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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	SHIM Spruce House Investment Management New York	$66.6M	+$57.5M	1	3.26%	Increased
377	Cambridge Investment Research Advisors Fairfield, Iowa	$65.7M	-$5.05M	26	0.22%	Reduced
378	Soros Fund Management New York	$65.6M	-$2.75M	1	0.95%	Reduced
379	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$65.5M	+$14.3M	8	2.78%	Increased
380	Algert Global San Francisco, California	$65.4M	+$14.3M	12	1.76%	Increased
381	Benjamin Edwards Inc Clayton, Missouri	$64.5M	+$54.7M	12	0.94%	Increased
382	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$64M	+$8.28M	11	0.69%	Increased
383	NZS Capital Denver, Colorado	$63.4M	+$30M	1	2.47%	Increased
384	BCM Brown Capital Management Baltimore, Maryland	$63.3M	-$4.94M	3	1.36%	Reduced
385	State of Alaska Department of Revenue Juneau, Alaska	$63M	+$1.24M	23	0.67%	Increased
386	CIBC Asset Management Toronto, Ontario, Canada	$63M	+$3.33M	15	0.2%	Increased
387	Oribel Capital Management New York	$62.9M	+$60.2M	1	2.77%	New
388	SIC Schwartz Investment Counsel Plymouth, Michigan	$62.7M	$0	1	2.23%	Maintained
389	Douglas Lane & Associates New York	$62.6M	+$4.73M	4	0.86%	Increased
390	Nicholas Company Milwaukee, Wisconsin	$62.5M	-$938K	3	1.02%	Reduced
391	Public Employees Retirement Association of Colorado Denver, Colorado	$62.5M	-$353K	25	0.25%	Reduced
392	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$62.1M	-$7.64M	4	3.45%	Reduced
393	Fjarde Ap-fonden Stockholm, Sweden	$62M	+$60.4M	8	0.63%	New
394	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$62M	+$442K	2	2.77%	Increased
395	Newport Trust Company Washington, District of Columbia	$61.6M	-$2.49M	1	0.15%	Reduced
396	MAM Montanaro Asset Management London, United Kingdom	$61.4M	-$18.5M	4	10.95%	Reduced
397	Geneva Capital Management Milwaukee, Wisconsin	$61.3M	-$47.3K	4	1.02%	Reduced
398	MVIP Mar Vista Investment Partners Los Angeles, California	$60.6M	-$12.5M	2	3.87%	Reduced
399	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$60.5M	+$3.66M	5	2.58%	Increased
400	SCI S&CO Inc Boston, Massachusetts	$60M	+$418K	4	3.92%	Increased