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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
351	TI Trigran Investments Northbrook, Illinois	$44.4M	+$906K	2	8.69%	Increased
352	Bowen Hanes & Co Ponte Vedra Beach, Florida	$44.2M	+$4.07M	4	1.78%	Increased
353	Channing Capital Management Chicago, Illinois	$44.2M	-$3.69M	1	2.54%	Reduced
354	AIA AGF Investments America Toronto, Ontario, Canada	$43.9M	-$660K	5	15%	Reduced
355	Erste Asset Management Vienna, Austria	$43.9M	+$10.6M	7	1.75%	Increased
356	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$43.7M	-$17.4K	2	5.64%	Reduced
357	Guggenheim Capital Chicago, Illinois	$43.6M	+$7.99M	12	0.34%	Increased
358	HCM Howland Capital Management Boston, Massachusetts	$43.6M	-$644K	4	3.12%	Reduced
359	TCM Tributary Capital Management Omaha, Nebraska	$43.2M	-$1.52M	3	3.69%	Reduced
360	SJIC St. James Investment Company Southlake, Texas	$43.2M	-$3.24M	1	6.61%	Reduced
361	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$43.1M	-$939K	6	1.99%	Reduced
362	NPIC Neumeier Poma Investment Counsel Carmel, California	$43M	+$481K	2	3.87%	Increased
363	Weiss Multi-Strategy Advisers New York	$42.8M	+$23.4M	4	1.23%	Increased
364	Huntington National Bank Columbus, Ohio	$42.2M	-$12.5M	17	0.67%	Reduced
365	TIA Tandem Investment Advisors Charleston, South Carolina	$42.2M	+$9.06M	2	5.7%	Increased
366	Confluence Investment Management St. Louis, Missouri	$42M	-$743K	3	0.7%	Reduced
367	WBC Westpac Banking Corp Sydney, Australia	$41.9M	-$6.19M	8	0.63%	Reduced
368	CI Cooper Investors Melbourne, Victoria, Australia	$40M	+$282	2	4.17%	Increased
369	Pinnacle Associates New York	$39.9M	-$679K	10	0.98%	Reduced
370	Gateway Investment Advisers Cincinnati, Ohio	$39.7M	-$5.85M	6	0.47%	Reduced
371	BFO Boston Family Office Boston, Massachusetts	$39.5M	+$1.5M	5	3.84%	Increased
372	Vontobel Asset Management New York	$39.3M	-$12.3M	1	0.26%	Reduced
373	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$39.1M	-$1M	2	2.84%	Reduced
374	Two Sigma Investments New York	$39.1M	-$32.8M	19	0.19%	Reduced
375	MLICM Metropolitan Life Insurance Company (MetLife) New York	$38.9M	-$4.46M	31	0.69%	Reduced