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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	Ingalls & Snyder LLC New York	$38.1M	-$4.09M	7	2.06%	Reduced
402	M&G Investment Management London, United Kingdom	$38M	+$37.5M	3	0.34%	New
403	MAP Managed Asset Portfolios Rochester, Michigan	$38M	-$523K	1	7.95%	Reduced
404	Gateway Investment Advisers Cincinnati, Ohio	$37.9M	-$8.06M	5	0.37%	Reduced
405	Palisade Capital Management Fort Lee, New Jersey	$36.6M	+$3.66M	4	1.04%	Increased
406	Zacks Investment Management Chicago, Illinois	$36.4M	-$2.39M	8	0.68%	Reduced
407	BFO Boston Family Office Boston, Massachusetts	$36.3M	-$636K	5	3.46%	Reduced
408	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$36.3M	+$35.4M	6	0.16%	New
409	WAM Water Asset Management New York	$35.6M	-$24.2M	12	81.6%	Reduced
410	RHJA Rice Hall James & Associates San Diego, California	$35.4M	-$626K	4	1.2%	Reduced
411	RA RR Advisors Dallas, Texas	$35.4M	+$6M	1	4.93%	Increased
412	CPI Crestview Partners II New York	$35.3M	$0	1	35.96%	Maintained
413	MBA Maple-Brown Abbott Barangaroo, Australia	$35M	-$1.33M	1	2.61%	Reduced
414	CCM Compass Capital Management Minneapolis, Minnesota	$35M	+$960K	1	3.78%	Increased
415	ESCM Echo Street Capital Management New York	$34.4M	+$15.2M	1	0.53%	Increased
416	Weiss Multi-Strategy Advisers New York	$34.3M	+$25.3M	3	0.56%	Increased
417	ECP Electron Capital Partners New York	$34.2M	-$455K	1	4.09%	Reduced
418	Brandywine Global Investment Management Philadelphia, Pennsylvania	$34.1M	-$3.34M	7	0.24%	Reduced
419	E. Ohman J:or Asset Management Stockholm, Sweden	$34.1M	+$1.91M	6	1.88%	Increased
420	BCM BTR Capital Management Oakland, California	$34M	-$177K	7	5.85%	Reduced
421	Aristotle Atlantic Partners Sarasota, Florida	$33.7M	+$15.2M	3	4.3%	Increased
422	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$33.6M	+$81.6K	2	1.37%	Increased
423	Commerce Bank Kansas City, Missouri	$33.6M	+$118K	10	0.32%	Increased
424	AI Atom Investors Austin, Texas	$33.5M	+$3.89M	8	2.74%	Increased
425	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$33.4M	+$8.25M	7	0.22%	Increased