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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
276	PC Passport Capital San Francisco, California	$59.5M	+$58.5M	1	0.84%	Increased
277	GC GW Capital Bellevue, Washington	$59.2M	+$1.65M	3	2.51%	Increased
278	R.M. Davis Inc Portland, Maine	$58.8M	-$434K	3	3.38%	Reduced
279	AC Alleghany Corporation New York	$58.8M	+$257K	1	2.2%	Increased
280	AGF Investments Inc Toronto, Ontario, Canada	$58.1M	+$2.14M	4	0.6%	Increased
281	Congress Asset Management Boston, Massachusetts	$57.9M	-$1.14M	1	1.48%	Reduced
282	Covington Capital Management Los Angeles, California	$57.7M	+$1M	9	5.29%	Increased
283	BPM Bronson Point Management Fairfield, Connecticut	$56.9M	+$57.2M	2	3.46%	New
284	Pzena Investment Management New York	$56.8M	+$3.66M	2	0.31%	Increased
285	Point72 Asset Management Stamford, Connecticut	$56.3M	-$14M	4	0.42%	Reduced
286	Andra AP-fonden Goteborg, Sweden	$56.2M	+$1.27M	8	1.32%	Increased
287	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$55.8M	+$27.2M	1	1%	Increased
288	Hamlin Capital Management New York	$55.4M	-$399K	1	3.33%	Reduced
289	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$54.9M	+$1.93M	2	0.15%	Increased
290	M&T Bank Buffalo, New York	$54.8M	+$43.4M	20	0.35%	Increased
291	Commerzbank Aktiengesellschaft Frankfurt, Germany	$54.3M	-$10.6M	10	0.22%	Reduced
292	JP Morgan Private Wealth Advisors San Francisco, California	$54M	+$12M	13	0.69%	Increased
293	HFA Harvest Fund Advisors Wayne, Pennsylvania	$53.6M	-$388K	1	0.85%	Reduced
294	LCP Lombardia Capital Partners Pasadena, California	$53.4M	-$6.5M	2	1.58%	Reduced
295	IAM Impala Asset Management Palm Beach, Florida	$53.2M	+$34.3M	1	2%	Increased
296	Great Lakes Advisors Chicago, Illinois	$53.1M	+$12.6M	6	1.78%	Increased
297	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$52.9M	-$4.81M	1	1.41%	Reduced
298	Duff & Phelps Investment Management Chicago, Illinois	$52.9M	-$152K	2	0.75%	Reduced
299	MSA Mason Street Advisors Milwaukee, Wisconsin	$52.9M	-$3.09M	16	0.41%	Reduced
300	Zacks Investment Management Chicago, Illinois	$51.9M	-$5.62M	6	1.81%	Reduced