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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	SCM Sirios Capital Management Boston, Massachusetts	$28M	+$11.1M	1	5.19%	Increased
427	Jacobs Levy Equity Management Florham Park, New Jersey	$27.7M	-$22.3M	3	0.22%	Reduced
428	Great Lakes Advisors Chicago, Illinois	$27.6M	-$958K	9	0.6%	Reduced
429	Jump Financial Chicago, Illinois	$27.6M	+$15.4M	21	1.07%	Increased
430	Tocqueville Asset Management New York	$27.4M	-$13.7M	8	0.56%	Reduced
431	HP Hikari Power Tokyo, Japan	$27.3M	$0	2	3.05%	Maintained
432	VCM Vigilant Capital Management Portland, Maine	$27.3M	+$2.2M	8	2.56%	Increased
433	Boston Financial Management Boston, Massachusetts	$27.2M	+$4.32M	3	1.18%	Increased
434	VHMC Value Holdings Management Company Hampton Bays, New York	$27.1M	$0	1	6.73%	Maintained
435	CPI Crestview Partners II New York	$27M	$0	1	3.71%	Maintained
436	SAM Shell Asset Management The Hague, Netherlands	$26.9M	-$6.28M	18	1.05%	Reduced
437	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$26.6M	-$18.7K	1	1.98%	Reduced
438	Chartwell Investment Partners Berywn, Pennsylvania	$26.6M	-$68.5K	5	1.13%	Reduced
439	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$26.4M	+$819K	9	0.6%	Increased
440	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$26.4M	+$399K	13	0.13%	Increased
441	Aristeia Capital Greenwich, Connecticut	$26.3M	+$398K	2	0.46%	Increased
442	Braun Stacey Associates New York	$26.2M	+$15.3M	2	1.59%	Increased
443	Andra AP-fonden Goteborg, Sweden	$26.1M	-$4.59M	6	0.85%	Reduced
444	Clifford Swan Investment Counsel Pasadena, California	$26M	-$349K	4	1.22%	Reduced
445	Virginia Retirement Systems Richmond, Virginia	$25.9M	+$28.7M	11	0.29%	New
446	MAP Managed Asset Portfolios Rochester, Michigan	$25.8M	-$6.8M	1	4.58%	Reduced
447	Tudor Investment Corp Stamford, Connecticut	$25.7M	+$5.53M	12	0.55%	Increased
448	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$25.6M	-$28.3M	0	–	Closed
449	UMB Bank Kansas City, Missouri	$25.5M	-$7.05M	19	0.43%	Reduced
450	Oppenheimer & Co New York	$25.5M	+$4.53K	14	0.6%	Increased