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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
351	PPCP Pivot Point Capital Partners San Francisco, California	$34.5M	$0	1	14.71%	Maintained
352	Calamos Advisors Naperville, Illinois	$34.5M	+$335K	4	0.22%	Increased
353	Los Angeles Capital Management Los Angeles, California	$34.3M	+$7.18M	8	0.31%	Increased
354	Bridgeway Capital Management Houston, Texas	$34M	-$1.55M	8	0.63%	Reduced
355	Winton Group London, United Kingdom	$33.6M	-$19M	2	0.3%	Reduced
356	LCP Lombardia Capital Partners Pasadena, California	$33.4M	-$8.19M	2	1.67%	Reduced
357	Andra AP-fonden Goteborg, Sweden	$33.3M	-$13.4M	8	0.95%	Reduced
358	Raymond James Financial Services Advisors St. Petersburg, Florida	$33.2M	+$6.61M	16	0.39%	Increased
359	Natixis Paris, France	$33.2M	+$29.5M	2	0.55%	Increased
360	GC GW Capital Bellevue, Washington	$33.2M	-$204K	2	2.3%	Reduced
361	CRCP Copper Rock Capital Partners Boston, Massachusetts	$32.6M	-$1.76M	1	2.71%	Reduced
362	Washington Trust Westerly, Rhode Island	$32.5M	-$724K	3	2.22%	Reduced
363	Nippon Life Global Investors Americas New York	$32.5M	+$410K	3	3.05%	Increased
364	B BP London, United Kingdom	$32.4M	-$3.18M	3	1.33%	Reduced
365	WPC Waters Parkerson & Co New Orleans, Louisiana	$32.4M	+$118K	2	3.71%	Increased
366	CCB Cutter & Co Brokerage Ballwin, Missouri	$32.4M	+$932K	10	15.14%	Increased
367	Everett Harris & Co Los Angeles, California	$32.2M	$0	2	1.12%	Maintained
368	RG Renaissance Group Covington, Kentucky	$32.1M	+$1.12M	1	1.26%	Increased
369	LSV Asset Management Chicago, Illinois	$32.1M	-$1.6M	7	0.07%	Reduced
370	ICOM Investment Counselors of Maryland Baltimore, Maryland	$32M	+$13.5M	4	1.84%	Increased
371	SC Stralem & Co New York	$31.8M	-$10.2M	1	3.22%	Reduced
372	GE General Electric Evendale, Ohio	$31.8M	+$23.6M	3	0.15%	Increased
373	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$31.7M	-$891K	2	5.28%	Reduced
374	CAM Cacti Asset Management Atlanta, Georgia	$31.7M	$0	2	3.4%	Maintained
375	Conning Inc Hartford, Connecticut	$31.3M	-$4.39M	4	1.34%	Reduced