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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	Natixis Advisors Boston, Massachusetts	$78.5M	-$2.69M	10	0.8%	Reduced
302	WCM Investment Management Laguna Beach, California	$78.3M	+$11.9M	2	0.89%	Increased
303	Tocqueville Asset Management New York	$78.2M	-$7M	5	0.89%	Reduced
304	Bank of Nova Scotia Toronto, Ontario, Canada	$77.6M	-$3.9M	8	0.35%	Reduced
305	Bridgeway Capital Management Houston, Texas	$76.7M	-$2.66M	10	0.83%	Reduced
306	LPL Financial San Diego, California	$75.8M	+$9.87M	17	0.23%	Increased
307	RHJA Rice Hall James & Associates San Diego, California	$74.9M	+$2.39M	4	2.94%	Increased
308	Thrivent Financial for Lutherans Minneapolis, Minnesota	$74.8M	-$5.5M	19	0.25%	Reduced
309	TCCM Two Creeks Capital Management New York	$74.1M	+$7.69M	1	3.96%	Increased
310	ELC Edgar Lomax Company Kingstowne, Virginia	$73.3M	-$2.46M	1	5.01%	Reduced
311	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$72.9M	+$7.41M	2	1.62%	Increased
312	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$72.6M	-$1.49M	1	3.01%	Reduced
313	Bowen Hanes & Co Ponte Vedra Beach, Florida	$71.9M	-$270K	4	3.21%	Reduced
314	SAM Southernsun Asset Management Memphis, Tennessee	$71.7M	-$4.89M	1	1.83%	Reduced
315	AAM Ardevora Asset Management London, United Kingdom	$71.6M	-$8.45M	2	2.15%	Reduced
316	Candriam SCA Strassen, Luxembourg, Luxembourg	$71.2M	+$547K	6	1.23%	Increased
317	Virginia Retirement Systems Richmond, Virginia	$70.7M	-$912K	8	0.84%	Reduced
318	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$70.3M	+$1.56M	10	1.29%	Increased
319	Chilton Investment Company Stamford, Connecticut	$69.4M	+$850K	2	2.68%	Increased
320	Brandywine Global Investment Management Philadelphia, Pennsylvania	$69.4M	-$358K	6	0.41%	Reduced
321	CPI Crestview Partners II New York	$69.4M	$0	1	26.7%	Maintained
322	IIM Ivory Investment Management New York	$69.3M	-$33.3M	1	3.96%	Reduced
323	Wolverine Asset Management Chicago, Illinois	$68.7M	+$51.5M	5	0.7%	Increased
324	Two Sigma Investments New York	$68.1M	-$138M	14	0.22%	Reduced
325	AHL Partners London, United Kingdom	$66.7M	-$3M	14	1.04%	Reduced