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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	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$45.5M	-$20M	3	1.02%	Reduced
377	B BP London, United Kingdom	$45.3M	+$3.95M	6	1.39%	Increased
378	KCM Kingdon Capital Management New York	$45.3M	+$9.8M	1	3.16%	Increased
379	NIM NXG Investment Management Dallas, Texas	$45.2M	+$3.84M	5	1.32%	Increased
380	Everett Harris & Co Los Angeles, California	$45.2M	-$311K	3	1.13%	Reduced
381	HCM Howland Capital Management Boston, Massachusetts	$45.2M	+$509K	4	3.43%	Increased
382	CPI Crestview Partners II New York	$45M	$0	1	33.18%	Maintained
383	MSA Mason Street Advisors Milwaukee, Wisconsin	$44.9M	-$43.1K	15	0.93%	Reduced
384	Artemis Investment Management Edinburgh, United Kingdom	$44.8M	+$18.3M	2	0.5%	Increased
385	Scotia Capital Toronto, Ontario, Canada	$44.6M	+$10.7M	7	0.56%	Increased
386	AR Advisory Research Chicago, Illinois	$44.6M	+$1.64M	3	0.73%	Increased
387	Oppenheimer Asset Management New York	$44.5M	-$376K	10	0.99%	Reduced
388	TCM Tributary Capital Management Omaha, Nebraska	$44.4M	-$329K	3	3.37%	Reduced
389	Mutual of America Capital Management New York	$44.4M	+$629K	15	0.63%	Increased
390	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$44.3M	+$3.98M	8	1.32%	Increased
391	Pinnacle Associates New York	$44.3M	+$2.36M	10	0.92%	Increased
392	Saturna Capital Bellingham, Washington	$43.9M	+$56.1K	2	1.28%	Increased
393	Candriam SCA Strassen, Luxembourg, Luxembourg	$43.6M	-$7.87M	6	0.58%	Reduced
394	SIM Stelliam Investment Management New York	$43.6M	+$510K	1	2.33%	Increased
395	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$43.1M	+$386K	5	1.8%	Increased
396	MN Services Vermogensbeheer The Hague, Netherlands	$43.1M	+$251K	8	1.01%	Increased
397	GIP Granite Investment Partners El Segundo, California	$42.6M	-$490K	4	2.45%	Reduced
398	Oregon Public Employees Retirement Fund Tigard, Oregon	$42.5M	+$209K	9	0.59%	Increased
399	Commerzbank Aktiengesellschaft Frankfurt, Germany	$42.5M	+$7.92M	9	0.37%	Increased
400	Markel Group Glen Allen, Virginia	$42.2M	+$1.23M	1	0.71%	Increased