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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	TI Trigran Investments Northbrook, Illinois	$75.6M	-$1.27M	1	9.64%	Reduced
302	Birch Hill Investment Advisors Boston, Massachusetts	$75.1M	-$546K	5	4.48%	Reduced
303	Everett Harris & Co Los Angeles, California	$75.1M	-$428K	2	1.33%	Reduced
304	CIBC Asset Management Toronto, Ontario, Canada	$74.9M	+$328K	14	0.35%	Increased
305	Bank of Nova Scotia Toronto, Ontario, Canada	$73.1M	+$12.5M	9	0.16%	Increased
306	PGH Partners Group Holding Baar-Zug, Switzerland	$71.7M	+$10.7M	2	6.68%	Increased
307	Janney Montgomery Scott Philadelphia, Pennsylvania	$71.4M	+$7.69M	23	0.34%	Increased
308	Los Angeles Capital Management Los Angeles, California	$69.7M	-$8.83M	21	0.3%	Reduced
309	AAM AMI Asset Management Los Angeles, California	$69.7M	+$32.7M	2	3.46%	Increased
310	Squarepoint New York	$69.3M	+$25.9M	21	0.52%	Increased
311	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$68.7M	-$24.3K	2	9.05%	Reduced
312	CAM Cacti Asset Management Atlanta, Georgia	$68.7M	-$205K	1	6.74%	Reduced
313	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$68.4M	+$4.29M	5	2.62%	Increased
314	Mutual of America Capital Management New York	$67.9M	+$77.6K	16	0.77%	Increased
315	Laurion Capital Management New York	$67.7M	+$38.1M	2	0.52%	Increased
316	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$67.4M	+$2.64M	1	4.47%	Increased
317	Markel Group Glen Allen, Virginia	$66.9M	$0	1	1%	Maintained
318	SP SCF Partners Houston, Texas	$66.4M	$0	1	36.77%	Maintained
319	Nomura Holdings Tokyo, Japan	$65.8M	+$10.9M	9	0.11%	Increased
320	MAM Montanaro Asset Management London, United Kingdom	$65.7M	+$60.5M	4	11.08%	New
321	Intermede Investment Partners London, United Kingdom	$64.8M	+$12.2M	1	1.87%	Increased
322	TimesSquare Capital Management New York	$64.2M	-$12.3M	1	0.52%	Reduced
323	TPSF Texas Permanent School Fund Austin, Texas	$64.1M	-$6.11M	15	0.81%	Reduced
324	Scout Investments Kansas City, Missouri	$63.6M	-$6.34M	3	1.17%	Reduced
325	GW&K Investment Management Boston, Massachusetts	$62.5M	+$1.88M	3	0.66%	Increased