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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	Tocqueville Asset Management New York	$67.3M	+$10.8M	7	0.9%	Increased
302	Lazard Asset Management New York	$65.6M	-$4.84M	5	0.11%	Reduced
303	Cacti Asset Management Atlanta, Georgia	$65M	-$272K	1	5.23%	Reduced
304	Susquehanna International Group Bala Cynwyd, Pennsylvania	$64.6M	+$40.5M	11	0.03%	Increased
305	NWQ Investment Management Company Los Angeles, California	$64.5M	+$8.18M	2	1.4%	Increased
306	Virtu Financial New York	$64.1M	+$62.6M	8	3.63%	Increased
307	Gofen & Glossberg Chicago, Illinois	$64M	+$1.49M	4	2.27%	Increased
308	Westchester Capital Management (New York) Valhalla, New York	$63.8M	+$29.1M	1	2.35%	Increased
309	Holocene Advisors New York	$63.6M	-$33.4M	7	0.97%	Reduced
310	Douglass Winthrop Advisors New York	$63.3M	-$330K	5	2.76%	Reduced
311	Granite Investment Partners El Segundo, California	$62.9M	+$3.79M	8	3.57%	Increased
312	Texas Permanent School Fund Austin, Texas	$62.9M	-$1.61M	15	1%	Reduced
313	Candriam SCA Strassen, Luxembourg, Luxembourg	$62.8M	+$5.91M	6	0.8%	Increased
314	Riverbridge Partners Minneapolis, Minnesota	$62.6M	+$816K	1	1.22%	Increased
315	Salient Capital Advisors Houston, Texas	$62.5M	+$10.5M	1	1.46%	Increased
316	Mackay Shields LLC New York	$62.1M	-$965K	12	0.45%	Reduced
317	Foresters Investment Management New York	$61.6M	+$2.65M	3	1.08%	Increased
318	Gulf International Bank (UK) London, United Kingdom	$61.1M	+$140K	8	1.06%	Increased
319	Kennedy Capital Management St Louis, Missouri	$61.1M	+$2.04M	10	1.44%	Increased
320	Guggenheim Capital Chicago, Illinois	$61M	-$1.97M	23	0.5%	Reduced
321	Meyer Handelman Company Rye Brook, New York	$59.4M	+$359K	3	3.09%	Increased
322	WAM Water Asset Management New York	$59.4M	-$474K	14	85.23%	Reduced
323	Jupiter Asset Management London, United Kingdom	$59.4M	-$3.87M	6	1.92%	Reduced
324	Capital Counsel New York	$59.1M	+$404K	2	4.32%	Increased
325	PAR Capital Management Boston, Massachusetts	$59M	-$66.4M	1	1.09%	Reduced