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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	Birch Hill Investment Advisors Boston, Massachusetts	$33.8M	+$2.12M	2	3.64%	Increased
377	Ignis Investment Services Edinburgh, United Kingdom	$33.8M	-$6.61M	1	1.18%	Reduced
378	Aberdeen Asset Management Aberdeen, United Kingdom	$33.1M	-$11.9M	6	0.09%	Reduced
379	SG Swarthmore Group Philadelphia, Pennsylvania	$33.1M	+$1.79M	1	3.91%	Increased
380	BA Boston Advisors Boston, Massachusetts	$33.1M	-$2.43M	5	1.47%	Reduced
381	SFM Systematic Financial Management Teaneck, New Jersey	$32.9M	+$20.3M	2	0.23%	Increased
382	Royal London Asset Management United Kingdom	$32.7M	+$2.48M	7	0.76%	Increased
383	TA Teton Advisors Rye, New York	$32.5M	+$195K	14	2.2%	Increased
384	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$32.4M	-$11.3M	1	4.01%	Reduced
385	TI Turner Investments Berwyn, Pennsylvania	$32.2M	+$318K	5	0.86%	Increased
386	Letko, Brosseau & Associates Montreal, Quebec, Canada	$32.1M	+$1.65M	1	0.27%	Increased
387	FQ First Quadrant Glendale, California	$31.7M	-$248K	5	0.72%	Reduced
388	RCM Riverhead Capital Management Wilmington, Delaware	$31.6M	-$5.38M	6	0.69%	Reduced
389	Andra AP-fonden Goteborg, Sweden	$31.6M	-$4.67M	6	0.73%	Reduced
390	Jacobs Levy Equity Management Florham Park, New Jersey	$31.3M	+$312K	10	0.52%	Increased
391	ACM Alta Capital Management Salt Lake City, Utah	$31M	+$1.4M	1	3%	Increased
392	Numeric Investors Boston, Massachusetts	$30.9M	+$8.79M	9	0.53%	Increased
393	WPC Waters Parkerson & Co New Orleans, Louisiana	$30.3M	-$521K	2	3.74%	Reduced
394	First Pacific Advisors El Segundo, California	$30M	-$564K	1	0.26%	Reduced
395	Huntington National Bank Columbus, Ohio	$29.5M	+$12.9M	8	0.57%	Increased
396	AAM AMI Asset Management Los Angeles, California	$29.5M	+$1.32M	1	3.02%	Increased
397	PPCP Pivot Point Capital Partners San Francisco, California	$28.9M	$0	1	12.06%	Maintained
398	NG NatWest Group Edinburgh, Scotland, United Kingdom	$28.9M	-$4.54M	6	1.28%	Reduced
399	Mitsubishi UFJ Asset Management Tokyo, Japan	$28.9M	+$1.07M	8	0.77%	Increased
400	Appaloosa Management Miami Beach, Florida	$28.8M	-$18.6M	1	0.32%	Reduced