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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	Perkins Investment Management Chicago, Illinois	$89.8M	+$4.07M	1	1.11%	Increased
227	Baird Financial Group Milwaukee, Wisconsin	$88.9M	-$1.09M	13	0.72%	Reduced
228	OA Omega Advisors New York	$86.6M	$0	1	3.49%	Maintained
229	Robeco Institutional Asset Management Rotterdam, Netherlands	$86M	-$36.9M	8	0.57%	Reduced
230	Scout Investments Kansas City, Missouri	$85.8M	-$12.2M	3	2.35%	Reduced
231	Fiera Capital (Canada) Montreal, Quebec, Canada	$84.3M	-$4.17M	5	0.45%	Reduced
232	CHAM Clear Harbor Asset Management Stamford, Connecticut	$83.4M	-$809K	8	16.84%	Reduced
233	Welch & Forbes Boston, Massachusetts	$82.9M	+$1.87M	7	2.37%	Increased
234	Robeco Schweiz Zurich, Switzerland	$82.4M	-$4.42M	6	7.03%	Reduced
235	Hermes Investment Management London Uk, United Kingdom	$81.9M	+$3.85M	1	1.32%	Increased
236	American Securities New York	$81.6M	-$86.7M	1	4.47%	Reduced
237	Eagle Global Advisors Houston, Texas	$81.2M	+$3.78M	3	2.19%	Increased
238	NIMC NWQ Investment Management Company Los Angeles, California	$79.4M	+$15.4M	2	1.05%	Increased
239	Los Angeles Capital Management Los Angeles, California	$79.3M	+$23.5M	13	0.58%	Increased
240	SAM Scopus Asset Management New York	$78.3M	+$66.6M	4	1.19%	Increased
241	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$77.8M	-$7.16M	5	9.04%	Reduced
242	ZP Zimmer Partners New York	$77.4M	+$4.46M	1	1.91%	Increased
243	Suntrust Banks Atlanta, Georgia	$77.2M	-$24.4M	7	0.49%	Reduced
244	RHBC R.H. Bluestein & Co Birmingham, Michigan	$76M	-$5.88M	10	4.55%	Reduced
245	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$75.8M	-$12.9M	1	16.8%	Reduced
246	ELC Edgar Lomax Company Kingstowne, Virginia	$75.5M	+$17.8M	1	5.06%	Increased
247	GIM GCA Investment Management New York	$75.5M	+$744K	6	17.71%	Increased
248	NSCM New South Capital Management Memphis, Tennessee	$75.4M	-$4.43M	1	1.75%	Reduced
249	HCM Holland Capital Management Chicago, Illinois	$74.9M	-$7.55M	2	3.2%	Reduced
250	Madison Investment Holdings Madison, Wisconsin	$74.6M	-$10.3M	3	1.39%	Reduced