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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	Cambiar Investors Denver, Colorado	$47.4M	-$3.11M	4	1.52%	Reduced
352	Fenimore Asset Management Cobleskill, New York	$47.2M	+$3.23M	3	1.44%	Increased
353	SCA Salient Capital Advisors Houston, Texas	$47.2M	+$1.98M	1	1.34%	Increased
354	MLICM Metropolitan Life Insurance Company (MetLife) New York	$46.6M	-$252K	30	0.74%	Reduced
355	Voloridge Investment Management Jupiter, Florida	$46.5M	+$23.7M	6	0.91%	Increased
356	SM Sunriver Management Greenwich, Connecticut	$46M	+$20.6M	2	8.07%	Increased
357	HCM Howland Capital Management Boston, Massachusetts	$45.9M	-$2.1M	5	3.26%	Reduced
358	Chartwell Investment Partners Berywn, Pennsylvania	$45.9M	-$1.28M	4	1.52%	Reduced
359	SCI S&CO Inc Boston, Massachusetts	$45.8M	-$139K	1	4.78%	Reduced
360	Bowen Hanes & Co Ponte Vedra Beach, Florida	$45.8M	-$28M	4	1.89%	Reduced
361	Marshall Wace London, United Kingdom	$45.8M	+$2.26M	16	0.31%	Increased
362	Oregon Public Employees Retirement Fund Tigard, Oregon	$45.5M	-$10.6M	16	0.63%	Reduced
363	Rubric Capital Management (New York) New York	$45.3M	+$46.6M	1	5.12%	New
364	Mutual of America Capital Management New York	$45.2M	+$92.3K	16	0.58%	Increased
365	Capital Research Global Investors Los Angeles, California	$45.1M	-$91.3M	2	0.01%	Reduced
366	Intermede Investment Partners London, United Kingdom	$45.1M	+$717K	1	2.28%	Increased
367	NPIC Neumeier Poma Investment Counsel Carmel, California	$45M	+$1.37M	2	3.45%	Increased
368	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$44.9M	+$5.7M	1	4.45%	Increased
369	AIA AGF Investments America Toronto, Ontario, Canada	$44.8M	-$6.83M	5	14.76%	Reduced
370	Letko, Brosseau & Associates Montreal, Quebec, Canada	$43.5M	-$3.06M	1	0.43%	Reduced
371	Pinnacle Associates New York	$43.5M	-$4.79M	10	0.95%	Reduced
372	Vontobel Asset Management New York	$43.4M	+$830K	1	0.28%	Increased
373	DnB Asset Management Oslo, Norway	$42.6M	+$6.26M	6	0.42%	Increased
374	ELI Empire Life Investments Toronto, Ontario, Canada	$42.4M	+$8.17M	2	3.22%	Increased
375	EP Edgestream Partners Princeton, New Jersey	$42.2M	+$36M	3	2.19%	Increased