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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
426	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$25.4M	-$1.05M	2	6.39%	Reduced
427	CTA Chesley Taft & Associates Chicago, Illinois	$25.2M	+$544K	4	2.7%	Increased
428	GIP Granite Investment Partners El Segundo, California	$25.1M	+$329K	2	3.91%	Increased
429	CAM Capstone Asset Management Houston, Texas	$25M	-$2.42M	13	0.76%	Reduced
430	Avalon Investment & Advisory Houston, Texas	$24.9M	-$274K	2	1.37%	Reduced
431	SCI S&CO Inc Boston, Massachusetts	$24.9M	-$109K	1	3.72%	Reduced
432	TU TDAM USA Toronto, Ontario, Canada	$24.7M	-$3.53M	2	1.07%	Reduced
433	Oregon Public Employees Retirement Fund Tigard, Oregon	$24.6M	-$89.9K	8	0.64%	Reduced
434	OAM Origin Asset Management London, United Kingdom	$24.6M	+$2.45M	1	1.63%	Increased
435	Allstate Corporation Northbrook, Illinois	$24.4M	+$20.8M	3	0.79%	Increased
436	MVIP Mar Vista Investment Partners Los Angeles, California	$24.4M	+$23.6M	1	1.4%	New
437	WI Wafra Inc New York	$24.3M	+$8.97M	3	2.94%	Increased
438	ECM Estabrook Capital Management New York	$23.9M	-$2.29M	5	2.43%	Reduced
439	PH Pinnacle Holdings Tulsa, Oklahoma	$23.9M	+$502K	1	6.61%	Increased
440	RCM Rutabaga Capital Management Boston, Massachusetts	$23.9M	-$2.15M	1	2.31%	Reduced
441	WP WMS Partners Towson, Maryland	$23.8M	-$240K	3	3.81%	Reduced
442	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$23.8M	+$6.21M	3	0.28%	Increased
443	PGH Partners Group Holding Baar-Zug, Switzerland	$23.7M	-$2.91M	1	5.86%	Reduced
444	First National Bank of Omaha Omaha, Nebraska	$23.7M	+$825K	5	1.75%	Increased
445	CIBC Asset Management Toronto, Ontario, Canada	$23.7M	+$2.82M	9	0.14%	Increased
446	Mutual of America Capital Management New York	$23.7M	+$11.8K	7	0.57%	Increased
447	MLM Mount Lucas Management Newtown, Pennsylvania	$23.6M	+$18.8M	2	3.24%	Increased
448	Zurich Cantonal Bank Zurich, Switzerland	$23.5M	+$3.24M	11	0.73%	Increased
449	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$23.4M	+$11.1M	1	1.5%	Increased
450	B BP London, United Kingdom	$23.2M	+$13.3M	3	0.77%	Increased