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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	Suntrust Banks Atlanta, Georgia	$76.9M	+$2.82M	14	0.48%	Increased
227	Kayne Anderson Rudnick Investment Management Los Angeles, California	$76.7M	-$2.34M	3	1.25%	Reduced
228	HCM Hahn Capital Management Walnut Creek, California	$76M	+$6.18M	2	7.19%	Increased
229	Duff & Phelps Investment Management Chicago, Illinois	$75.9M	-$722K	3	1.2%	Reduced
230	RHBC R.H. Bluestein & Co Birmingham, Michigan	$75.5M	-$35M	7	5.45%	Reduced
231	WAM Water Asset Management New York	$74.9M	-$24.2M	11	73.45%	Reduced
232	DekaBank Deutsche Girozentrale Frankfurt, Germany	$74.4M	-$19.9M	10	0.88%	Reduced
233	GVI Green Valley Investors Wilmington, Delaware	$74.2M	-$6.7M	1	1.81%	Reduced
234	Atalanta Sosnoff Capital New York	$72.8M	-$2.88M	1	2.29%	Reduced
235	Baird Financial Group Milwaukee, Wisconsin	$71.8M	+$3.82M	14	0.69%	Increased
236	GIM GCA Investment Management New York	$71.7M	+$5.61M	5	25.06%	Increased
237	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$71.5M	+$2.65M	5	0.72%	Increased
238	ACM Argent Capital Management St Louis, Missouri	$71.1M	+$1.4M	2	3.24%	Increased
239	Bridgeway Capital Management Houston, Texas	$70.6M	+$34.8M	9	1.19%	Increased
240	PAR Capital Management Boston, Massachusetts	$69.6M	+$12.3M	2	1.12%	Increased
241	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$69.6M	-$395M	3	0.11%	Reduced
242	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$68.4M	+$1.24M	5	8.05%	Increased
243	MVIP Mar Vista Investment Partners Los Angeles, California	$68.3M	-$1.71M	1	4.2%	Reduced
244	Welch & Forbes Boston, Massachusetts	$68.1M	+$3.33M	8	2.12%	Increased
245	NSCM New South Capital Management Memphis, Tennessee	$67.7M	+$2.26M	1	1.63%	Increased
246	Gateway Investment Advisers Cincinnati, Ohio	$67.4M	-$4.39M	7	0.58%	Reduced
247	1832 Asset Management Toronto, Ontario, Canada	$67.2M	-$22.7M	5	0.16%	Reduced
248	Zacks Investment Management Chicago, Illinois	$67M	+$1.93M	5	2.13%	Increased
249	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$66.5M	-$11.4M	5	1.34%	Reduced
250	SCA Salient Capital Advisors Houston, Texas	$65.5M	+$21.6M	1	1.85%	Increased