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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	Jupiter Asset Management London, United Kingdom	$48.5M	-$35.9K	5	1.68%	Reduced
327	EULAV Asset Management Sarasota, Florida	$48.4M	+$407K	4	2.37%	Increased
328	Atalanta Sosnoff Capital New York	$48M	-$1.24M	1	1.7%	Reduced
329	SIM Stelliam Investment Management New York	$47.5M	+$12.1M	1	1.53%	Increased
330	QIM Quantitative Investment Management Charlottesville, Virginia	$46.8M	-$18.2M	6	0.7%	Reduced
331	SG Americas Securities New York	$46.4M	+$7.48M	19	0.42%	Increased
332	CPI Crestview Partners II New York	$46.2M	+$54.3M	1	14.24%	New
333	Kennedy Capital Management St Louis, Missouri	$45.7M	+$11.6M	7	0.87%	Increased
334	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$45.6M	+$3.85M	4	2.07%	Increased
335	PGH Partners Group Holding Baar-Zug, Switzerland	$45.4M	-$1.11M	1	4.85%	Reduced
336	Cambiar Investors Denver, Colorado	$45.1M	-$1.01M	2	0.71%	Reduced
337	LPL Financial San Diego, California	$45M	+$23.7M	16	0.17%	Increased
338	Fjarde Ap-fonden Stockholm, Sweden	$44.9M	+$9.05M	7	0.9%	Increased
339	BAPIM British Airways Pensions Investment Management London, United Kingdom	$44.8M	$0	1	1.3%	Maintained
340	Numeric Investors Boston, Massachusetts	$44.6M	+$26.1M	7	0.39%	Increased
341	MCM McKinley Capital Management Anchorage, Alaska	$43.8M	-$1.84M	3	1.64%	Reduced
342	KCM Kingdon Capital Management New York	$43.8M	-$19.5M	1	2.99%	Reduced
343	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$43.7M	-$429K	16	0.55%	Reduced
344	CC Capital Counsel New York	$43.4M	+$7.47M	1	3.95%	Increased
345	MDSL M.D. Sass LLC New York	$43.1M	-$13.4M	1	2.82%	Reduced
346	PCM Palestra Capital Management New York	$42.9M	+$42.7M	1	3.3%	New
347	WPC Waters Parkerson & Co New Orleans, Louisiana	$42.7M	+$739K	2	3.95%	Increased
348	CCMH Cornerstone Capital Management Holdings New York	$42.5M	+$6.81M	10	0.33%	Increased
349	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$42.5M	+$13M	2	0.4%	Increased
350	Zacks Investment Management Chicago, Illinois	$42.4M	-$6.7M	7	1.05%	Reduced