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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	Braun Stacey Associates New York	$36.4M	-$12.5M	3	2.33%	Reduced
402	Employees Provident Fund Board Shah Alam, Malaysia	$36M	+$45.7M	1	0.95%	New
403	FWSM First Wilshire Securities Management Pasadena, California	$35.7M	-$11.5M	3	14.2%	Reduced
404	Norinchukin Bank Tokyo, Japan	$35.6M	-$34.9M	7	0.55%	Reduced
405	CB Chemical Bank Detroit, Michigan	$35.5M	-$21.9M	5	4.03%	Reduced
406	Oppenheimer & Co New York	$35.1M	-$8.35M	15	0.96%	Reduced
407	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$35M	-$3.85M	1	2.1%	Reduced
408	AI Atom Investors Austin, Texas	$35M	+$12.6M	8	2.28%	Increased
409	MAP Managed Asset Portfolios Rochester, Michigan	$34.9M	-$146K	1	7.89%	Reduced
410	CCM Compass Capital Management Minneapolis, Minnesota	$34.8M	-$1.92M	1	4.15%	Reduced
411	Amalgamated Bank New York	$34.5M	-$1.31M	20	0.8%	Reduced
412	NN Investment Partners Holdings The Hague, Netherlands	$34.2M	-$9.48M	5	0.27%	Reduced
413	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$34.2M	-$1.87M	16	0.58%	Reduced
414	MTC McDaniel Terry & Co Austin, Texas	$34M	-$273K	1	5.65%	Reduced
415	Vontobel Asset Management New York	$33.8M	+$527K	1	0.25%	Increased
416	SGAM Smith Group Asset Management Dallas, Texas	$33.8M	+$32.5M	4	1.13%	Increased
417	SFC SYM Financial Corp Winona Lake, Indiana	$33.7M	-$21M	1	21.63%	Reduced
418	CC Carlson Capital Dallas, Texas	$33.5M	+$5.23M	1	0.51%	Increased
419	Marshall Wace Asia Central, Hong Kong	$33.3M	-$58.9M	1	0.81%	Reduced
420	DnB Asset Management Oslo, Norway	$33.2M	-$4.54M	5	0.38%	Reduced
421	Bank of Nova Scotia Toronto, Ontario, Canada	$33M	-$47.1M	6	0.14%	Reduced
422	Glenview Trust Louisville, Kentucky	$33M	-$1.28M	4	2.05%	Reduced
423	Advisors Asset Management Monument, Colorado	$33M	-$1.17M	12	0.59%	Reduced
424	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$32.8M	$0	1	1.3%	Maintained
425	AFG American Financial Group Cincinnati, Ohio	$32.8M	$0	1	2.68%	Maintained