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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	SWM Segment Wealth Management Houston, Texas	$25.4M	+$471K	2	8.5%	Increased
427	O'Shaughnessy Asset Management Stamford, Connecticut	$25.3M	+$8.57M	7	0.49%	Increased
428	Mutual of America Capital Management New York	$25.2M	+$442K	9	0.55%	Increased
429	Bank of Nova Scotia Toronto, Ontario, Canada	$24.9M	+$3.23M	5	0.11%	Increased
430	Los Angeles Capital Management Los Angeles, California	$24.6M	-$8.02M	7	0.23%	Reduced
431	LIA LS Investment Advisors Bloomfield Hills, Michigan	$24.5M	-$271K	10	1.87%	Reduced
432	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$24.4M	-$112K	10	0.75%	Reduced
433	RCM Rutabaga Capital Management Boston, Massachusetts	$24.4M	-$51.3K	1	2.4%	Reduced
434	ANRF Adams Natural Resources Fund Baltimore, Maryland	$23.6M	-$2.58M	1	3.25%	Reduced
435	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$23.6M	+$599K	2	5.43%	Increased
436	Oregon Public Employees Retirement Fund Tigard, Oregon	$23.5M	+$214K	9	0.55%	Increased
437	RU RobecoSam USA New York	$23.5M	+$2.16M	9	26.44%	Increased
438	Martingale Asset Management Boston, Massachusetts	$23.5M	+$4.03M	8	0.56%	Increased
439	OAMG Odey Asset Management Group London, United Kingdom	$23.5M	-$715K	1	1.33%	Reduced
440	Fenimore Asset Management Cobleskill, New York	$23.4M	-$76.1K	1	1.21%	Reduced
441	Jupiter Investment Management London, United Kingdom	$23.2M	-$22.8M	2	0.74%	Reduced
442	FIM FourPoints Investment Managers Paris, France	$23.1M	-$6.96M	2	4.81%	Reduced
443	Gofen & Glossberg Chicago, Illinois	$23M	+$78.5K	5	0.99%	Increased
444	Williams Jones & Associates New York	$23M	+$462K	4	0.92%	Increased
445	BPBT Boston Private Bank & Trust Boston, Massachusetts	$22.9M	+$501K	12	1.06%	Increased
446	SM Stratton Management King Of Prussia, Pennsylvania	$22.8M	-$8.76K	4	0.93%	Reduced
447	Stephens Investment Management Group Houston, Texas	$22.8M	+$426K	2	0.68%	Increased
448	WI Wafra Inc New York	$22.6M	+$10M	2	2.37%	Increased
449	NIMI Natixis Investment Managers International Paris, France	$22.5M	-$4.03M	11	2.87%	Reduced
450	ORIO Old Republic International (ORI) Chicago, Illinois	$22.3M	+$2.95M	1	1.25%	Increased