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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
451	Oppenheimer Asset Management New York	$42.8M	+$1.17M	10	0.53%	Increased
452	Klingenstein Fields & Co New York	$42.7M	+$327K	3	1.82%	Increased
453	MTC McDaniel Terry & Co Austin, Texas	$42.7M	-$274K	1	3.74%	Reduced
454	Brandes Investment Partners La Jolla, California	$42.1M	+$46.6M	1	0.43%	New
455	Letko, Brosseau & Associates Montreal, Quebec, Canada	$42M	-$7.1M	1	0.89%	Reduced
456	CIBC World Markets New York	$41.9M	-$42.7M	23	0.33%	Reduced
457	USS Investment Management London, United Kingdom	$41.9M	-$6.35M	7	0.31%	Reduced
458	QRG Capital Management Chicago, Illinois	$41.8M	-$2.06M	15	0.43%	Reduced
459	Ethic Inc New York	$41.7M	+$3.3M	18	0.84%	Increased
460	Waverton Investment Management London, United Kingdom	$41.2M	$0	1	0.64%	Maintained
461	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$41.1M	-$22.8M	6	3.02%	Reduced
462	JSC J. Stern & Co London, United Kingdom	$41M	+$2.62M	1	3.93%	Increased
463	Calamos Advisors Naperville, Illinois	$41M	+$482K	4	0.18%	Increased
464	CPI Crestview Partners II New York	$40.9M	$0	1	7.99%	Maintained
465	Aquatic Capital Management Chicago, Illinois	$40.9M	-$1.32M	20	1.04%	Reduced
466	Oppenheimer & Co New York	$40.8M	+$77.4K	16	0.62%	Increased
467	PL Polianta Ltd St Helier, Jersey	$40.8M	$0	3	19.7%	Maintained
468	Exchange Traded Concepts Oklahoma City, Oklahoma	$40.8M	+$7.37M	24	0.7%	Increased
469	Fenimore Asset Management Cobleskill, New York	$40.8M	+$335K	2	0.86%	Increased
470	Wilmington Savings Fund Society Wilmington, Delaware	$40.6M	-$943K	25	0.76%	Reduced
471	MIM Manitou Investment Management Toronto, Ontario, Canada	$40.2M	+$1.58M	1	7.81%	Increased
472	ONPI Owls Nest Partners IA Chadds Ford, Pennsylvania	$40.1M	+$20.6M	1	9.69%	Increased
473	AI Atom Investors Austin, Texas	$40.1M	+$12.2M	16	4.93%	Increased
474	FCM Fernbridge Capital Management Los Angeles, California	$39.9M	-$8.14M	2	2.22%	Reduced
475	Illinois Municipal Retirement Fund Oak Brook, Illinois	$39.9M	+$630K	21	0.58%	Increased