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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
376	PPCP Pivot Point Capital Partners San Francisco, California	$30.5M	$0	1	13.14%	Maintained
377	Gotham Asset Management New York	$30.5M	+$7.97M	11	0.73%	Increased
378	SG Swarthmore Group Philadelphia, Pennsylvania	$30.2M	-$1.68M	1	3.51%	Reduced
379	AWCI Alpine Woods Capital Investors Purchase, New York	$29.9M	+$8.16M	3	1.71%	Increased
380	Jacobs Levy Equity Management Florham Park, New Jersey	$29.7M	-$49.2K	9	0.45%	Reduced
381	FQ First Quadrant Glendale, California	$29.4M	-$371K	6	0.69%	Reduced
382	Peconic Partners New York	$29.3M	+$24.3M	1	3.05%	Increased
383	Natixis Advisors Boston, Massachusetts	$28.9M	-$51.1K	7	0.47%	Reduced
384	WPC Waters Parkerson & Co New Orleans, Louisiana	$28.9M	+$223K	2	3.54%	Increased
385	IAM Impax Asset Management Portsmouth, New Hampshire	$28.9M	-$19.5M	5	1.83%	Reduced
386	Asset Management One Tokyo, Japan	$28.7M	-$4.09M	12	0.45%	Reduced
387	ACM Alta Capital Management Salt Lake City, Utah	$28.6M	+$251K	1	2.93%	Increased
388	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$28.6M	+$2.81M	1	0.49%	Increased
389	AC Amiya Capital London, United Kingdom	$28.5M	-$4.9M	1	9.6%	Reduced
390	Cannell & Spears New York	$28M	-$255K	2	3.49%	Reduced
391	Royal London Asset Management United Kingdom	$27.8M	+$328K	6	0.71%	Increased
392	RU RobecoSam USA New York	$27.6M	+$2.83M	9	29.82%	Increased
393	DIA Denver Investment Advisors Denver, Colorado	$27.5M	+$11.5M	6	0.78%	Increased
394	GLG Inc New York	$27.3M	+$9.56M	6	0.72%	Increased
395	LPL Financial San Diego, California	$27.2M	+$691K	15	0.17%	Increased
396	AAM AMI Asset Management Los Angeles, California	$27.2M	+$71.2K	1	2.99%	Increased
397	Polar Capital London, United Kingdom	$26.6M	+$3.28M	1	0.63%	Increased
398	CRCP Copper Rock Capital Partners Boston, Massachusetts	$26.5M	+$578K	4	2.6%	Increased
399	TU TDAM USA Toronto, Ontario, Canada	$26.5M	+$10.7M	2	1.14%	Increased
400	CAM Cortina Asset Management Milwaukee, Wisconsin	$26.4M	+$6.9M	2	0.96%	Increased