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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	UMB Bank Kansas City, Missouri	$39.9M	+$10.4M	20	0.63%	Increased
377	WIM Weitz Investment Management Omaha, Nebraska	$39.9M	-$6.18M	1	2.26%	Reduced
378	Country Trust Bank Bloomington, Illinois	$39.8M	-$4.72M	4	1.18%	Reduced
379	SCM Sirios Capital Management Boston, Massachusetts	$39.4M	+$5.44M	2	7.26%	Increased
380	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$39.3M	+$12.6M	5	0.21%	Increased
381	Douglas Lane & Associates New York	$39.3M	-$4.36M	3	0.66%	Reduced
382	USS Investment Management London, United Kingdom	$39M	+$555K	5	0.55%	Increased
383	Virginia Retirement Systems Richmond, Virginia	$38.9M	+$9.1M	9	0.41%	Increased
384	IFM Investors Melbourne, Australia	$38.7M	-$1.29M	8	0.65%	Reduced
385	SJIC St. James Investment Company Southlake, Texas	$38.2M	+$3.39M	1	5.76%	Increased
386	Letko, Brosseau & Associates Montreal, Quebec, Canada	$38.1M	-$19M	1	0.69%	Reduced
387	HRT Financial New York	$38.1M	+$15.1M	13	0.54%	Increased
388	Gulf International Bank (UK) London, United Kingdom	$38.1M	+$600K	9	0.67%	Increased
389	Brinker Capital Investments Berwyn, Pennsylvania	$37.8M	-$3.2M	11	0.75%	Reduced
390	New York Life Investment Management New York	$37.7M	+$271K	15	0.43%	Increased
391	Swiss Life Asset Management Zurich,	$37.6M	-$6.71M	12	0.63%	Reduced
392	Confluence Investment Management St. Louis, Missouri	$37.4M	-$703K	3	0.56%	Reduced
393	Bahl & Gaynor Cincinnati, Ohio	$37.2M	+$903K	4	0.23%	Increased
394	NPIC Neumeier Poma Investment Counsel Carmel, California	$37.1M	-$5.48M	1	3.44%	Reduced
395	Maryland State Retirement & Pension System Baltimore, Maryland	$36.8M	+$23M	19	1.08%	Increased
396	Utah Retirement Systems Salt Lake City, Utah	$36.6M	-$317K	11	0.58%	Reduced
397	Creative Planning Overland Park, Kansas	$36.6M	+$2.14M	19	0.06%	Increased
398	Zurich Insurance Group Zurich, Switzerland	$35.9M	-$13.4M	1	0.51%	Reduced
399	CPI Crestview Partners II New York	$35.9M	$0	1	4.67%	Maintained
400	AWAM Appian Way Asset Management New York	$35.8M	+$35.7M	2	12.45%	New