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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	Whittier Trust South Pasadena, California	$26.9M	-$774K	17	1.09%	Reduced
452	Emerald Advisers Leola, Pennsylvania	$26.7M	+$12M	1	1.1%	Increased
453	GVI Green Valley Investors Wilmington, Delaware	$26.7M	-$73.1K	1	1.31%	Reduced
454	Nikko Asset Management Americas New York	$26.5M	+$2.65M	1	1.96%	Increased
455	TU TDAM USA Toronto, Ontario, Canada	$26.4M	+$2.65M	3	1.33%	Increased
456	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$26.1M	+$1.6M	8	0.28%	Increased
457	Miller Howard Investments Kingston, New York	$25.8M	-$1.5M	4	0.5%	Reduced
458	Markel Group Glen Allen, Virginia	$25.8M	+$1.71M	1	0.58%	Increased
459	Castle Hook Partners New York	$25.7M	-$6.37M	2	1.38%	Reduced
460	Ingalls & Snyder LLC New York	$25.6M	+$1K	7	1.36%	Increased
461	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$25.4M	-$5.85M	1	1.31%	Reduced
462	Bowen Hanes & Co Ponte Vedra Beach, Florida	$25.1M	-$16.3M	3	1.26%	Reduced
463	B BP London, United Kingdom	$25M	-$6.21M	5	0.95%	Reduced
464	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$25M	+$194K	7	0.42%	Increased
465	Andra AP-fonden Goteborg, Sweden	$24.9M	-$3.83M	7	0.58%	Reduced
466	BCM BTR Capital Management Oakland, California	$24.9M	+$3.34M	5	5.21%	Increased
467	CT Cambridge Trust Cambridge, Massachusetts	$24.9M	+$9.52M	5	1.65%	Increased
468	Braun Stacey Associates New York	$24.8M	-$6.04M	3	1.57%	Reduced
469	Cooke & Bieler Philadelphia, Pennsylvania	$24.8M	+$7.77M	2	0.48%	Increased
470	AIM Avity Investment Management Greenwich, Connecticut	$24.8M	+$54.4K	2	3.47%	Increased
471	Fidelity National Financial Jacksonville, Florida	$24.7M	$0	1	5.82%	Maintained
472	BOK Financial Tulsa, Oklahoma	$24.7M	+$1.41M	11	0.77%	Increased
473	Factory Mutual Insurance Waltham, Massachusetts	$24.6M	-$6.79M	2	0.29%	Reduced
474	AGF Investments Inc Toronto, Ontario, Canada	$24.5M	+$18.3M	6	0.27%	Increased
475	GH GAM Holding Zurich, Switzerland	$24.2M	+$4.82M	6	0.38%	Increased