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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	Boston Trust Walden Boston, Massachusetts	$66.9M	-$19.8M	6	1.24%	Reduced
252	R.M. Davis Inc Portland, Maine	$66.4M	+$339K	4	3.39%	Increased
253	Welch & Forbes Boston, Massachusetts	$66.4M	+$1.12M	5	2.13%	Increased
254	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$66.3M	+$1.11M	5	8.07%	Increased
255	Gotham Asset Management New York	$66M	-$2.31M	7	0.72%	Reduced
256	Zacks Investment Management Chicago, Illinois	$64.4M	+$10.2M	6	2.11%	Increased
257	Baird Financial Group Milwaukee, Wisconsin	$64.2M	+$217K	15	0.64%	Increased
258	Nordea Investment Management Stockholm, Sweden	$64.1M	-$9.74M	11	0.22%	Reduced
259	Bahl & Gaynor Cincinnati, Ohio	$63.8M	-$2.54M	3	0.87%	Reduced
260	1832 Asset Management Toronto, Ontario, Canada	$63.7M	-$2.01M	4	0.28%	Reduced
261	O'Shaughnessy Asset Management Stamford, Connecticut	$63.7M	+$4.22M	7	1.57%	Increased
262	OCM Osterweis Capital Management San Francisco, California	$63M	-$45.3M	2	5.8%	Reduced
263	PAR Capital Management Boston, Massachusetts	$62.4M	$0	2	1.15%	Maintained
264	GIM GCA Investment Management New York	$62M	+$63.2M	5	20.35%	New
265	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$60.9M	-$4.5M	10	0.78%	Reduced
266	Capital Guardian Trust Los Angeles, California	$60.6M	-$1.58M	9	0.47%	Reduced
267	SG Americas Securities New York	$60.1M	-$696M	11	0.43%	Reduced
268	LM Luminus Management Houston, Texas	$59.5M	+$25.3M	2	2.22%	Increased
269	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$58.9M	-$7.56M	1	3.52%	Reduced
270	NSCM New South Capital Management Memphis, Tennessee	$58.2M	-$518K	1	1.5%	Reduced
271	Wedge Capital Management Charlotte, North Carolina	$58.2M	-$7.72M	8	0.61%	Reduced
272	CCMH Cornerstone Capital Management Holdings New York	$58M	+$5.88M	13	0.48%	Increased
273	AAM Ardevora Asset Management London, United Kingdom	$57M	+$28M	3	3.76%	Increased
274	Alyeska Investment Group Chicago, Illinois	$56.4M	-$12.6M	2	0.6%	Reduced
275	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$56.2M	-$6.32M	1	1.6%	Reduced