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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
226	VDBMI Van Den Berg Management I Austin, Texas	$77.5M	+$8.54M	2	6.03%	Increased
227	SEI Trust Company Oaks, Pennsylvania	$77.3M	+$5.63M	16	0.73%	Increased
228	Analytic Investors Los Angeles, California	$76.2M	+$8.46M	5	1.26%	Increased
229	Calamos Advisors Naperville, Illinois	$75.9M	-$297K	4	0.48%	Reduced
230	Kayne Anderson Rudnick Investment Management Los Angeles, California	$75.6M	-$1.17M	3	1.27%	Reduced
231	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$75.5M	-$14.8M	5	0.95%	Reduced
232	NMM NGP MR Management Dallas, Texas	$75.1M	+$69.4M	1	78.15%	New
233	ACI AMP Capital Investors Sydney, Australia	$74.4M	-$6.33M	10	0.52%	Reduced
234	Natixis Paris, France	$74.4M	+$50.1M	5	0.64%	Increased
235	MSA Mason Street Advisors Milwaukee, Wisconsin	$74.4M	+$19.3M	16	0.61%	Increased
236	Winton Capital Management London, United Kingdom	$73.8M	+$24.2M	5	0.66%	Increased
237	AIG American International Group New York	$72.5M	-$4.97M	34	0.35%	Reduced
238	Mackenzie Financial Toronto Ontario, Ontario, Canada	$72.5M	-$97.2M	6	0.37%	Reduced
239	Bahl & Gaynor Cincinnati, Ohio	$71.7M	-$350K	3	1.18%	Reduced
240	CHAM Clear Harbor Asset Management Stamford, Connecticut	$70.7M	+$1.07M	8	17.78%	Increased
241	TPSF Texas Permanent School Fund Austin, Texas	$70.7M	-$4.08M	13	0.7%	Reduced
242	Two Sigma Investments New York	$70.1M	-$22.6M	17	0.39%	Reduced
243	State of Michigan Retirement System Lansing, Michigan	$68.5M	+$1.08M	7	0.52%	Increased
244	RHBC R.H. Bluestein & Co Birmingham, Michigan	$67.3M	+$199K	9	4.23%	Increased
245	Kornitzer Capital Management Shawnee Mission, Kansas	$66.1M	-$8.1M	5	0.71%	Reduced
246	Baillie Gifford & Co Edinburgh, United Kingdom	$65.9M	$0	5	0.16%	Maintained
247	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$65.8M	-$675K	4	8.21%	Reduced
248	FWSM First Wilshire Securities Management Pasadena, California	$65.8M	+$3.12M	5	10.13%	Increased
249	Covington Capital Management Los Angeles, California	$65.3M	+$161K	9	6.64%	Increased
250	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$65.3M	+$4.78M	12	0.4%	Increased