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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	Fuller & Thaler Asset Management San Mateo, California	$74.2M	+$13.5M	3	0.38%	Increased
302	Generation Investment Management London, United Kingdom	$74.1M	+$67.3M	1	0.34%	New
303	Mutual of America Capital Management New York	$73.9M	+$4.75M	22	0.85%	Increased
304	Squarepoint New York	$73.6M	-$64.8M	25	0.14%	Reduced
305	ZWJ Investment Counsel Atlanta, Georgia	$73.2M	-$887K	4	3.76%	Reduced
306	Intermede Investment Partners London, United Kingdom	$73M	+$66.3M	1	1.66%	New
307	BCAM Boston Common Asset Management Boston, Massachusetts	$72.6M	-$4.46M	3	1.65%	Reduced
308	Royce & Associates New York	$72.4M	+$5.05M	11	0.67%	Increased
309	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$72.2M	+$723K	23	0.67%	Increased
310	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$72.1M	+$11.3M	5	2.22%	Increased
311	Maryland State Retirement & Pension System Baltimore, Maryland	$71.9M	+$2.37M	22	1.48%	Increased
312	SCM Steadfast Capital Management New York	$70.7M	+$212K	1	1.74%	Increased
313	CIBC World Markets New York	$70.7M	+$15.3M	9	0.39%	Increased
314	Polar Asset Management Partners Toronto, Ontario, Canada	$70.2M	-$4.28M	6	1.21%	Reduced
315	Martingale Asset Management Boston, Massachusetts	$69.8M	-$3.18M	13	1.42%	Reduced
316	Empyrean Capital Partners Los Angeles, California	$69.7M	-$42.4M	1	4.23%	Reduced
317	MCI McDonald Capital Investors Orinda, California	$69.6M	-$202K	1	4.85%	Reduced
318	MAM Montanaro Asset Management London, United Kingdom	$69.4M	-$16.9M	5	13.05%	Reduced
319	WIM Weitz Investment Management Omaha, Nebraska	$68.8M	+$11.2M	2	3.63%	Increased
320	Pinnacle Associates New York	$68.6M	-$440K	11	1.15%	Reduced
321	PC Port Capital Chicago, Illinois	$68.4M	+$11.9M	2	3.81%	Increased
322	Segall Bryant & Hamill Chicago, Illinois	$68.3M	-$166M	5	1.32%	Reduced
323	ExodusPoint Capital Management New York	$67.7M	-$66.8M	16	0.44%	Reduced
324	United Capital Financial Advisors Irving, Texas	$67.3M	-$25.9M	9	0.56%	Reduced
325	Everett Harris & Co Los Angeles, California	$66.3M	+$409K	4	0.95%	Increased