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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	Los Angeles Capital Management Los Angeles, California	$50.6M	+$7.7M	13	0.4%	Increased
302	Nomura Holdings Tokyo, Japan	$50.5M	+$29.3M	8	0.13%	Increased
303	Boston Trust Walden Boston, Massachusetts	$50.1M	-$1.05M	5	0.79%	Reduced
304	PCP P2 Capital Partners New York	$49.9M	$0	1	6.55%	Maintained
305	Flossbach Von Storch Cologne, Germany	$49.8M	+$9.68M	1	0.81%	Increased
306	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$48.9M	+$6.54M	14	0.48%	Increased
307	QIM Quantitative Investment Management Charlottesville, Virginia	$48.8M	+$34.5M	6	1.23%	Increased
308	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$48.8M	+$14M	3	0.95%	Increased
309	Hamlin Capital Management New York	$48M	+$468K	1	2.15%	Increased
310	CC Carlson Capital Dallas, Texas	$47.3M	+$45.6M	2	0.57%	New
311	Riverbridge Partners Minneapolis, Minnesota	$47.3M	+$10.3M	2	0.99%	Increased
312	NN Investment Partners Holdings The Hague, Netherlands	$47.2M	+$27.2M	11	0.45%	Increased
313	Envestnet Asset Management Chicago, Illinois	$47M	+$5.11M	21	0.17%	Increased
314	BAM Barrett Asset Management New York	$46.9M	+$15M	5	3.88%	Increased
315	Choate Investment Advisors Boston, Massachusetts	$46.8M	+$8.79M	4	2.97%	Increased
316	MCM McKinley Capital Management Anchorage, Alaska	$46.6M	+$15.2M	4	1.83%	Increased
317	BAMCO Inc New York	$46.5M	$0	1	0.26%	Maintained
318	ACM Alta Capital Management Salt Lake City, Utah	$46.3M	-$7.8M	3	3.32%	Reduced
319	Gulf International Bank (UK) London, United Kingdom	$46.3M	+$271K	7	0.71%	Increased
320	First Eagle Investment Management New York	$45.8M	-$2.11M	3	0.12%	Reduced
321	Atalanta Sosnoff Capital New York	$45.8M	-$6.22M	1	1.63%	Reduced
322	Congress Asset Management Boston, Massachusetts	$45.6M	-$3.43M	1	0.96%	Reduced
323	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$45.6M	+$1.19M	5	0.41%	Increased
324	IAM Impala Asset Management Palm Beach, Florida	$45.3M	+$43.5M	1	2.39%	New
325	LM Luminus Management Houston, Texas	$45.3M	+$3.2M	3	1.02%	Increased