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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	LSV Asset Management Chicago, Illinois	$40.7M	-$44.7M	4	0.07%	Reduced
352	EULAV Asset Management Sarasota, Florida	$40.5M	+$71.7K	3	2.18%	Increased
353	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$40.1M	-$5.06M	4	0.48%	Reduced
354	Janney Montgomery Scott Philadelphia, Pennsylvania	$40.1M	+$4.75M	17	0.6%	Increased
355	SFM Systematic Financial Management Teaneck, New Jersey	$39M	-$4.88M	3	0.62%	Reduced
356	HI Honeywell International Charlotte, North Carolina	$39M	-$35.9K	2	1.31%	Reduced
357	Jupiter Asset Management London, United Kingdom	$38.4M	-$210K	4	1.43%	Reduced
358	WPC Waters Parkerson & Co New Orleans, Louisiana	$38.3M	-$143K	2	3.86%	Reduced
359	MNH Magnum NGL HoldCo Houston, Texas	$38.2M	-$34.1M	1	100%	Reduced
360	Nomura Asset Management Tokyo, Japan	$38.2M	-$6.55M	10	0.69%	Reduced
361	AHL Partners London, United Kingdom	$37.7M	+$21.4M	13	1.15%	Increased
362	Sit Investment Associates Minneapolis, Minnesota	$37.4M	-$1.21M	2	0.98%	Reduced
363	Douglas Lane & Associates New York	$37.3M	-$11.8M	4	0.95%	Reduced
364	FCM Flinton Capital Management Philadelphia, Pennsylvania	$37.3M	+$36.2M	9	1.64%	New
365	Everett Harris & Co Los Angeles, California	$36.4M	-$254K	2	1.28%	Reduced
366	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$36.3M	+$639K	6	0.68%	Increased
367	CAM Capstone Asset Management Houston, Texas	$36.3M	-$1.86M	14	1.04%	Reduced
368	Davenport & Co Richmond, Virginia	$36.3M	-$5.24M	3	0.52%	Reduced
369	CI Cowen Inc New York	$36M	+$32.4M	1	1.5%	Increased
370	RCM Roystone Capital Management New York	$35.9M	+$34.5M	1	2.12%	New
371	Cullen/Frost Bankers San Antonio, Texas	$35.7M	+$1.25M	4	1.23%	Increased
372	Birch Hill Investment Advisors Boston, Massachusetts	$35.6M	+$148K	3	3.23%	Increased
373	Waratah Capital Advisors Toronto, Ontario, Canada	$35.2M	+$23M	1	5.25%	Increased
374	Oppenheimer & Co New York	$35.1M	-$2.52M	14	1.02%	Reduced
375	ExxonMobil Investment Management Irving, Texas	$35.1M	-$3.63M	7	0.79%	Reduced