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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	Envestnet Asset Management Chicago, Illinois	$40.8M	-$18.3M	18	0.16%	Reduced
327	LM Luminus Management Houston, Texas	$40.4M	-$11.5M	3	1.03%	Reduced
328	PPCP Pivot Point Capital Partners San Francisco, California	$39.9M	-$4.97M	1	29.99%	Reduced
329	FWSM First Wilshire Securities Management Pasadena, California	$39.9M	-$307K	5	11.95%	Reduced
330	Flossbach Von Storch Cologne, Germany	$39.8M	+$36.8M	1	0.66%	Increased
331	SFM Systematic Financial Management Teaneck, New Jersey	$39.7M	-$4.07M	3	0.56%	Reduced
332	WCM Investment Management Laguna Beach, California	$39.7M	+$19.3M	2	0.45%	Increased
333	CAM Cacti Asset Management Atlanta, Georgia	$39.6M	+$420K	1	4.04%	Increased
334	Great Lakes Advisors Chicago, Illinois	$39.5M	-$3.52M	5	1.07%	Reduced
335	AAM AMI Asset Management Los Angeles, California	$39.1M	-$735K	1	2.7%	Reduced
336	WBC Westpac Banking Corp Sydney, Australia	$38.7M	-$9.97M	7	0.42%	Reduced
337	AAM ACK Asset Management Greenwich, Connecticut	$38.6M	+$2.77M	2	11.69%	Increased
338	PGH Partners Group Holding Baar-Zug, Switzerland	$38.5M	+$4.33M	1	9.45%	Increased
339	Natixis Paris, France	$38.5M	+$8.76M	6	0.45%	Increased
340	Bowen Hanes & Co Ponte Vedra Beach, Florida	$38.4M	-$397K	3	2.03%	Reduced
341	Riverbridge Partners Minneapolis, Minnesota	$38.4M	-$560K	2	0.77%	Reduced
342	Point72 Asset Management Stamford, Connecticut	$38.3M	-$93.2M	4	0.27%	Reduced
343	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$38.2M	-$4.07M	1	1.6%	Reduced
344	DCM Dulcet Capital Management New York	$38.2M	-$2.83M	1	12.25%	Reduced
345	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$38M	-$24.4M	4	0.8%	Reduced
346	Everett Harris & Co Los Angeles, California	$38M	$0	2	1.34%	Maintained
347	ExxonMobil Investment Management Irving, Texas	$37.9M	-$737K	7	0.79%	Reduced
348	Crossmark Global Holdings Houston, Texas	$37.9M	+$30.8M	14	0.98%	New
349	Oppenheimer & Co New York	$37.8M	-$4.66M	13	1.1%	Reduced
350	HI Honeywell International Charlotte, North Carolina	$37.8M	-$10.9M	2	1.32%	Reduced