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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
701	Dai-ichi Life Insurance Company Tokyo, Japan	$21.5M	+$4.51M	7	0.5%	Increased
702	Fideuram Asset Management (Ireland) Dublin 1,	$21.2M	+$17.5M	9	0.4%	Increased
703	PM Pembroke Management Montreal, Quebec, Canada	$21.1M	-$13.3M	1	2.73%	Reduced
704	W.H. Reaves & Co Jersey City, New Jersey	$21.1M	+$67.8K	4	0.32%	Increased
705	Concurrent Investment Advisors Tampa, Florida	$20.9M	+$4.69M	17	0.18%	Increased
706	LG LaFleur & Godfrey Grand Rapids, Michigan	$20.8M	-$44.5K	2	2.47%	Reduced
707	IP Isthmus Partners Madison, Wisconsin	$20.7M	+$3.74K	8	2%	Increased
708	HP Hikari Power Tokyo, Japan	$20.6M	-$4.82M	2	2.41%	Reduced
709	AMF Tjänstepension Stockholm, Sweden	$20.5M	$0	1	0.12%	Maintained
710	Weiss Asset Management Boston, Massachusetts	$20.5M	-$13M	7	0.21%	Reduced
711	PFM Premier Fund Managers Guildford, United Kingdom	$20.4M	-$29.2M	3	1.85%	Reduced
712	Kornitzer Capital Management Shawnee Mission, Kansas	$20.4M	-$1.91M	7	0.43%	Reduced
713	WC Wexford Capital West Palm Beach, Florida	$20.3M	+$7.78M	2	2.59%	Increased
714	EI EAM Investors Solana Beach, California	$20.1M	+$9.42M	4	1.79%	Increased
715	BCP BSN Capital Partners London, United Kingdom	$20.1M	+$19.4M	1	0.91%	New
716	AC AltraVue Capital Bellevue, Washington	$20.1M	-$955K	1	1.45%	Reduced
717	One Capital Management Westlake Village, California	$20.1M	+$22.8M	5	0.56%	Increased
718	JMFC J.M. Forbes & Co Boston, Massachusetts	$20M	-$107K	3	1.57%	Reduced
719	ZIG Zuckerman Investment Group Chicago, Illinois	$19.7M	+$8.86K	3	1.66%	Increased
720	CRB Chad R. Baker	$19.6M	+$136K	2	3.17%	Increased
721	Thompson Siegel & Walmsley Richmond, Virginia	$19.5M	-$585K	4	0.35%	Reduced
722	AI Atom Investors Austin, Texas	$19.5M	+$1.03M	13	1.74%	Increased
723	Laird Norton Wetherby Trust Company Seattle, Washington	$19.5M	-$1.52M	14	0.37%	Reduced
724	NONA Ninety One North America New York	$19.5M	+$2.61M	2	0.91%	Increased
725	Local Pensions Partnership Investment London, United Kingdom	$19.4M	$0	1	0.41%	Maintained