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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	Junto Capital Management New York	$61.3M	-$34.7M	1	1.56%	Reduced
327	United Capital Financial Advisors Irving, Texas	$61.3M	-$1.2M	9	0.33%	Reduced
328	DS Dudley & Shanley Palm Beach, Florida	$60.8M	+$5.3M	5	10.97%	Increased
329	WorldQuant Millennium Advisors New York	$60.3M	-$40.6M	4	1.02%	Reduced
330	Lazard Frères Gestion Paris, France	$60.2M	+$385K	1	1.85%	Increased
331	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$60.1M	+$5.66K	4	1.92%	Increased
332	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$58.6M	-$19.3M	7	0.27%	Reduced
333	Gotham Asset Management New York	$58.6M	-$2.75M	17	1.27%	Reduced
334	Confluence Investment Management St. Louis, Missouri	$58.6M	+$20.8M	4	0.85%	Increased
335	TCW Group Los Angeles, California	$58.1M	+$6.57M	3	0.64%	Increased
336	CGA Crescent Grove Advisors Lake Forest, Illinois	$57.9M	$0	2	6.21%	Maintained
337	Geneva Capital Management Milwaukee, Wisconsin	$57M	-$94.3M	3	1.12%	Reduced
338	CCM Compass Capital Management Minneapolis, Minnesota	$56.7M	+$412K	1	4.08%	Increased
339	MVIP Mar Vista Investment Partners Los Angeles, California	$55.9M	-$2.55M	1	2.34%	Reduced
340	AAM Ardevora Asset Management London, United Kingdom	$55.8M	-$52M	1	1.35%	Reduced
341	ClearBridge Investments (Australia) Sydney, Australia	$55.7M	-$4.38M	1	1.57%	Reduced
342	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$55M	+$4.93M	3	2.75%	Increased
343	BCM Brown Capital Management Baltimore, Maryland	$54.9M	+$44M	3	0.78%	Increased
344	SI Standard Investments New York	$54.7M	-$334M	1	2.8%	Reduced
345	Första AP-fonden Stockholm, Sweden	$54M	+$215K	7	0.58%	Increased
346	EULAV Asset Management Sarasota, Florida	$54M	+$2.85M	6	2.01%	Increased
347	PGH Partners Group Holding Baar-Zug, Switzerland	$53.8M	-$4.02M	1	4.47%	Reduced
348	John W. Bristol & Co New York	$53.7M	-$369K	2	1.02%	Reduced
349	Oribel Capital Management New York	$53.7M	+$33.2M	1	2.96%	Increased
350	SC Sasco Capital Fairfield, Connecticut	$53.6M	-$674K	2	6.35%	Reduced