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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
251	LI LMCG Investments Boston, Massachusetts	$68.4M	-$7.88M	6	1.49%	Reduced
252	Covington Capital Management Los Angeles, California	$67.1M	-$528K	9	5.96%	Reduced
253	Capital Guardian Trust Los Angeles, California	$67M	+$747K	3	0.46%	Increased
254	FWSM First Wilshire Securities Management Pasadena, California	$67M	+$5.24M	6	11.9%	Increased
255	Arrowstreet Capital Boston, Massachusetts	$66.5M	+$12.7M	8	0.38%	Increased
256	Hamlin Capital Management New York	$64.6M	+$17.3M	1	3.61%	Increased
257	SAM Southernsun Asset Management Memphis, Tennessee	$64.3M	-$8.95M	1	1.25%	Reduced
258	DekaBank Deutsche Girozentrale Frankfurt, Germany	$64.2M	-$2.93M	9	0.81%	Reduced
259	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$64.1M	-$480K	4	7.77%	Reduced
260	AC Alleghany Corporation New York	$62.8M	$0	1	2.45%	Maintained
261	Eagle Global Advisors Houston, Texas	$62.8M	+$22.3M	2	1.6%	Increased
262	NI Nuance Investments Kansas City, Missouri	$62.2M	-$4.6M	1	6.59%	Reduced
263	WBC Westpac Banking Corp Sydney, Australia	$62.2M	-$40.3M	11	0.59%	Reduced
264	GC GW Capital Bellevue, Washington	$61.4M	-$515K	3	2.83%	Reduced
265	HI Honeywell International Charlotte, North Carolina	$61.1M	-$43.4K	2	1.39%	Reduced
266	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$60.4M	+$26.2M	8	0.89%	Increased
267	CC Capital Counsel New York	$60.1M	+$33.8M	1	2.82%	Increased
268	VDBMI Van Den Berg Management I Austin, Texas	$59.3M	-$3.54M	2	5.34%	Reduced
269	ACM Argent Capital Management St Louis, Missouri	$59.1M	+$6.01M	2	2.84%	Increased
270	Winton Group London, United Kingdom	$59M	-$143M	6	0.73%	Reduced
271	Madison Investment Holdings Madison, Wisconsin	$58.9M	-$7.49M	2	1.26%	Reduced
272	Pzena Investment Management New York	$58.9M	-$4.6M	2	0.31%	Reduced
273	Vaughan Nelson Investment Management Houston, Texas	$58.6M	-$33.4M	1	0.85%	Reduced
274	Jacobs Levy Equity Management Florham Park, New Jersey	$58.6M	+$48M	5	1%	Increased
275	Duff & Phelps Investment Management Chicago, Illinois	$58.4M	+$243K	2	0.8%	Increased