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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
526	BFO Boston Family Office Boston, Massachusetts	$19.8M	-$706K	4	2.44%	Reduced
527	Todd Asset Management Louisville, Kentucky	$19.8M	-$892K	1	0.57%	Reduced
528	BPB Badgley, Phelps & Bell Seattle, Washington	$19.7M	-$312K	3	1.6%	Reduced
529	Cambridge Investment Research Advisors Fairfield, Iowa	$19.7M	+$3.46M	15	0.34%	Increased
530	BA Broadview Advisors Milwaukee, Wisconsin	$19.6M	+$1.79M	2	2.71%	Increased
531	OAMG Odey Asset Management Group London, United Kingdom	$19.5M	$0	1	2.01%	Maintained
532	Highbridge Capital Management New York	$19.5M	-$45.7M	7	0.28%	Reduced
533	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$19.5M	-$1.87M	21	0.92%	Reduced
534	Jupiter Investment Management London, United Kingdom	$19.3M	+$7.81M	4	0.27%	Increased
535	CPP Crow Point Partners Boston, Massachusetts	$19.3M	$0	1	2.98%	Maintained
536	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$19.2M	-$120K	4	1.45%	Reduced
537	Adams Diversified Equity Fund Baltimore, Maryland	$18.9M	+$8.68M	2	1.08%	Increased
538	Jefferies Group New York	$18.8M	-$16.2M	10	0.14%	Reduced
539	WAM World Asset Management Detroit, Michigan	$18.8M	+$1.89M	9	0.61%	Increased
540	Meag Munich Ergo Munich, Germany	$18.8M	-$4.35M	4	0.74%	Reduced
541	DnB Asset Management Oslo, Norway	$18.8M	+$2.13M	5	0.3%	Increased
542	DAM Dorsey Asset Management Chicago, Illinois	$18.6M	-$395K	1	10.54%	Reduced
543	LSV Asset Management Chicago, Illinois	$18.5M	-$24.2M	3	0.03%	Reduced
544	SPCM Sound Point Capital Management New York	$18.5M	+$5.31M	1	4.42%	Increased
545	F.L. Putnam Investment Management Lynnfield, Massachusetts	$18.4M	-$1.09M	3	1.92%	Reduced
546	VDBMI Van Den Berg Management I Austin, Texas	$18.4M	-$529K	1	2.1%	Reduced
547	Numeric Investors Boston, Massachusetts	$18.4M	+$11.7M	5	0.17%	Increased
548	Brinker Capital Berwyn, Pennsylvania	$18.3M	+$3.07M	10	0.86%	Increased
549	Churchill Management Los Angeles, California	$18.3M	-$467K	1	0.52%	Reduced
550	Causeway Capital Management Los Angeles, California	$18.3M	+$17.6M	1	0.25%	New