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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
301	TSU TD Securities (USA) New York	$44.5M	+$1.27M	6	0.75%	Increased
302	HCM Hahn Capital Management Walnut Creek, California	$44.4M	-$3.16M	2	6.16%	Reduced
303	AL AJO LP Philadelphia, Pennsylvania	$44.4M	+$31.5M	2	0.19%	Increased
304	Nomura Asset Management Tokyo, Japan	$44.2M	-$1.97M	7	0.79%	Reduced
305	Zacks Investment Management Chicago, Illinois	$43.6M	+$3.14M	11	1.72%	Increased
306	Welch & Forbes Boston, Massachusetts	$43.1M	-$1.81M	6	1.37%	Reduced
307	Scout Investments Kansas City, Missouri	$42.7M	+$654K	2	0.49%	Increased
308	Douglas C. Lane & Associates New York	$42.7M	-$2.19M	2	1.42%	Reduced
309	PCP P2 Capital Partners New York	$42.6M	$0	1	5.76%	Maintained
310	GC GW Capital Bellevue, Washington	$42M	+$337K	2	1.84%	Increased
311	Aberdeen Asset Management Aberdeen, United Kingdom	$41.8M	+$8.9M	6	0.12%	Increased
312	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$41.5M	-$1.43M	1	5.04%	Reduced
313	NSCM New South Capital Management Memphis, Tennessee	$41.5M	+$3.37M	1	1.45%	Increased
314	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$41.3M	-$1.83M	5	2.63%	Reduced
315	QS Batterymarch Financial Management New York	$40.8M	-$2.71M	10	0.86%	Reduced
316	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$40.7M	+$6.84M	4	0.1%	Increased
317	ProShare Advisors Bethesda, Maryland	$40.7M	+$13.2M	9	0.61%	Increased
318	Magellan Asset Management Sydney, Australia	$40.4M	-$4.63M	5	0.33%	Reduced
319	Fifth Third Bancorp Cincinnati, Ohio	$40.3M	-$721K	12	0.39%	Reduced
320	Kennedy Capital Management St Louis, Missouri	$40M	-$2.41M	6	0.74%	Reduced
321	TAM Third Avenue Management New York	$39.8M	+$3.78M	1	0.73%	Increased
322	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$39.7M	-$14.1M	3	2.36%	Reduced
323	BAM Barrett Asset Management New York	$39.4M	-$1.12M	3	3.49%	Reduced
324	ESCM Echo Street Capital Management New York	$39.4M	+$18.9M	2	3.86%	Increased
325	NA Navellier & Associates Reno, Nevada	$39.1M	+$38.9M	1	1.76%	New