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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	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$22.2M	-$695K	7	0.48%	Reduced
452	SAM Skyline Asset Management Chicago, Illinois	$22.1M	+$22.8K	1	1.58%	Increased
453	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$22.1M	-$852K	3	3.22%	Reduced
454	B BP London, United Kingdom	$22M	-$7.17M	5	0.85%	Reduced
455	Country Trust Bank Bloomington, Illinois	$21.9M	+$5.91M	3	1.13%	Increased
456	Acadian Asset Management Boston, Massachusetts	$21.9M	+$1.49M	6	0.11%	Increased
457	Markel Group Glen Allen, Virginia	$21.9M	+$1.69M	1	0.56%	Increased
458	SAM Scopus Asset Management New York	$21.8M	-$17M	1	0.36%	Reduced
459	TU TDAM USA Toronto, Ontario, Canada	$21.6M	+$24K	3	1.07%	Increased
460	CCM Compass Capital Management Minneapolis, Minnesota	$21.5M	+$87K	1	4.04%	Increased
461	Xact Kapitalforvaltning Stockholm, Sweden	$21.4M	+$21.4M	6	0.76%	New
462	Cooke & Bieler Philadelphia, Pennsylvania	$21.4M	-$5.68M	2	0.45%	Reduced
463	MTC McDaniel Terry & Co Austin, Texas	$21.4M	+$183K	1	4.58%	Increased
464	Dodge & Cox San Francisco, California	$21.3M	-$418K	1	0.02%	Reduced
465	O'Shaughnessy Asset Management Stamford, Connecticut	$21.3M	-$19M	8	0.5%	Reduced
466	MUFG Americas New York	$21.2M	-$204K	8	0.72%	Reduced
467	Pzena Investment Management New York	$21.1M	-$12.8M	1	0.13%	Reduced
468	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$21M	-$4.23M	1	3.66%	Reduced
469	BCM BTR Capital Management Oakland, California	$20.9M	-$52.9K	5	4.7%	Reduced
470	Stephens Investment Management Group Houston, Texas	$20.8M	+$1M	2	0.62%	Increased
471	ArrowMark Colorado Holdings Denver, Colorado	$20.8M	-$487K	4	0.38%	Reduced
472	TEC Tiger Eye Capital Nashville, Tennessee	$20.7M	+$19.8M	1	2.57%	New
473	Thompson Siegel & Walmsley Richmond, Virginia	$20.6M	+$18M	6	0.32%	Increased
474	BPM Bronson Point Management Fairfield, Connecticut	$20.6M	+$12.7M	2	6.23%	Increased
475	South Dakota Investment Council Sioux Falls, South Dakota	$20.5M	-$2.16M	5	0.43%	Reduced