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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
376	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$31.1M	-$13.6M	8	0.37%	Reduced
377	RG Renaissance Group Covington, Kentucky	$31M	-$889K	1	1.25%	Reduced
378	Swiss Life Asset Management Zurich,	$30.8M	+$6.1M	4	1.05%	Increased
379	D.A. Davidson & Co Great Falls, Montana	$30.7M	+$7.42M	21	0.77%	Increased
380	Martingale Asset Management Boston, Massachusetts	$30.7M	+$11.7M	12	0.46%	Increased
381	Factory Mutual Insurance Waltham, Massachusetts	$30.5M	-$8.27M	2	0.38%	Reduced
382	DL Delta Lloyd Amsterdam, Netherlands	$30.4M	-$633K	7	0.94%	Reduced
383	GIP Granite Investment Partners El Segundo, California	$29.9M	-$56.7K	3	2.23%	Reduced
384	Andra AP-fonden Goteborg, Sweden	$29.4M	-$7.49M	6	0.79%	Reduced
385	Conning Inc Hartford, Connecticut	$29.2M	-$2.56M	6	1.16%	Reduced
386	CEP Chicago Equity Partners Chicago, Illinois	$29.2M	+$5.35M	10	0.81%	Increased
387	ABC Anchor Bolt Capital Chicago, Illinois	$29.1M	+$11.4M	1	0.89%	Increased
388	UBS O'Connor Chicago, Illinois	$29M	-$2.64M	1	0.43%	Reduced
389	SCI S&CO Inc Boston, Massachusetts	$28.9M	-$24.1K	1	4.34%	Reduced
390	Glenmede Trust Philadelphia, Pennsylvania	$28.8M	-$825K	19	0.16%	Reduced
391	Copeland Capital Management Conshohocken, Pennsylvania	$28.8M	+$7.73M	2	1.85%	Increased
392	Letko, Brosseau & Associates Montreal, Quebec, Canada	$28.6M	-$379K	1	0.27%	Reduced
393	Oregon Public Employees Retirement Fund Tigard, Oregon	$28.5M	-$1.1M	8	0.62%	Reduced
394	Utah Retirement Systems Salt Lake City, Utah	$28.4M	+$21.1K	9	0.73%	Increased
395	MCM McKinley Capital Management Anchorage, Alaska	$28.3M	+$8.3M	6	1.02%	Increased
396	WP WMS Partners Towson, Maryland	$28.3M	-$368K	3	3.79%	Reduced
397	Fenimore Asset Management Cobleskill, New York	$28.3M	-$7.02M	2	1.36%	Reduced
398	AAM Ardevora Asset Management London, United Kingdom	$28.2M	-$17.5M	1	1.04%	Reduced
399	Meyer Handelman Company Rye Brook, New York	$28M	-$690K	3	1.26%	Reduced
400	TA Teton Advisors Rye, New York	$28M	-$611K	14	2.45%	Reduced