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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	E. Ohman J:or Asset Management Stockholm, Sweden	$42.2M	+$2.86M	6	2.09%	Increased
377	Epoch Investment Partners New York	$41.7M	+$499K	2	0.21%	Increased
378	CI Cooper Investors Melbourne, Victoria, Australia	$41.3M	-$1.54M	2	3.85%	Reduced
379	SJIC St. James Investment Company Southlake, Texas	$41M	-$4.06M	1	5.7%	Reduced
380	M&G Investment Management London, United Kingdom	$41M	-$189K	3	0.41%	Reduced
381	Huntington National Bank Columbus, Ohio	$40.9M	-$2.64M	18	0.6%	Reduced
382	BFO Boston Family Office Boston, Massachusetts	$40.8M	-$213K	5	3.71%	Reduced
383	FTCM Fir Tree Capital Management New York	$40.7M	-$596K	1	2.05%	Reduced
384	Marshall Wace London, United Kingdom	$40.3M	+$2.19M	12	0.26%	Increased
385	MLICM Metropolitan Life Insurance Company (MetLife) New York	$39.7M	-$1.52M	30	0.67%	Reduced
386	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$39.6M	-$1.01M	4	8.15%	Reduced
387	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$39.4M	-$1.74M	2	2.73%	Reduced
388	MSA Mason Street Advisors Milwaukee, Wisconsin	$39.2M	+$247K	15	0.76%	Increased
389	Utah Retirement Systems Salt Lake City, Utah	$39.1M	+$262K	9	0.65%	Increased
390	JCI Jet Capital Investors New York	$38.8M	+$22.3M	1	8.83%	Increased
391	Palisade Capital Management Fort Lee, New Jersey	$37.9M	-$702K	3	1.12%	Reduced
392	Braun Stacey Associates New York	$37.7M	-$2.26M	3	2.02%	Reduced
393	Andra AP-fonden Goteborg, Sweden	$37.6M	-$1.03M	6	1.02%	Reduced
394	Cambiar Investors Denver, Colorado	$37.5M	-$985K	3	1.71%	Reduced
395	MAP Madison Avenue Partners New York	$37.5M	-$11.3M	1	13.44%	Reduced
396	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$37.3M	-$988K	1	2.08%	Reduced
397	DnB Asset Management Oslo, Norway	$37.2M	+$2.47M	6	0.4%	Increased
398	Emerald Advisers Leola, Pennsylvania	$37.1M	-$2.17M	3	1.53%	Reduced
399	Commerce Bank Kansas City, Missouri	$36.8M	+$1.1M	10	0.33%	Increased
400	ELI Empire Life Investments Toronto, Ontario, Canada	$36.8M	+$17.8K	4	2.95%	Increased