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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
326	Zacks Investment Management Chicago, Illinois	$36M	-$630K	7	1.56%	Reduced
327	EULAV Asset Management Sarasota, Florida	$35.9M	-$3.08M	5	2.09%	Reduced
328	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$35.6M	+$5.14M	5	2.46%	Increased
329	River Road Asset Management Louisville, Kentucky	$35.5M	+$729K	2	0.44%	Increased
330	Fjarde Ap-fonden Stockholm, Sweden	$35.4M	-$2.58M	7	0.76%	Reduced
331	Andra AP-fonden Goteborg, Sweden	$34.8M	+$4.68M	6	0.89%	Increased
332	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$34.7M	-$94.9K	1	4.34%	Reduced
333	Advisors Asset Management Monument, Colorado	$34.5M	+$9.98M	16	0.61%	Increased
334	ACM Argent Capital Management St Louis, Missouri	$34.4M	-$401K	2	2.09%	Reduced
335	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$34.2M	-$972K	7	0.74%	Reduced
336	GC GW Capital Bellevue, Washington	$34M	+$1.82M	2	1.6%	Increased
337	Marshall Wace North America New York	$33.9M	+$8.84M	5	1.04%	Increased
338	Pzena Investment Management New York	$33.7M	+$6.6M	2	0.22%	Increased
339	TAM Third Avenue Management New York	$33.2M	+$8.48M	1	0.64%	Increased
340	ARC Absolute Return Capital Boston, Massachusetts	$32.5M	-$11.9M	4	0.45%	Reduced
341	Virginia Retirement Systems Richmond, Virginia	$32.5M	-$11.2M	6	0.7%	Reduced
342	Stephens Investment Management Group Houston, Texas	$32.2M	+$13.5M	3	1.12%	Increased
343	Great Lakes Advisors Chicago, Illinois	$31.8M	+$683K	2	1.43%	Increased
344	ICM ICC Capital Management Orlando, Florida	$31.3M	-$3.51M	2	2.27%	Reduced
345	Glenmede Trust Philadelphia, Pennsylvania	$31.2M	-$10.6M	17	0.37%	Reduced
346	City National Bank Beverly Hills, Delaware	$30.7M	+$1.85M	3	0.54%	Increased
347	CAM Capstone Asset Management Houston, Texas	$30.6M	+$4.07M	15	0.74%	Increased
348	NSCM New South Capital Management Memphis, Tennessee	$30.5M	+$677K	1	1.19%	Increased
349	TI Turner Investments Berwyn, Pennsylvania	$30.4M	-$19.2M	6	0.5%	Reduced
350	Birch Hill Investment Advisors Boston, Massachusetts	$30.4M	-$675K	3	3.59%	Reduced