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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	CCMH Cornerstone Capital Management Holdings New York	$41.3M	+$3.42M	8	0.42%	Increased
327	Jupiter Asset Management London, United Kingdom	$41.3M	+$292K	5	1.34%	Increased
328	ICM Intrepid Capital Management Jacksonville Beach, Florida	$40.9M	-$3.65M	2	11.01%	Reduced
329	LCS Levin Capital Strategies New York	$40.9M	+$5.22M	4	0.62%	Increased
330	NAM NorthCoast Asset Management Greenwich, Connecticut	$40.5M	+$42.3M	2	1.99%	New
331	GA Geneva Advisors Chicago, Illinois	$40.4M	-$7.71M	6	0.75%	Reduced
332	Atalanta Sosnoff Capital New York	$39.9M	+$41.9M	1	0.99%	Increased
333	SFM Systematic Financial Management Teaneck, New Jersey	$39.9M	+$10.5M	3	0.29%	Increased
334	SAM Shell Asset Management The Hague, Netherlands	$39.9M	-$695K	8	0.64%	Reduced
335	Sentry Investments Toronto, Ontario, Canada	$39.8M	+$7.7M	2	0.5%	Increased
336	Wasatch Advisors Salt Lake City, Utah	$39.6M	-$36.5M	2	0.41%	Reduced
337	Evercore Wealth Management New York	$39.5M	-$519K	12	1.97%	Reduced
338	Glenmede Trust Philadelphia, Pennsylvania	$39.5M	+$10.1M	20	0.31%	Increased
339	Royal London Asset Management United Kingdom	$39.4M	+$8.5M	6	0.74%	Increased
340	Gulf International Bank (UK) London, United Kingdom	$39.3M	+$522K	8	0.7%	Increased
341	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$39M	+$4.6M	4	0.53%	Increased
342	TA Teton Advisors Rye, New York	$38.9M	+$395K	15	2.54%	Increased
343	Commerzbank Aktiengesellschaft Frankfurt, Germany	$38.8M	-$11.6M	11	0.25%	Reduced
344	Bowen Hanes & Co Ponte Vedra Beach, Florida	$38.2M	-$6.17M	2	1.87%	Reduced
345	DS Dudley & Shanley Palm Beach, Florida	$37.9M	+$2.36M	2	7.63%	Increased
346	EULAV Asset Management Sarasota, Florida	$37.7M	+$13.3K	4	2.03%	Increased
347	Nomura Asset Management Tokyo, Japan	$37.5M	+$406K	8	0.66%	Increased
348	SG Swarthmore Group Philadelphia, Pennsylvania	$36.9M	-$1.15M	1	3.34%	Reduced
349	PGH Partners Group Holding Baar-Zug, Switzerland	$36.7M	+$2.92M	1	8.4%	Increased
350	FQ First Quadrant Glendale, California	$36.4M	+$20.6M	5	0.77%	Increased