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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	OCM Osterweis Capital Management San Francisco, California	$48.2M	+$5.68M	2	3.43%	Increased
377	Douglass Winthrop Advisors New York	$48M	+$2.72M	5	2.34%	Increased
378	CPI Crestview Partners II New York	$48M	$0	1	25.87%	Maintained
379	Two Sigma Investments New York	$48M	-$18.2M	18	0.16%	Reduced
380	WCMNY Westchester Capital Management (New York) Valhalla, New York	$47.9M	-$84.6M	1	1.87%	Reduced
381	Squarepoint New York	$47.8M	+$12.9M	13	0.76%	Increased
382	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$47.4M	-$3.2M	6	0.71%	Reduced
383	MD Financial Management Ottawa, Ontario, Canada	$46.8M	+$1.22M	3	2.24%	Increased
384	CIBC World Markets New York	$46.2M	-$39M	7	0.49%	Reduced
385	CIBC World Market Toronto, Ontario, Canada	$45.5M	+$40.4M	7	0.19%	Increased
386	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$45.4M	+$4.64M	12	0.63%	Increased
387	SFM Systematic Financial Management Teaneck, New Jersey	$45.3M	+$16.8M	4	1%	Increased
388	Waratah Capital Advisors Toronto, Ontario, Canada	$44.6M	+$19.3M	2	4.7%	Increased
389	Ladenburg Thalmann Financial Services Miami, Florida	$44.2M	+$289K	36	0.41%	Increased
390	Bahl & Gaynor Cincinnati, Ohio	$44M	-$1.67M	3	0.48%	Reduced
391	FWSM First Wilshire Securities Management Pasadena, California	$43.9M	+$3.14M	5	12.16%	Increased
392	SAM Shell Asset Management The Hague, Netherlands	$43.5M	-$2.78M	8	0.87%	Reduced
393	Oregon Public Employees Retirement Fund Tigard, Oregon	$43.2M	-$3.92M	8	0.65%	Reduced
394	Saturna Capital Bellingham, Washington	$42.9M	+$285K	2	1.36%	Increased
395	MSA Mason Street Advisors Milwaukee, Wisconsin	$42.6M	+$301K	15	0.98%	Increased
396	Wedge Capital Management Charlotte, North Carolina	$42.6M	-$20.8M	7	0.41%	Reduced
397	Oppenheimer Asset Management New York	$42.6M	-$2.6M	9	1.07%	Reduced
398	Birch Hill Investment Advisors Boston, Massachusetts	$42.3M	+$1.3M	4	3.51%	Increased
399	Pinnacle Associates New York	$42.2M	-$1.12M	8	0.83%	Reduced
400	Cullen/Frost Bankers San Antonio, Texas	$42.2M	+$1.6M	4	1.24%	Increased