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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
401	Arrowstreet Capital Boston, Massachusetts	$26.4M	+$13.5M	6	0.14%	Increased
402	CAM Capstone Asset Management Houston, Texas	$26.2M	-$7.29M	13	0.76%	Reduced
403	Mitsubishi UFJ Asset Management Tokyo, Japan	$26.2M	-$5.67M	8	0.75%	Reduced
404	ICM ICC Capital Management Orlando, Florida	$26.1M	-$9.24M	2	2.17%	Reduced
405	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$25.9M	-$550K	2	6.54%	Reduced
406	RCM Rutabaga Capital Management Boston, Massachusetts	$25.7M	+$894K	1	2.49%	Increased
407	Everett Harris & Co Los Angeles, California	$25.6M	+$419K	2	0.96%	Increased
408	LIA LS Investment Advisors Bloomfield Hills, Michigan	$25.2M	+$1.53M	8	2.27%	Increased
409	ARC Absolute Return Capital Boston, Massachusetts	$25.1M	-$10.9M	4	0.28%	Reduced
410	Mariner Overland Park, Kansas	$25M	+$21.1M	7	3.13%	Increased
411	PGH Partners Group Holding Baar-Zug, Switzerland	$24.9M	-$2.6M	1	6.4%	Reduced
412	Meyer Handelman Company Rye Brook, New York	$24.9M	-$9.38K	3	1.21%	Reduced
413	Utah Retirement Systems Salt Lake City, Utah	$24.9M	$0	9	0.74%	Maintained
414	ANRF Adams Natural Resources Fund Baltimore, Maryland	$24.3M	$0	1	2.81%	Maintained
415	GIP Granite Investment Partners El Segundo, California	$24.1M	-$552K	2	3.71%	Reduced
416	SCI S&CO Inc Boston, Massachusetts	$24.1M	-$409K	1	4.03%	Reduced
417	NI Nuance Investments Kansas City, Missouri	$24.1M	-$21.8M	1	5.23%	Reduced
418	ECM Estabrook Capital Management New York	$24M	-$540K	5	2.47%	Reduced
419	CTA Chesley Taft & Associates Chicago, Illinois	$24M	-$180K	3	2.39%	Reduced
420	Nomura Holdings Tokyo, Japan	$23.7M	-$23.4M	10	0.11%	Reduced
421	Oregon Public Employees Retirement Fund Tigard, Oregon	$23.4M	+$5.11M	8	0.62%	Increased
422	Alkeon Capital Management New York	$23.3M	+$20.8M	1	0.39%	New
423	WP WMS Partners Towson, Maryland	$23.2M	+$98.5K	4	3.84%	Increased
424	Avalon Investment & Advisory Houston, Texas	$23.1M	+$223K	2	1.29%	Increased
425	SCM Suffolk Capital Management New York	$23M	-$2.25M	3	2.87%	Reduced