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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	Intesa Sanpaolo SpA. Turin, Italy	$35.6M	-$16M	9	2.1%	Reduced
527	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$35.3M	+$1.05M	8	0.28%	Increased
528	Aquatic Capital Management Chicago, Illinois	$35.3M	-$14.2M	19	1.01%	Reduced
529	Allstate Corporation Northbrook, Illinois	$35.2M	+$17.9M	16	0.38%	Increased
530	ExodusPoint Capital Management New York	$35M	-$44.1M	12	0.28%	Reduced
531	PM Pembroke Management Montreal, Quebec, Canada	$34.9M	-$10.2M	1	5.05%	Reduced
532	BW Gestao de Investimentos Sao Paulo, Brazil	$34.9M	-$3.24M	2	1.16%	Reduced
533	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$34.8M	-$971K	6	0.45%	Reduced
534	NewEdge Advisors New Orleans, Louisiana	$34.6M	+$6.08M	27	0.13%	Increased
535	JSC J. Stern & Co London, United Kingdom	$34.3M	-$6.12M	1	3.33%	Reduced
536	OIMU Osmosis Investment Management UK London, United Kingdom	$34.2M	+$4.54M	3	0.92%	Increased
537	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$33.9M	+$6.39M	5	1.27%	Increased
538	MAM Montanaro Asset Management London, United Kingdom	$33.9M	+$6.34M	6	10.12%	Increased
539	DCP Distillate Capital Partners Chicago, Illinois	$33.8M	+$24.1M	3	1.78%	Increased
540	&Partners Nashville, Tennessee	$33.7M	+$169K	23	0.17%	Increased
541	AT Avalon Trust Santa Fe, New Mexico	$33.7M	+$48.4K	8	2.32%	Increased
542	CP CenterBook Partners Greenwich, Connecticut	$33.7M	+$2.31M	19	1.81%	Increased
543	CCP Clarkston Capital Partners Rochester, Michigan	$33.4M	+$31.6M	1	2.55%	Increased
544	Rafferty Asset Management New York	$33.1M	-$6.71M	8	0.13%	Reduced
545	DP DDD Partners Bellevue, Washington	$33.1M	-$1.35M	1	2.28%	Reduced
546	WPC Waters Parkerson & Co New Orleans, Louisiana	$33M	-$104K	2	1.7%	Reduced
547	Homestead Advisers Arlington, Virginia	$33M	-$354K	1	0.89%	Reduced
548	MML Investors Services Springfield, Massachusetts	$32.2M	-$14.2M	19	0.09%	Reduced
549	British Columbia Investment Management Victoria, British Columbia, Canada	$32M	-$11.6M	8	0.19%	Reduced
550	WM Wishbone Management Chicago, Illinois	$31.8M	+$33.2M	1	23.49%	New