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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	CIBC World Market Toronto, Ontario, Canada	$74.6M	+$29.1M	8	0.32%	Increased
302	NI Nuance Investments Kansas City, Missouri	$74.4M	-$2.3M	7	4.45%	Reduced
303	ZP Zimmer Partners New York	$74M	+$1.84M	2	0.98%	Increased
304	Chilton Investment Company Stamford, Connecticut	$73.3M	-$23.8M	1	2.41%	Reduced
305	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$73.3M	-$741K	4	3.12%	Reduced
306	TPSF Texas Permanent School Fund Austin, Texas	$72.6M	-$6M	15	1%	Reduced
307	Cullen Capital Management New York	$72.1M	+$153K	1	2.66%	Increased
308	CC Capital Counsel New York	$71.5M	+$1.33M	2	4.98%	Increased
309	AAM Ardevora Asset Management London, United Kingdom	$71.2M	-$5.01M	2	1.98%	Reduced
310	RHJA Rice Hall James & Associates San Diego, California	$71.2M	-$18.9M	4	2.55%	Reduced
311	Guggenheim Capital Chicago, Illinois	$70.8M	+$6.68M	25	0.46%	Increased
312	WAM Water Asset Management New York	$70.5M	+$978K	13	87.35%	Increased
313	Bridgeway Capital Management Houston, Texas	$68.5M	-$613K	11	0.67%	Reduced
314	Royal London Asset Management United Kingdom	$67.7M	+$2.24M	6	0.69%	Increased
315	SAM Scopus Asset Management New York	$67.6M	+$7.76M	3	0.9%	Increased
316	OA Omega Advisors New York	$67.3M	-$9.01M	1	2.91%	Reduced
317	Meyer Handelman Company Rye Brook, New York	$66.8M	-$1.58M	3	3.26%	Reduced
318	Sit Investment Associates Minneapolis, Minnesota	$66.6M	-$211K	3	1.71%	Reduced
319	CAM Cacti Asset Management Atlanta, Georgia	$66.4M	+$101K	1	4.92%	Increased
320	Norinchukin Bank Tokyo, Japan	$66.1M	+$643K	7	0.9%	Increased
321	Gofen & Glossberg Chicago, Illinois	$64.6M	+$2.06M	4	2.22%	Increased
322	Jupiter Asset Management London, United Kingdom	$64.3M	+$8.4M	6	1.84%	Increased
323	Evercore Wealth Management New York	$64.1M	-$581K	6	2.05%	Reduced
324	WCMNY Westchester Capital Management (New York) Valhalla, New York	$63.5M	$0	1	2.41%	Maintained
325	Tocqueville Asset Management New York	$61.9M	-$1.45M	6	0.78%	Reduced