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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
626	JHP James Hambro & Partners London, United Kingdom	$17.2M	+$1.67M	2	1.59%	Increased
627	WC Woodstock Corp Boston, Massachusetts	$17.1M	-$72.6K	2	2.18%	Reduced
628	Maryland State Retirement & Pension System Baltimore, Maryland	$17.1M	+$13.4M	9	0.59%	Increased
629	IHL Investment House LLC Redondo Beach, California	$17.1M	+$94.7K	1	1.32%	Increased
630	Aristotle Atlantic Partners Sarasota, Florida	$16.9M	-$5.19M	3	1.24%	Reduced
631	FSA Franklin Street Advisors Chapel Hill, North Carolina	$16.8M	+$7.04M	2	1.56%	Increased
632	Ameritas Investment Partners Lincoln, Nebraska	$16.8M	-$530K	36	0.64%	Reduced
633	NRS Neville Rodie & Shaw New York	$16.8M	-$200K	5	1.39%	Reduced
634	CAM ClariVest Asset Management San Diego, California	$16.8M	+$1.78M	7	0.59%	Increased
635	Stephens Inc Little Rock, Arkansas	$16.7M	+$5.36M	10	0.27%	Increased
636	PP Patten & Patten Chattanooga, Tennessee	$16.6M	+$25.3K	4	1.36%	Increased
637	PA Prism Advisors Studio City, California	$16.6M	-$293K	2	5.98%	Reduced
638	UAS United Asset Strategies Garden City, New York	$16.5M	+$848K	2	2.39%	Increased
639	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$16.5M	-$1.14M	2	1.34%	Reduced
640	AIC AWM Investment Company New York	$16.4M	-$140K	1	1.83%	Reduced
641	SM Saya Management New York	$16.4M	+$16.2M	1	11.6%	New
642	New Mexico Educational Retirement Board Santa Fe, New Mexico	$16.3M	-$954K	9	0.65%	Reduced
643	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$16.3M	-$89.6K	1	3.43%	Reduced
644	RIG Renaissance Investment Group Lenox, Massachusetts	$16.3M	+$897K	4	4.49%	Increased
645	Jensen Investment Management Lake Oswego, Oregon	$16.2M	-$53.2K	1	0.13%	Reduced
646	NGM North Growth Management Vancouver, British Columbia, Canada	$16.2M	$0	2	2.86%	Maintained
647	MCM McKinley Capital Management Anchorage, Alaska	$16.1M	+$1.24M	3	1.22%	Increased
648	AQR Arbitrage Greenwich, Connecticut	$16.1M	+$14.1M	1	0.58%	Increased
649	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$16.1M	+$16.1M	4	5.06%	New
650	ORI Oak Ridge Investments Chicago, Illinois	$16M	+$291K	2	1.49%	Increased