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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	Bank of Nova Scotia Toronto, Ontario, Canada	$39.5M	-$36.1M	9	0.08%	Reduced
402	ELI Empire Life Investments Toronto, Ontario, Canada	$39.3M	-$1.46M	4	2.7%	Reduced
403	D.A. Davidson & Co Great Falls, Montana	$39.2M	+$8.75M	19	0.5%	Increased
404	Lazard Frères Gestion Paris, France	$39.1M	+$1.86M	2	1.36%	Increased
405	VCM Vigilant Capital Management Portland, Maine	$39M	+$18.4M	5	3.47%	Increased
406	PR Payden & Rygel Los Angeles, California	$39M	-$13.3M	1	1.81%	Reduced
407	Pendal Group Sydney, Australia	$38.7M	+$25.4M	8	0.38%	Increased
408	LIA LS Investment Advisors Bloomfield Hills, Michigan	$38.5M	+$2.36M	9	2.15%	Increased
409	HRT Financial New York	$38.4M	+$33.2M	18	0.39%	Increased
410	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$38.1M	+$1.12M	8	1%	Increased
411	Great Lakes Advisors Chicago, Illinois	$37.7M	-$11.3M	10	0.61%	Reduced
412	Tocqueville Asset Management New York	$37.4M	-$1.1M	8	0.57%	Reduced
413	HA Heartland Advisors Milwaukee, Wisconsin	$37.3M	+$2.63M	4	2.36%	Increased
414	First Merchants Corp Muncie, Indiana	$37.3M	+$810K	4	2.48%	Increased
415	Qube Research & Technologies (QRT) London, United Kingdom	$37.1M	-$6.06M	14	0.59%	Reduced
416	WPC Waters Parkerson & Co New Orleans, Louisiana	$36.9M	+$251K	2	2.28%	Increased
417	Fuller & Thaler Asset Management San Mateo, California	$36.1M	+$14M	5	0.25%	Increased
418	FTCM Fir Tree Capital Management New York	$35.9M	-$12M	1	1.43%	Reduced
419	FAS Formuepleje A/S Aarhus C, Denmark	$35.7M	+$3.45M	3	1.36%	Increased
420	VHMC Value Holdings Management Company Hampton Bays, New York	$35.4M	+$8.66M	2	8.07%	Increased
421	Oregon Public Employees Retirement Fund Tigard, Oregon	$35.4M	-$99.9K	15	0.42%	Reduced
422	Crestwood Advisors Group Boston, Massachusetts	$35.2M	+$2.57M	4	1.11%	Increased
423	Orbis Allan Gray Hamilton, Bermuda	$35.2M	+$4.59M	1	0.25%	Increased
424	Oppenheimer & Co New York	$35.1M	-$585K	15	0.7%	Reduced
425	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$34.8M	-$51.1M	12	0.09%	Reduced