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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	Focus Partners Wealth Boston, Massachusetts	$73.2M	+$6.83M	12	0.59%	Increased
327	WIM Weitz Investment Management Omaha, Nebraska	$72.2M	$0	2	3.65%	Maintained
328	Daiwa Securities Group Tokyo, Japan	$71.8M	+$8.91M	18	0.41%	Increased
329	PGGM Investments Zeist, Netherlands	$71M	-$28.1M	8	1.03%	Reduced
330	MAM Montanaro Asset Management London, United Kingdom	$70.9M	-$133K	5	12.8%	Reduced
331	M Mirova Paris, France	$70.3M	+$16.4M	12	12.46%	Increased
332	RG Renaissance Group Covington, Kentucky	$70.3M	+$32.5M	2	2.66%	Increased
333	NIG NFJ Investment Group Dallas, Texas	$69.7M	+$8M	7	1.9%	Increased
334	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$69.3M	-$1.56M	4	1.49%	Reduced
335	Brown Brothers Harriman & Co New York	$69.2M	+$7M	14	0.53%	Increased
336	DS Dudley & Shanley Palm Beach, Florida	$69.2M	+$1.07M	5	11.67%	Increased
337	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$69.1M	+$12.6M	4	3.75%	Increased
338	Everett Harris & Co Los Angeles, California	$68.7M	+$798K	3	0.91%	Increased
339	BCAM Boston Common Asset Management Boston, Massachusetts	$68.4M	-$7.8M	3	1.64%	Reduced
340	BCM Brown Capital Management Baltimore, Maryland	$68.3M	-$2.83M	3	1.21%	Reduced
341	Första AP-fonden Stockholm, Sweden	$68M	+$6.94M	8	0.58%	Increased
342	Maryland State Retirement & Pension System Baltimore, Maryland	$67.9M	+$580K	22	1.35%	Increased
343	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$67.8M	+$5.33M	5	3.9%	Increased
344	United Capital Financial Advisors Irving, Texas	$67.3M	-$6.37M	10	0.55%	Reduced
345	TCW Group Los Angeles, California	$66.1M	+$10.5M	3	0.67%	Increased
346	Geneva Capital Management Milwaukee, Wisconsin	$66M	-$573K	4	1.16%	Reduced
347	Prudential plc London, England, United Kingdom	$65.7M	+$33.7M	11	0.5%	Increased
348	Empyrean Capital Partners Los Angeles, California	$65M	-$16.2M	1	3.73%	Reduced
349	GW&K Investment Management Boston, Massachusetts	$65M	+$19.9M	9	0.57%	Increased
350	HCM Howland Capital Management Boston, Massachusetts	$64M	-$216K	4	3.09%	Reduced