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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	Zurich Insurance Group Zurich, Switzerland	$42.3M	-$8.51M	4	0.96%	Reduced
402	AIM Assured Investment Management New York	$42.1M	+$27.6M	13	0.78%	Increased
403	MN Services Vermogensbeheer The Hague, Netherlands	$41.9M	+$63.2K	8	1.05%	Increased
404	HCM Howland Capital Management Boston, Massachusetts	$41.7M	+$465K	4	3.33%	Increased
405	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$41.7M	-$2.65M	6	3.73%	Reduced
406	NIM NXG Investment Management Dallas, Texas	$41.1M	-$35.7M	4	1.25%	Reduced
407	Squarepoint New York	$40.7M	-$6.97M	12	0.54%	Reduced
408	BI Bredin Investment Wilmington, Delaware	$40.6M	$0	1	31.15%	Maintained
409	Pinnacle Associates New York	$40.5M	-$1.09M	8	0.83%	Reduced
410	TCM Tributary Capital Management Omaha, Nebraska	$40.3M	-$466	4	3.16%	Reduced
411	SG Americas Securities New York	$40.2M	-$56M	22	0.36%	Reduced
412	Cambiar Investors Denver, Colorado	$40.1M	-$874K	2	0.67%	Reduced
413	Oregon Public Employees Retirement Fund Tigard, Oregon	$40.1M	-$3.76M	9	0.59%	Reduced
414	Cullen/Frost Bankers San Antonio, Texas	$40M	-$3.57M	4	1.24%	Reduced
415	Wedge Capital Management Charlotte, North Carolina	$39.8M	-$4.14M	5	0.39%	Reduced
416	Jacobs Levy Equity Management Florham Park, New Jersey	$39.8M	+$27.1M	5	0.63%	Increased
417	AGF Investments Inc Toronto, Ontario, Canada	$39.5M	+$1.57M	5	0.41%	Increased
418	B BP London, United Kingdom	$39.5M	+$5.36M	7	1.27%	Increased
419	SAM Shell Asset Management The Hague, Netherlands	$39.2M	-$5.03M	9	0.8%	Reduced
420	Regions Financial Corp Birmingham, Alabama	$39.2M	-$3.42M	16	0.44%	Reduced
421	Mitsubishi UFJ Asset Management Tokyo, Japan	$38.9M	-$365K	8	0.86%	Reduced
422	Amalgamated Bank New York	$38.9M	-$2.03M	18	0.95%	Reduced
423	GVI Green Valley Investors Wilmington, Delaware	$38.8M	+$12M	1	1.82%	Increased
424	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$38.8M	-$19.5M	8	1.2%	Reduced
425	GIP Granite Investment Partners El Segundo, California	$38.6M	+$681K	4	2.45%	Increased