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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	Clifford Swan Investment Counsel Pasadena, California	$31.1M	-$1.45M	3	1.35%	Reduced
427	VHMC Value Holdings Management Company Hampton Bays, New York	$30.6M	$0	1	6.9%	Maintained
428	Andra AP-fonden Goteborg, Sweden	$30.1M	-$852K	7	0.91%	Reduced
429	WTA Washington Trust Advisors Wellesley, Massachusetts	$30M	-$1.2M	9	3.28%	Reduced
430	CC Cannell Capital Alta, Wyoming	$30M	-$1.55M	1	6.04%	Reduced
431	LMR Partners London, United Kingdom	$29.7M	+$8.33M	5	0.52%	Increased
432	Vest Financial Mclean, Virginia	$29.6M	+$3.2M	3	4.63%	Increased
433	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$29.6M	+$29.2M	2	3.75%	New
434	NC Nekton Capital London, United Kingdom	$29.5M	+$5.72M	1	6.66%	Increased
435	BCP Bayberry Capital Partners New York	$29.5M	+$1.65M	1	11.01%	Increased
436	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$29.5M	+$4.79M	10	1.41%	Increased
437	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$29.5M	-$5.27M	5	4.65%	Reduced
438	Edmond de Rothschild Holding Chambesy, Switzerland	$29.5M	-$326K	7	0.68%	Reduced
439	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$29.4M	+$25.1M	2	0.67%	Increased
440	Oppenheimer & Co New York	$29.2M	-$420K	15	0.66%	Reduced
441	Oregon Public Employees Retirement Fund Tigard, Oregon	$29.2M	+$1.58M	18	0.38%	Increased
442	ZCM Ziegler Capital Management Chicago, Illinois	$29.1M	-$1.3M	4	1.22%	Reduced
443	RG Renaissance Group Covington, Kentucky	$29M	-$165K	1	1.42%	Reduced
444	Wilmington Savings Fund Society Wilmington, Delaware	$29M	-$599K	6	1.32%	Reduced
445	FAS Formuepleje A/S Aarhus C, Denmark	$28.9M	+$10.5M	3	2.43%	Increased
446	MAP Managed Asset Portfolios Rochester, Michigan	$28.9M	-$317K	1	4.51%	Reduced
447	WBC Westpac Banking Corp Sydney, Australia	$28.6M	-$1.39M	9	0.42%	Reduced
448	Panagora Asset Management Boston, Massachusetts	$28.5M	-$12.2M	14	0.19%	Reduced
449	Aristeia Capital Greenwich, Connecticut	$28.3M	+$1.49M	2	0.57%	Increased
450	Aristotle Atlantic Partners Sarasota, Florida	$28.1M	+$347K	3	1.57%	Increased