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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
426	MC MIG Capital Newport Beach, California	$32.8M	+$12.4M	1	4.58%	Increased
427	Credit Agricole Montrouge Cedex, France	$32.8M	-$1.01M	6	1.74%	Reduced
428	SAM Shell Asset Management The Hague, Netherlands	$32.6M	-$1.71M	12	0.72%	Reduced
429	PCM Penn Capital Management Philadelphia, Pennsylvania	$32.4M	+$4.76M	6	3.2%	Increased
430	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$32.3M	-$4.77M	7	2.84%	Reduced
431	BCM BTR Capital Management Oakland, California	$32.1M	-$1.63M	7	5.99%	Reduced
432	Andra AP-fonden Goteborg, Sweden	$31.9M	-$7.81M	6	0.92%	Reduced
433	Cullen Capital Management New York	$31.7M	-$26.1M	1	1.24%	Reduced
434	DS Dudley & Shanley Palm Beach, Florida	$31.6M	-$2.91M	2	7.62%	Reduced
435	Bridges Investment Management Omaha, Nebraska	$31.5M	-$1.96M	5	1.21%	Reduced
436	E. Ohman J:or Asset Management Stockholm, Sweden	$31.4M	-$6.58M	4	2.06%	Reduced
437	Acadian Asset Management Boston, Massachusetts	$31.2M	+$1.3M	15	0.15%	Increased
438	Rothschild & Co Asset Management US Stamford, Connecticut	$31.2M	-$16.1M	2	0.33%	Reduced
439	Nippon Life Global Investors Americas New York	$31.1M	+$2.27M	4	2.36%	Increased
440	CI Cooper Investors Melbourne, Victoria, Australia	$30.9M	-$4.82M	2	3.58%	Reduced
441	Oppenheimer Asset Management New York	$30.8M	-$12.8M	14	0.68%	Reduced
442	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$30.7M	-$5M	3	7.1%	Reduced
443	Whittier Trust South Pasadena, California	$30.6M	-$3.82M	23	0.9%	Reduced
444	Advisor Group Phoenix, Arizona	$30.6M	-$6.44M	42	0.23%	Reduced
445	UMB Bank Kansas City, Missouri	$30.5M	-$3.94M	6	0.75%	Reduced
446	TIP Torray Investment Partners Bethesda, Maryland	$30.3M	+$500K	3	3.15%	Increased
447	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$30.1M	-$5.79M	2	2.24%	Reduced
448	AIM Avity Investment Management Greenwich, Connecticut	$29.9M	-$2.51M	1	3.56%	Reduced
449	Zurich Insurance Group Zurich, Switzerland	$29.8M	-$3.98M	5	0.59%	Reduced
450	ACM Alta Capital Management Salt Lake City, Utah	$29.8M	-$7.72M	3	1.67%	Reduced