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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	HP Hikari Power Tokyo, Japan	$36.5M	$0	2	3.51%	Maintained
427	River Road Asset Management Louisville, Kentucky	$36.2M	+$20.7M	1	0.5%	Increased
428	Boston Financial Management Boston, Massachusetts	$36.2M	+$1.31M	4	1.31%	Increased
429	Peregrine Capital Management Minneapolis, Minnesota	$36.1M	-$2.38M	4	0.98%	Reduced
430	AIA Group Hong Kong	$36M	+$1.22M	4	1.74%	Increased
431	WPC Waters Parkerson & Co New Orleans, Louisiana	$35.7M	-$25.7K	2	2.02%	Reduced
432	Artemis Investment Management Edinburgh, United Kingdom	$35.7M	-$106M	4	0.45%	Reduced
433	GIP Granite Investment Partners El Segundo, California	$35.6M	-$597K	4	1.42%	Reduced
434	JGC J. Goldman & Co New York	$35.6M	+$17.2M	2	1.29%	Increased
435	PM Pembroke Management Montreal, Quebec, Canada	$35.5M	+$16.7M	2	3.82%	Increased
436	Oregon Public Employees Retirement Fund Tigard, Oregon	$35.3M	+$827K	20	0.42%	Increased
437	Jump Financial Chicago, Illinois	$35.2M	+$1.37M	15	1.3%	Increased
438	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$34.7M	+$2.07M	20	0.77%	Increased
439	Virginia Retirement Systems Richmond, Virginia	$34.6M	-$37.4M	8	0.33%	Reduced
440	Klingenstein Fields & Co New York	$34.3M	+$1.12M	2	1.59%	Increased
441	SAM Shell Asset Management The Hague, Netherlands	$34.2M	+$4.46M	19	1.35%	Increased
442	Calamos Advisors Naperville, Illinois	$34M	-$1.54M	3	0.17%	Reduced
443	Ceredex Value Advisors Orlando, Florida	$34M	-$1.03M	1	0.55%	Reduced
444	Bessemer Group Woodbridge, New Jersey	$33.9M	-$6.29M	25	0.07%	Reduced
445	VHMC Value Holdings Management Company Hampton Bays, New York	$33.7M	$0	1	7.52%	Maintained
446	Credit Agricole Montrouge Cedex, France	$33.4M	-$465K	5	0.6%	Reduced
447	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$33.3M	+$183K	2	3.86%	Increased
448	AIM Avity Investment Management Greenwich, Connecticut	$33.3M	-$753K	1	3.08%	Reduced
449	Oversea-Chinese Banking Corp (OCBC) Singapore	$33M	-$716K	3	1.58%	Reduced
450	MassMutual Private Wealth & Trust Windsor, Connecticut	$32.8M	+$135K	23	1.18%	Increased