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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
551	CIBC Asset Management Toronto, Ontario, Canada	$15.2M	-$1.18M	9	0.11%	Reduced
552	New Mexico Educational Retirement Board Santa Fe, New Mexico	$15.1M	-$2.26M	7	0.75%	Reduced
553	AIA Affinity Investment Advisors Newport Beach, California	$15M	-$1.77M	1	1.28%	Reduced
554	Artemis Investment Management Edinburgh, United Kingdom	$15M	+$3.4M	2	0.42%	Increased
555	RCM Riverhead Capital Management Wilmington, Delaware	$15M	-$15.2M	16	0.97%	Reduced
556	IAM Impax Asset Management Portsmouth, New Hampshire	$15M	+$222K	2	0.86%	Increased
557	Edge Asset Management Seattle, Washington	$14.8M	+$4.35M	1	0.12%	Increased
558	Cookson Peirce & Co Pittsburgh, Pennsylvania	$14.8M	+$1.91M	3	2.09%	Increased
559	Shelton Capital Management Denver, Colorado	$14.7M	+$4.31M	7	1.23%	Increased
560	FBA Front Barnett Associates Chicago, Illinois	$14.7M	+$22.7K	3	2.81%	Increased
561	Advisors Capital Management Ridgewood, New Jersey	$14.6M	+$801K	1	1.43%	Increased
562	CS Central Securities New York	$14.6M	$0	1	3.17%	Maintained
563	Braun Stacey Associates New York	$14.6M	+$8.46M	2	0.93%	Increased
564	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$14.6M	+$8.37M	7	0.31%	Increased
565	PAM Private Asset Management San Diego, California	$14.5M	+$182K	3	2.43%	Increased
566	Comgest Global Investors Paris, France	$14.5M	+$145K	1	0.43%	Increased
567	Jane Street New York	$14.5M	-$12.9M	12	0.07%	Reduced
568	ECM Estabrook Capital Management New York	$14.4M	-$542K	5	2.12%	Reduced
569	IRF IBM Retirement Fund Armonk, New York	$14.4M	-$4.54M	8	0.73%	Reduced
570	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$14.4M	+$2.83M	1	0.19%	Increased
571	ING Group Amsterdam, Netherlands	$14.2M	+$10.4M	7	0.17%	Increased
572	DSI Daiwa SB Investments Tokyo, Japan	$14.2M	+$636K	6	3.65%	Increased
573	Advisor Group Phoenix, Arizona	$14M	-$500K	32	0.34%	Reduced
574	NC NBW Capital Boston, Massachusetts	$13.9M	+$3.22M	2	3.99%	Increased
575	WCM Windward Capital Management Los Angeles, California	$13.9M	+$90.2K	2	2.59%	Increased