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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	E. Ohman J:or Asset Management Stockholm, Sweden	$40.1M	-$9.66M	6	1.26%	Reduced
402	JCI Jet Capital Investors New York	$40M	+$39.9M	1	7.59%	New
403	VCM Vigilant Capital Management Portland, Maine	$39.8M	+$941K	7	3.22%	Increased
404	GW&K Investment Management Boston, Massachusetts	$39.8M	-$25.9M	3	0.35%	Reduced
405	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$39.4M	+$4.95M	6	4.38%	Increased
406	Lazard Frères Gestion Paris, France	$39.1M	+$2.36M	1	1.26%	Increased
407	First Merchants Corp Muncie, Indiana	$39M	+$505K	4	2.54%	Increased
408	Private Advisor Group Morristown, New Jersey	$38.8M	+$3.69M	16	0.34%	Increased
409	Todd Asset Management Louisville, Kentucky	$38.7M	+$17.4M	1	0.87%	Increased
410	SAM Shell Asset Management The Hague, Netherlands	$38.6M	-$3.48M	15	0.75%	Reduced
411	FAS Formuepleje A/S Aarhus C, Denmark	$38.3M	+$1.24M	3	1.48%	Increased
412	Fuller & Thaler Asset Management San Mateo, California	$37.9M	-$589K	5	0.25%	Reduced
413	EIP Easterly Investment Partners Beverly, Massachusetts	$37.7M	+$7.15M	1	4.43%	Increased
414	MBA Maple-Brown Abbott Barangaroo, Australia	$37.2M	+$2.49M	1	2.01%	Increased
415	Emerald Advisers Leola, Pennsylvania	$37.2M	-$2.48M	3	1.35%	Reduced
416	WPC Waters Parkerson & Co New Orleans, Louisiana	$37M	-$530K	2	2.14%	Reduced
417	WC Wexford Capital West Palm Beach, Florida	$36.9M	+$556K	1	5.55%	Increased
418	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$36.8M	-$106K	1	2.73%	Reduced
419	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$36.7M	-$48.5K	5	2.25%	Reduced
420	AC Avenir Corporation Alexandria, Virginia	$36.6M	+$519K	1	2.91%	Increased
421	Credit Agricole Montrouge Cedex, France	$36.3M	+$10.2M	6	0.74%	Increased
422	Twin Tree Management Dallas, Texas	$36.3M	+$34.8M	4	0.1%	Increased
423	Glenview Trust Louisville, Kentucky	$36.2M	-$326K	5	1.4%	Reduced
424	Oregon Public Employees Retirement Fund Tigard, Oregon	$35.9M	-$427K	15	0.4%	Reduced
425	HCM Hahn Capital Management Walnut Creek, California	$35.7M	+$1.93M	2	6.78%	Increased