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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
401	CTA Chesley Taft & Associates Chicago, Illinois	$22.8M	+$34.8K	3	2.48%	Increased
402	AIA Affinity Investment Advisors Newport Beach, California	$22.6M	-$14.2M	2	2.93%	Reduced
403	RU RobecoSam USA New York	$22.5M	-$3.19M	8	28.83%	Reduced
404	Fenimore Asset Management Cobleskill, New York	$22.4M	-$47.4K	1	1.35%	Reduced
405	FAMT Fenimore Asset Management Trust Cobleskill, New York	$22.4M	+$23.1M	1	1.35%	New
406	Utah Retirement Systems Salt Lake City, Utah	$22.4M	-$183K	9	0.72%	Reduced
407	Polar Capital London, United Kingdom	$22.2M	+$4.14M	1	0.59%	Increased
408	Washington Trust Westerly, Rhode Island	$22.1M	-$574K	2	1.77%	Reduced
409	LIA LS Investment Advisors Bloomfield Hills, Michigan	$22M	+$88.3K	7	2.65%	Increased
410	WAM World Asset Management Detroit, Michigan	$22M	-$2.82M	10	0.55%	Reduced
411	WP WMS Partners Towson, Maryland	$21.9M	+$96.5K	4	4.19%	Increased
412	HA Heartland Advisors Milwaukee, Wisconsin	$21.6M	-$1.42M	1	0.39%	Reduced
413	BPB Badgley, Phelps & Bell Seattle, Washington	$21.5M	-$352K	2	2.41%	Reduced
414	Meyer Handelman Company Rye Brook, New York	$21.4M	-$485K	3	1.14%	Reduced
415	ECM Estabrook Capital Management New York	$21.3M	-$1.69M	5	2.33%	Reduced
416	RCM Rutabaga Capital Management Boston, Massachusetts	$21.1M	+$1.87M	1	2.29%	Increased
417	ANRF Adams Natural Resources Fund Baltimore, Maryland	$21M	-$92K	1	2.54%	Reduced
418	MWAM Mariner Wealth Advisors (Madison) Overland Park, Kansas	$21M	-$64.9K	1	8.46%	Reduced
419	SCM Suffolk Capital Management New York	$21M	-$522K	2	2.81%	Reduced
420	PIM Provident Investment Management Novi, Michigan	$20.8M	+$269K	1	5.66%	Increased
421	Tocqueville Asset Management New York	$20.8M	-$5.6M	8	0.26%	Reduced
422	VAM Visium Asset Management New York	$20.7M	+$16.8M	5	0.47%	Increased
423	SAM Scopus Asset Management New York	$20.5M	-$21.1M	2	0.52%	Reduced
424	Sterling Capital Management Charlotte, North Carolina	$20.5M	-$5M	3	0.24%	Reduced
425	AWCI Alpine Woods Capital Investors Purchase, New York	$20.4M	+$981K	3	1.25%	Increased