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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
451	Los Angeles Capital Management Los Angeles, California	$23.8M	-$1.87M	6	0.22%	Reduced
452	SH SeaTown Holdings Singapore	$23.8M	+$23.8M	1	2.83%	New
453	PIA Piedmont Investment Advisors Durham, North Carolina	$23.6M	+$23.7M	4	0.5%	Increased
454	Gofen & Glossberg Chicago, Illinois	$23.2M	+$286K	5	0.98%	Increased
455	WBC Westpac Banking Corp Sydney, Australia	$22.9M	-$2.11M	7	0.22%	Reduced
456	FIM FourPoints Investment Managers Paris, France	$22.9M	-$1.85M	2	5.23%	Reduced
457	RCM Rutabaga Capital Management Boston, Massachusetts	$22.8M	+$268K	1	2.28%	Increased
458	BCM BTR Capital Management Oakland, California	$22.5M	+$3.13M	5	5.3%	Increased
459	Trillium Asset Management Boston, Massachusetts	$22.3M	+$788K	2	1.43%	Increased
460	First Pacific Advisors El Segundo, California	$22.3M	$0	1	0.18%	Maintained
461	LHC Lodge Hill Capital New York	$22.3M	+$15.9M	1	3.88%	Increased
462	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$22.2M	+$855K	4	6.12%	Increased
463	CC Carlson Capital Dallas, Texas	$22M	+$21.9M	1	0.24%	New
464	Fenimore Asset Management Cobleskill, New York	$21.7M	-$33.4K	1	1.12%	Reduced
465	CIBC World Market Toronto, Ontario, Canada	$21.7M	+$2.93M	4	0.09%	Increased
466	AIA AGF Investments America Toronto, Ontario, Canada	$21.5M	+$38.5K	3	10.84%	Increased
467	LCM Logan Capital Management Newtown Square, Pennsylvania	$21.5M	-$1.74M	3	1.58%	Reduced
468	Ingalls & Snyder LLC New York	$21.5M	-$385K	8	1.18%	Reduced
469	Picton Mahoney Asset Management Toronto, Ontario, Canada	$21.5M	+$15.7M	2	1.06%	Increased
470	FP Foundry Partners Minneapolis, Minnesota	$21.4M	+$6.79M	3	1.71%	Increased
471	SM Stratton Management King Of Prussia, Pennsylvania	$21.3M	-$1.74M	4	0.93%	Reduced
472	Mackenzie Financial Toronto Ontario, Ontario, Canada	$21.3M	+$858K	2	0.12%	Increased
473	NIMI Natixis Investment Managers International Paris, France	$21.3M	-$268K	11	2.62%	Reduced
474	South Dakota Investment Council Sioux Falls, South Dakota	$21.3M	+$967K	5	0.43%	Increased
475	Fiduciary Trust Boston, Massachusetts	$21M	+$1.84M	5	0.87%	Increased