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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	PCP P2 Capital Partners New York	$43.1M	$0	1	6.64%	Maintained
327	Natixis Advisors Boston, Massachusetts	$43.1M	+$12.2M	9	0.66%	Increased
328	Arrowstreet Capital Boston, Massachusetts	$42.8M	+$18.6M	8	0.26%	Increased
329	SCM Shapiro Capital Management Atlanta, Georgia	$42.7M	-$85.2M	1	1.13%	Reduced
330	CCI Columbus Circle Investors	$42.3M	+$22.3M	2	0.28%	Increased
331	NSCM New South Capital Management Memphis, Tennessee	$42.2M	-$1.46M	1	1.36%	Reduced
332	SAM Shell Asset Management The Hague, Netherlands	$42.2M	+$3.79M	7	0.7%	Increased
333	TAM Third Avenue Management New York	$42M	$0	1	0.81%	Maintained
334	Fifth Third Bancorp Cincinnati, Ohio	$42M	+$92.3K	13	0.39%	Increased
335	Aperio Group Sausalito, California	$41.9M	+$40.8M	15	0.59%	New
336	Douglas C. Lane & Associates New York	$41.5M	-$2.89M	2	1.33%	Reduced
337	Fjarde Ap-fonden Stockholm, Sweden	$41.2M	+$1.55M	7	0.82%	Increased
338	BAM Barrett Asset Management New York	$41M	+$81.4K	3	3.55%	Increased
339	Natixis Paris, France	$40.7M	-$37.9M	4	0.53%	Reduced
340	Williams Jones & Associates New York	$40.5M	+$26.3M	5	0.82%	Increased
341	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$40.3M	-$669K	3	2.44%	Reduced
342	Rothschild & Co Asset Management US Stamford, Connecticut	$40.2M	-$21.5M	1	0.89%	Reduced
343	DIA Denver Investment Advisors Denver, Colorado	$40.1M	+$12.5M	9	1.18%	Increased
344	SGM Summit Global Management San Diego, California	$40M	-$24.3M	13	65.04%	Reduced
345	Chartwell Investment Partners Berywn, Pennsylvania	$39.8M	+$4.17M	5	0.81%	Increased
346	River Road Asset Management Louisville, Kentucky	$39.6M	-$3.13M	2	0.43%	Reduced
347	PP PDT Partners New York	$39.4M	+$34M	12	0.95%	Increased
348	NI Nuance Investments Kansas City, Missouri	$39.4M	+$14M	1	5.48%	Increased
349	Gulf International Bank (UK) London, United Kingdom	$39.3M	+$422K	7	0.77%	Increased
350	Nomura Holdings Tokyo, Japan	$39.3M	+$14.1M	12	0.01%	Increased