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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	Jane Street New York	$35.4M	-$2.03M	14	0.06%	Reduced
402	MBA Maple-Brown Abbott Barangaroo, Australia	$34.9M	+$2.57M	1	2.76%	Increased
403	CCM Compass Capital Management Minneapolis, Minnesota	$34.9M	-$75K	1	4.08%	Reduced
404	SJIC St. James Investment Company Southlake, Texas	$34.8M	+$18.5M	1	3.2%	Increased
405	OAM Oxford Asset Management Oxford, United Kingdom	$34.7M	-$4.91M	15	0.84%	Reduced
406	Commerce Bank Kansas City, Missouri	$34.4M	+$6.63M	10	0.35%	Increased
407	Teacher Retirement System of Texas Austin, Texas	$34.3M	-$59.5M	4	0.3%	Reduced
408	Employees Provident Fund Board Shah Alam, Malaysia	$34.2M	$0	1	0.92%	Maintained
409	H Hexavest Montreal, Quebec, Canada	$34M	-$857K	4	0.46%	Reduced
410	BCM BTR Capital Management Oakland, California	$34M	+$244K	7	6.39%	Increased
411	MTC McDaniel Terry & Co Austin, Texas	$33.8M	-$378K	1	5.42%	Reduced
412	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$33.8M	-$2.35M	1	1.49%	Reduced
413	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$33.6M	-$10.2K	16	0.6%	Reduced
414	RHJA Rice Hall James & Associates San Diego, California	$33.5M	-$4.1M	4	1.2%	Reduced
415	Oppenheimer & Co New York	$33.5M	-$1.71M	16	0.91%	Reduced
416	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$33.4M	+$609K	7	3.1%	Increased
417	NN Investment Partners Holdings The Hague, Netherlands	$33.2M	-$427K	5	0.26%	Reduced
418	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$33.2M	+$10.4M	7	1.32%	Increased
419	CPI Crestview Partners II New York	$32.9M	$0	1	46.48%	Maintained
420	Artemis Investment Management Edinburgh, United Kingdom	$32.8M	+$13.3M	2	0.45%	Increased
421	Advisors Asset Management Monument, Colorado	$32.8M	-$491K	14	0.6%	Reduced
422	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$32.4M	-$45.1M	3	2.52%	Reduced
423	BCM Barometer Capital Management Toronto, Ontario, Canada	$32.4M	-$6.56M	5	3.49%	Reduced
424	E. Ohman J:or Asset Management Stockholm, Sweden	$32.3M	+$2.2M	5	2.03%	Increased
425	SFC SYM Financial Corp Winona Lake, Indiana	$32.3M	+$294K	1	21.59%	Increased