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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
476	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$23M	-$7.84M	8	0.28%	Reduced
477	Ingalls & Snyder LLC New York	$22.9M	-$661K	8	1.24%	Reduced
478	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$22.8M	+$660K	7	0.44%	Increased
479	Burgundy Asset Management Toronto, Ontario, Canada	$22.8M	-$3.91M	1	0.22%	Reduced
480	Markel Group Glen Allen, Virginia	$22.5M	+$1.4M	1	0.54%	Increased
481	DS Dudley & Shanley Palm Beach, Florida	$22.3M	$0	1	4.75%	Maintained
482	Fidelity National Financial Jacksonville, Florida	$22.3M	$0	1	5.09%	Maintained
483	Glenview Trust Louisville, Kentucky	$22M	+$21.7M	3	1.82%	New
484	Dodge & Cox San Francisco, California	$21.8M	-$1.64M	1	0.02%	Reduced
485	TCM Tributary Capital Management Omaha, Nebraska	$21.7M	+$1.24M	3	2.55%	Increased
486	BCM Barometer Capital Management Toronto, Ontario, Canada	$21.7M	-$4.61M	3	2.42%	Reduced
487	TU TDAM USA Toronto, Ontario, Canada	$21.6M	-$1.3M	3	1.14%	Reduced
488	Bank of Nova Scotia Toronto, Ontario, Canada	$21.6M	+$10.7M	6	0.11%	Increased
489	Nippon Life Global Investors Americas New York	$21.5M	+$1.69M	3	1.98%	Increased
490	Nikko Asset Management Americas New York	$21.4M	-$187K	1	1.72%	Reduced
491	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$21.3M	$0	1	6.92%	Maintained
492	Tudor Investment Corp Stamford, Connecticut	$21.3M	+$17.4M	10	0.55%	Increased
493	Country Trust Bank Bloomington, Illinois	$21.3M	-$182K	2	1.08%	Reduced
494	Meag Munich Ergo Munich, Germany	$21.2M	+$3.31M	4	0.99%	Increased
495	AAM ACK Asset Management Greenwich, Connecticut	$21.2M	-$13.4M	1	6.24%	Reduced
496	People's United Financial Bridgeport, Connecticut	$21.2M	+$1.49M	10	0.78%	Increased
497	MUFG Americas New York	$21.2M	-$226K	7	0.7%	Reduced
498	WI WBI Investments Red Bank, New Jersey	$21.1M	+$15.9M	2	0.91%	Increased
499	BOK Financial Tulsa, Oklahoma	$21.1M	+$1.11M	11	0.69%	Increased
500	Zurich Insurance Group Zurich, Switzerland	$21.1M	+$2.16M	5	0.67%	Increased