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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	FFA First Foundation Advisors Irvine, California	$23.4M	+$379K	3	1.7%	Increased
427	Ingalls & Snyder LLC New York	$23.3M	-$105K	8	1.48%	Reduced
428	Dodge & Cox San Francisco, California	$23.3M	-$660K	1	0.02%	Reduced
429	BI BlueSpruce Investments Chicago, Illinois	$23.3M	+$370K	1	6.51%	Increased
430	I.G. Investment Management Winnipeg, Manitoba, Canada	$23M	+$4.01M	6	0.09%	Increased
431	WC Walthausen & Co Malta, New York	$23M	+$4.23M	2	2.43%	Increased
432	ALPS Advisors Denver, Colorado	$22.9M	-$76.6M	2	0.24%	Reduced
433	ANRF Adams Natural Resources Fund Baltimore, Maryland	$22.8M	$0	1	3.86%	Maintained
434	AIM Avity Investment Management Greenwich, Connecticut	$22.6M	-$166K	1	3.63%	Reduced
435	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$22.6M	-$11.4M	2	3.76%	Reduced
436	MSA Mason Street Advisors Milwaukee, Wisconsin	$22.6M	+$2.24M	15	0.69%	Increased
437	BCM BTR Capital Management Oakland, California	$22.5M	-$1.42M	5	5.24%	Reduced
438	CC Capital Counsel New York	$22.5M	-$69M	1	2.03%	Reduced
439	Mitsubishi UFJ Asset Management Tokyo, Japan	$22.4M	+$801K	8	0.61%	Increased
440	CAM Capstone Asset Management Houston, Texas	$22.4M	-$5.18M	14	0.64%	Reduced
441	ACM American Capital Management New York	$22.3M	-$120K	2	1.95%	Reduced
442	Burgundy Asset Management Toronto, Ontario, Canada	$22.2M	+$189K	1	0.23%	Increased
443	RCM Rutabaga Capital Management Boston, Massachusetts	$22.2M	-$6.58M	1	3.6%	Reduced
444	Mackenzie Financial Toronto Ontario, Ontario, Canada	$22.2M	+$15.7M	4	0.2%	Increased
445	Jacobs Levy Equity Management Florham Park, New Jersey	$22.2M	-$155K	7	0.47%	Reduced
446	UMB Bank Kansas City, Missouri	$21.9M	+$2.94M	4	0.93%	Increased
447	Huntington National Bank Columbus, Ohio	$21.7M	-$6.25M	11	0.53%	Reduced
448	SAM Skyline Asset Management Chicago, Illinois	$21.6M	+$727K	1	1.53%	Increased
449	United Capital Financial Advisors Irving, Texas	$21.6M	+$577K	9	0.24%	Increased
450	DS Dudley & Shanley Palm Beach, Florida	$21.6M	-$234K	1	4.71%	Reduced