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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	Kornitzer Capital Management Shawnee Mission, Kansas	$80.3M	+$453K	4	1.45%	Increased
227	Baird Financial Group Milwaukee, Wisconsin	$79.5M	+$3.32M	15	0.73%	Increased
228	Zacks Investment Management Chicago, Illinois	$78.7M	+$8.3M	8	2.4%	Increased
229	Kayne Anderson Rudnick Investment Management Los Angeles, California	$78.6M	-$1.67M	3	1.19%	Reduced
230	CHAM Clear Harbor Asset Management Stamford, Connecticut	$78.3M	-$1.61M	8	17.04%	Reduced
231	WCMNY Westchester Capital Management (New York) Valhalla, New York	$76.9M	-$51.9M	1	1.76%	Reduced
232	LSV Asset Management Chicago, Illinois	$75.4M	+$37.5M	7	0.15%	Increased
233	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$75.4M	+$2.32M	5	0.67%	Increased
234	GIM GCA Investment Management New York	$73.8M	-$1.72M	5	23.17%	Reduced
235	MVIP Mar Vista Investment Partners Los Angeles, California	$72.7M	+$88.8K	1	4.31%	Increased
236	Williams Jones & Associates New York	$72.6M	+$50.5M	4	2.24%	Increased
237	Elliott Management New York	$72.6M	-$58.6M	1	0.62%	Reduced
238	NSCM New South Capital Management Memphis, Tennessee	$72.2M	-$1.7M	1	1.78%	Reduced
239	DekaBank Deutsche Girozentrale Frankfurt, Germany	$72.1M	-$5.23M	9	0.82%	Reduced
240	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$72.1M	-$77.1M	6	0.19%	Reduced
241	SEI Investments Oaks, Pennsylvania	$71.8M	+$13.8M	21	0.43%	Increased
242	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$71.2M	-$3.53M	1	24.39%	Reduced
243	OCM Osterweis Capital Management San Francisco, California	$71.1M	-$26M	2	4.53%	Reduced
244	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$71.1M	+$681K	5	8.17%	Increased
245	Welch & Forbes Boston, Massachusetts	$70.6M	+$1.01M	7	2.15%	Increased
246	Atalanta Sosnoff Capital New York	$69.8M	-$1.42M	1	2.33%	Reduced
247	D.E. Shaw & Co New York	$69.3M	-$211M	18	0.13%	Reduced
248	HCM Hahn Capital Management Walnut Creek, California	$68.7M	-$12.1M	2	6.58%	Reduced
249	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$68.6M	-$6.73M	1	0.1%	Reduced
250	Macquarie Group Sydney, NSW 2000, Australia	$67.4M	+$11.2M	13	0.13%	Increased