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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	Clifford Swan Investment Counsel Pasadena, California	$26.5M	-$473K	4	1.36%	Reduced
452	Oppenheimer & Co New York	$26.5M	+$651K	17	0.68%	Increased
453	RT Rockland Trust Hanover, Massachusetts	$26.3M	-$571K	2	2.37%	Reduced
454	SC Sasco Capital Fairfield, Connecticut	$26.2M	+$6.05K	2	4.12%	Increased
455	Stock Yards Bank & Trust Louisville, Kentucky	$26.2M	-$3.43M	3	2.31%	Reduced
456	KA Kerrisdale Advisers Miami, Florida	$26.1M	$0	1	2.94%	Maintained
457	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$26.1M	-$1.53M	8	0.9%	Reduced
458	LCP LGT Capital Partners Pfaeffikon, Switzerland	$26.1M	+$550K	3	1.29%	Increased
459	Oregon Public Employees Retirement Fund Tigard, Oregon	$25.9M	-$11.1M	15	0.38%	Reduced
460	First Merchants Corp Muncie, Indiana	$25.9M	-$166K	5	2.18%	Reduced
461	DS Dudley & Shanley Palm Beach, Florida	$25.4M	-$99.7K	2	7.03%	Reduced
462	BOK Financial Tulsa, Oklahoma	$24.9M	+$2.11M	12	0.59%	Increased
463	People's United Financial Bridgeport, Connecticut	$24.8M	+$526K	5	0.72%	Increased
464	ZCM Ziegler Capital Management Chicago, Illinois	$24.7M	-$6.68M	5	0.79%	Reduced
465	WPC Waters Parkerson & Co New Orleans, Louisiana	$24.7M	+$145K	2	2%	Increased
466	Picton Mahoney Asset Management Toronto, Ontario, Canada	$24.6M	+$21.4M	2	1.42%	Increased
467	AAM Aureus Asset Management Boston, Massachusetts	$24.4M	+$1.59M	4	2.66%	Increased
468	PP PDT Partners New York	$24.4M	-$5.32M	12	1.66%	Reduced
469	MUFG Americas New York	$24.4M	-$689K	6	0.7%	Reduced
470	CTA Chesley Taft & Associates Chicago, Illinois	$24.4M	-$399K	7	1.86%	Reduced
471	GGHC Gilder Gagnon Howe & Co New York	$24.3M	+$24.7M	1	0.19%	New
472	WDA Wendell David Associates Portsmouth, New Hampshire	$24.2M	-$358K	1	3.5%	Reduced
473	PP Paloma Partners Greenwich, Connecticut	$24.1M	+$11.8M	13	0.42%	Increased
474	HA Heartland Advisors Milwaukee, Wisconsin	$24M	+$425K	4	2.14%	Increased
475	Advisors Asset Management Monument, Colorado	$24M	+$3.38M	15	0.47%	Increased