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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	BFO Boston Family Office Boston, Massachusetts	$54.8M	+$1.29M	7	3.56%	Increased
377	MC MIG Capital Newport Beach, California	$54.5M	-$6.4M	1	5.44%	Reduced
378	RCW Rheos Capital Works Tokyo, Japan	$54.3M	+$6.34M	3	2.37%	Increased
379	Calamos Advisors Naperville, Illinois	$54.1M	+$5.74M	6	0.2%	Increased
380	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$53.6M	-$15M	19	1.41%	Reduced
381	D.A. Davidson & Co Great Falls, Montana	$52M	+$1.61M	21	0.55%	Increased
382	Ceredex Value Advisors Orlando, Florida	$52M	-$43.7M	1	0.56%	Reduced
383	Waratah Capital Advisors Toronto, Ontario, Canada	$50.6M	+$2.73M	2	0.86%	Increased
384	Bridgewater Associates Westport, Connecticut	$50.2M	-$21.9M	6	0.29%	Reduced
385	Lazard Frères Gestion Paris, France	$50M	+$646K	1	1.35%	Increased
386	Nicholas Company Milwaukee, Wisconsin	$49.7M	$0	2	0.81%	Maintained
387	Ingalls & Snyder LLC New York	$49.5M	+$276K	10	2.23%	Increased
388	Gulf International Bank (UK) London, United Kingdom	$48.8M	-$8.25M	8	0.69%	Reduced
389	VCM Vigilant Capital Management Portland, Maine	$48.6M	+$1.18M	8	3.41%	Increased
390	MLICM Metropolitan Life Insurance Company (MetLife) New York	$48.4M	-$2.37M	32	0.66%	Reduced
391	Todd Asset Management Louisville, Kentucky	$48.1M	+$7.99M	1	1.03%	Increased
392	WBC Westpac Banking Corp Sydney, Australia	$47.5M	-$2M	8	0.49%	Reduced
393	MFC Mechanics Financial Corp Mansfield, Ohio	$46.5M	+$44.6M	2	21.97%	New
394	Utah Retirement Systems Salt Lake City, Utah	$46.5M	+$155K	10	0.57%	Increased
395	TCW Group Los Angeles, California	$46.2M	+$3.39M	2	0.38%	Increased
396	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$46M	+$214K	6	4.68%	Increased
397	SIC Schwartz Investment Counsel Plymouth, Michigan	$46M	-$10.9M	1	1.79%	Reduced
398	Orbis Allan Gray Hamilton, Bermuda	$45.9M	+$2.7M	1	0.34%	Increased
399	UMB Bank Kansas City, Missouri	$45.9M	+$21.7M	19	0.58%	Increased
400	Credit Agricole Montrouge Cedex, France	$45.7M	-$22.5K	7	0.73%	Reduced