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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	Country Trust Bank Bloomington, Illinois	$38.5M	+$8M	4	1.65%	Increased
427	Whittier Trust South Pasadena, California	$38.5M	+$47.7K	18	1.27%	Increased
428	New Mountain Vantage Advisers New York	$37.9M	+$38.1M	1	2.92%	New
429	SIC Schwartz Investment Counsel Plymouth, Michigan	$37.5M	+$10.2M	3	2.14%	Increased
430	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$37.4M	-$855K	2	2.87%	Reduced
431	IAM Impax Asset Management Portsmouth, New Hampshire	$37.4M	-$71.5K	5	2.22%	Reduced
432	MUFG Americas New York	$37.2M	-$2.57M	10	1.15%	Reduced
433	WBC Westpac Banking Corp Sydney, Australia	$37M	+$102K	6	0.71%	Increased
434	KCM Kingdon Capital Management New York	$36.9M	-$1.56M	1	2.57%	Reduced
435	Advisors Asset Management Monument, Colorado	$36.8M	+$1.62M	15	0.63%	Increased
436	Markel Group Glen Allen, Virginia	$36.6M	+$1.8M	1	0.67%	Increased
437	UMB Bank Kansas City, Missouri	$36.5M	+$6.92M	5	1.16%	Increased
438	Emerald Advisers Leola, Pennsylvania	$36.4M	-$209K	2	1.37%	Reduced
439	Martingale Asset Management Boston, Massachusetts	$36.2M	-$5.7M	11	0.44%	Reduced
440	DK Darrell & King Charlottesville, Virginia	$36.1M	-$771K	1	5.21%	Reduced
441	Wilmington Savings Fund Society Wilmington, Delaware	$36.1M	+$1.22M	6	2.01%	Increased
442	PIM Provident Investment Management Novi, Michigan	$36M	+$1.94M	1	5.11%	Increased
443	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$35.9M	+$1.17M	1	5.64%	Increased
444	AAM AMI Asset Management Los Angeles, California	$35.9M	-$1.31M	1	2.57%	Reduced
445	TAM Tyers Asset Management Austin, Texas	$35.9M	+$8.52M	10	1.23%	Increased
446	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$35.8M	+$2.32M	5	2.38%	Increased
447	MD Financial Management Ottawa, Ontario, Canada	$35.6M	-$10.8M	2	1.65%	Reduced
448	Ingalls & Snyder LLC New York	$35.3M	-$111K	8	1.64%	Reduced
449	Cambridge Investment Research Advisors Fairfield, Iowa	$35.2M	+$81.9K	17	0.37%	Increased
450	LIA LS Investment Advisors Bloomfield Hills, Michigan	$35.2M	-$1.15M	17	2.12%	Reduced