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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	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$42.1M	-$2.43M	7	3.51%	Reduced
402	WC Wexford Capital West Palm Beach, Florida	$42.1M	+$9.68M	2	3.07%	Increased
403	Everett Harris & Co Los Angeles, California	$41.8M	+$41.3K	3	1.16%	Increased
404	AR Advisory Research Chicago, Illinois	$41.5M	-$1.23M	3	0.75%	Reduced
405	Treasurer of the State of North Carolina Raleigh, North Carolina	$41.5M	+$43.8M	9	1.08%	Increased
406	Regions Financial Corp Birmingham, Alabama	$41.5M	-$5.63M	17	0.47%	Reduced
407	MN Services Vermogensbeheer The Hague, Netherlands	$41.2M	+$648K	7	1.07%	Increased
408	State of Alaska Department of Revenue Juneau, Alaska	$41.2M	-$5.7M	16	0.86%	Reduced
409	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$41M	-$1.05M	6	1.91%	Reduced
410	AAM ACK Asset Management Greenwich, Connecticut	$40.8M	+$1.91M	1	10.26%	Increased
411	Chartwell Investment Partners Berywn, Pennsylvania	$40.8M	+$15.8M	4	1.39%	Increased
412	Xact Kapitalforvaltning Stockholm, Sweden	$40.4M	+$2.41M	15	0.91%	Increased
413	NA Neuburgh Advisers Los Angeles, California	$40.2M	+$5.69M	13	1.41%	Increased
414	HCM Howland Capital Management Boston, Massachusetts	$40.1M	-$103K	4	3.23%	Reduced
415	Amalgamated Bank New York	$40.1M	+$472K	16	1.06%	Increased
416	CGM Capital Growth Management Boston, Massachusetts	$40M	+$40M	1	1.78%	New
417	ExxonMobil Investment Management Irving, Texas	$39.9M	-$1.61M	7	1.15%	Reduced
418	IndexIQ Advisors New York	$39.6M	+$16.8M	8	1.27%	Increased
419	PIA Piedmont Investment Advisors Durham, North Carolina	$39.6M	-$15.3M	11	1.06%	Reduced
420	Cambiar Investors Denver, Colorado	$39.5M	-$1.35K	2	0.63%	Reduced
421	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$39.5M	-$355K	2	3.13%	Reduced
422	BI Bredin Investment Wilmington, Delaware	$39.2M	$0	1	33.9%	Maintained
423	Martingale Asset Management Boston, Massachusetts	$39.1M	+$129K	11	0.5%	Increased
424	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$38.9M	-$11.1M	1	0.36%	Reduced
425	SCA Salient Capital Advisors Houston, Texas	$38.8M	+$2.33M	1	0.96%	Increased