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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	$61M	-$11.7M	5	1.36%	Reduced
377	SAM Scopus Asset Management New York	$59.6M	-$21.5M	5	1.2%	Reduced
378	Public Employees Retirement Association of Colorado Denver, Colorado	$59.3M	-$2.35M	25	0.25%	Reduced
379	Engineers Gate Manager New York	$59.2M	+$3.06M	19	1.33%	Increased
380	Empyrean Capital Partners Los Angeles, California	$59.1M	$0	1	3.46%	Maintained
381	Waverly Advisors Birmingham, Alabama	$59.1M	+$18.9M	10	1.16%	Increased
382	CCM Compass Capital Management Minneapolis, Minnesota	$59M	-$593K	1	3.96%	Reduced
383	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$58.9M	-$2.57M	3	5.69%	Reduced
384	PGH Partners Group Holding Baar-Zug, Switzerland	$58.4M	+$10.5M	2	4.4%	Increased
385	BFO Boston Family Office Boston, Massachusetts	$57.9M	-$508K	5	4.17%	Reduced
386	Walleye Capital New York	$57.5M	+$1.27M	19	0.1%	Increased
387	Douglas Lane & Associates New York	$57.4M	+$2.05M	4	0.82%	Increased
388	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$57.4M	+$15.6M	4	2.65%	Increased
389	CIBC Asset Management Toronto, Ontario, Canada	$57M	-$22M	13	0.2%	Reduced
390	State of Alaska Department of Revenue Juneau, Alaska	$56.9M	+$1.89M	22	0.64%	Increased
391	United Capital Financial Advisors Irving, Texas	$56.4M	-$9.54M	9	0.48%	Reduced
392	SCI S&CO Inc Boston, Massachusetts	$55.4M	-$624K	4	3.87%	Reduced
393	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$55.4M	-$796K	2	2.55%	Reduced
394	Capital Advisors Inc Tulsa, Oklahoma	$55M	+$5.68M	3	1.14%	Increased
395	Newport Trust Company Washington, District of Columbia	$54.8M	-$4.44M	1	0.14%	Reduced
396	British Columbia Investment Management Victoria, British Columbia, Canada	$54.1M	+$20.1M	10	0.33%	Increased
397	Bahl & Gaynor Cincinnati, Ohio	$54M	-$1.05M	4	0.3%	Reduced
398	TC TwinBeech Capital Purchase, New York	$54M	+$16.2M	8	1.06%	Increased
399	USS Investment Management London, United Kingdom	$53.3M	+$10.2M	8	0.42%	Increased
400	BCM Brown Capital Management Baltimore, Maryland	$53M	-$5.15M	3	1.07%	Reduced