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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	WPC Waters Parkerson & Co New Orleans, Louisiana	$37.1M	-$372K	2	1.85%	Reduced
527	BCM Bornite Capital Management New York	$37M	+$19.7M	1	3.7%	Increased
528	OAM Ostrum Asset Management Paris, France	$36.5M	+$9.22M	9	1.71%	Increased
529	Cullen/Frost Bankers San Antonio, Texas	$36.5M	+$808K	16	0.46%	Increased
530	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$36.4M	-$874K	2	3.6%	Reduced
531	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$36.2M	-$792K	1	3.48%	Reduced
532	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$36.2M	-$2.19M	5	0.29%	Reduced
533	BBL Beck Bode LLC Dedham, Massachusetts	$36.1M	+$1.27M	2	6.11%	Increased
534	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$35.8M	-$29.3M	10	0.07%	Reduced
535	RT Rockland Trust Hanover, Massachusetts	$35.6M	-$135K	3	1.73%	Reduced
536	Capitolis Liquid Global Markets New York	$35.3M	+$28.1M	2	0.26%	Increased
537	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$35.2M	-$14.5M	7	0.95%	Reduced
538	AT Avalon Trust Santa Fe, New Mexico	$34.9M	-$373K	11	2.55%	Reduced
539	Groupe la Francaise Paris, France	$34.5M	+$7.88M	10	0.56%	Increased
540	RIM Ranger Investment Management Dallas, Texas	$34.4M	+$984K	2	2.41%	Increased
541	BW Gestao de Investimentos Sao Paulo, Brazil	$34.4M	+$4.07M	1	1.46%	Increased
542	MCM Mattern Capital Management Lakewood, Colorado	$34M	+$1.62M	4	4.09%	Increased
543	Bradley Foster & Sargent Hartford, Connecticut	$34M	-$616K	8	0.53%	Reduced
544	Elo Mutual Pension Insurance Espoo, Finland	$34M	-$1.33M	13	0.69%	Reduced
545	HA Heartland Advisors Milwaukee, Wisconsin	$34M	+$990K	4	1.89%	Increased
546	Magellan Asset Management Sydney, Australia	$33.9M	-$1.5M	6	0.39%	Reduced
547	GIG Goodnow Investment Group Darien, Connecticut	$33.8M	-$403K	1	3.15%	Reduced
548	MC Maplelane Capital New York	$33.8M	+$29.9M	1	0.95%	New
549	CPI Crestview Partners II New York	$33.7M	$0	1	6.11%	Maintained
550	Crossmark Global Holdings Houston, Texas	$33.6M	-$1.87M	22	0.54%	Reduced