star Asset Management Neenah, Wisconsin	$36.9M	-$324K	5	1.45%	Reduced
534	Oppenheimer Asset Management New York	$36.8M	-$6.09M	12	0.38%	Reduced
535	Bornite Capital Management New York	$36.6M	+$37.5M	1	4.61%	New
536	Diamond Hill Capital Management Columbus, Ohio	$36.5M	+$28.3M	2	0.29%	Increased
537	Steward Partners Investment Advisory New York	$36.4M	-$1.44M	31	0.19%	Reduced
538	PDT Partners New York	$35.9M	-$1.74M	6	1.88%	Reduced
539	Artisan Partners Milwaukee, Wisconsin	$35.8M	-$271M	2	0.06%	Reduced
540	Aptus Capital Advisors Fairhope, Alabama	$35.5M	+$7.56M	12	0.24%	Increased
541	BDF Gestion Paris, France	$35.2M	-$529K	3	4.72%	Reduced
542	Dearborn Partners Chicago, Illinois	$35M	-$5.22M	4	1.98%	Reduced
543	New York Life Investment Management New York	$35M	-$9.08M	11	0.24%	Reduced
544	J. Goldman & Co New York	$34.9M	+$33M	1	0.9%	New
545	Wedge Capital Management Charlotte, North Carolina	$34.7M	+$6.17M	4	0.57%	Increased
546	AGF Management Toronto, Ontario, Canada	$34.5M	-$10.8M	6	0.13%	Reduced
547	Elo Mutual Pension Insurance Espoo, Finland	$34.5M	-$4.58M	11	0.44%	Reduced
548	Emory University Atlanta, Georgia	$34.3M	+$49K	1	21.44%	Increased
549	Prospera Financial Services Dallas, Texas	$34.2M	+$4.87M	10	0.5%	Increased
550	British Columbia Investment Management Victoria, British Columbia, Canada	$34.1M	+$2.29M	8	0.21%	Increased