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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	Letko, Brosseau & Associates Montreal, Quebec, Canada	$35.3M	+$7.4M	1	0.33%	Increased
452	ANRF Adams Natural Resources Fund Baltimore, Maryland	$35.1M	-$1.54M	2	5.66%	Reduced
453	RA Rovida Advisors Fort Lauderdale, Florida	$35M	+$3.57M	1	3.29%	Increased
454	PIM Provident Investment Management Novi, Michigan	$34.7M	-$502K	1	5.47%	Reduced
455	CT Cambridge Trust Cambridge, Massachusetts	$34.6M	-$4.25M	5	2.21%	Reduced
456	Wilmington Savings Fund Society Wilmington, Delaware	$34.2M	+$723K	5	1.95%	Increased
457	Cambridge Investment Research Advisors Fairfield, Iowa	$34.1M	-$759K	18	0.38%	Reduced
458	Markel Group Glen Allen, Virginia	$34M	+$2.62M	1	0.65%	Increased
459	MCM McKinley Capital Management Anchorage, Alaska	$34M	-$13K	2	1.98%	Reduced
460	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$34M	+$6.85M	5	2.28%	Increased
461	Commerzbank Aktiengesellschaft Frankfurt, Germany	$33.8M	+$11.6M	10	0.35%	Increased
462	B BP London, United Kingdom	$33.8M	+$1.01M	8	1.23%	Increased
463	FCM Flinton Capital Management Philadelphia, Pennsylvania	$33.7M	+$4.73M	9	1.13%	Increased
464	Intermede Investment Partners London, United Kingdom	$33.4M	-$1.94M	1	2.87%	Reduced
465	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$33.1M	-$2.35M	8	0.49%	Reduced
466	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$33.1M	-$1.72M	1	4.76%	Reduced
467	Jefferies Group New York	$32.6M	+$4.67M	12	0.18%	Increased
468	Scotia Capital Toronto, Ontario, Canada	$32.6M	+$5.01M	7	0.45%	Increased
469	SCI S&CO Inc Boston, Massachusetts	$32.4M	+$66.6K	1	4.08%	Increased
470	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$32.2M	-$53.2K	2	5.03%	Reduced
471	DIA Denver Investment Advisors Denver, Colorado	$32.1M	-$1.47M	6	1.7%	Reduced
472	Douglas Lane & Associates New York	$32M	-$3.48M	3	0.7%	Reduced
473	KSCM King Street Capital Management New York	$31.8M	-$8.87M	1	2.76%	Reduced
474	DnB Asset Management Oslo, Norway	$31.7M	+$3.01M	5	0.38%	Increased
475	Emerald Advisers Leola, Pennsylvania	$31.7M	-$6.47M	2	1.27%	Reduced