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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	MFP Michael F. Price	$36.8M	$0	2	4.57%	Maintained
452	Country Trust Bank Bloomington, Illinois	$36.7M	-$5.73M	5	1.58%	Reduced
453	CI Cooper Investors Melbourne, Victoria, Australia	$36.3M	+$8.63M	2	4.51%	Increased
454	AAM AMI Asset Management Los Angeles, California	$36.1M	-$1.43M	1	2.49%	Reduced
455	Ingalls & Snyder LLC New York	$35.9M	+$3.85M	7	1.65%	Increased
456	MN Services Vermogensbeheer The Hague, Netherlands	$35.8M	-$2.45M	7	1.13%	Reduced
457	AAM ACK Asset Management Greenwich, Connecticut	$35.8M	+$14.5M	1	8.03%	Increased
458	RA Rovida Advisors Fort Lauderdale, Florida	$35.7M	-$17.9M	1	3.74%	Reduced
459	Advisors Asset Management Monument, Colorado	$35.6M	+$1.47M	14	0.59%	Increased
460	Crossmark Global Holdings Houston, Texas	$35M	-$4.85M	14	0.84%	Reduced
461	QIM Quantitative Investment Management Charlottesville, Virginia	$35M	-$29.2M	5	0.52%	Reduced
462	B BP London, United Kingdom	$34.7M	-$2.7M	7	1.23%	Reduced
463	Intermede Investment Partners London, United Kingdom	$34.6M	+$1.62M	1	2.94%	Increased
464	TCM Tributary Capital Management Omaha, Nebraska	$34.5M	-$1.18M	3	3%	Reduced
465	LIA LS Investment Advisors Bloomfield Hills, Michigan	$34.4M	-$1.02M	17	2%	Reduced
466	Douglas Lane & Associates New York	$34.4M	-$3.85M	3	0.73%	Reduced
467	NI Nuance Investments Kansas City, Missouri	$34M	-$23.6M	5	2.27%	Reduced
468	CBT Capital Bank & Trust Irvine, California	$33.8M	-$25.8M	10	0.46%	Reduced
469	DIA Denver Investment Advisors Denver, Colorado	$33.7M	+$1.17M	6	1.68%	Increased
470	D.A. Davidson & Co Great Falls, Montana	$33.3M	-$9.95M	16	0.7%	Reduced
471	Colony Group Boston, Massachusetts	$33.3M	-$404K	4	2.08%	Reduced
472	WP WMS Partners Towson, Maryland	$33.1M	+$809K	5	3.73%	Increased
473	KCM Kingdon Capital Management New York	$33M	-$23.4M	1	2.13%	Reduced
474	People's United Financial Bridgeport, Connecticut	$33M	-$239K	7	1.03%	Reduced
475	BOK Financial Tulsa, Oklahoma	$32.8M	-$456K	10	0.9%	Reduced