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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	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$32.7M	+$709K	1	2.22%	Increased
477	Fenimore Asset Management Cobleskill, New York	$32.7M	-$174K	3	1.24%	Reduced
478	UMB Bank Kansas City, Missouri	$32.6M	-$5.02M	5	1.06%	Reduced
479	BlueCrest Capital Management St Helier, Jersey	$32.6M	-$6.87M	9	0.89%	Reduced
480	PIM Provident Investment Management Novi, Michigan	$32.5M	-$343K	1	5.18%	Reduced
481	TAM TPH Asset Management Houston, Texas	$32.2M	-$4.56M	6	3.18%	Reduced
482	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$32.1M	-$33.6M	1	4.49%	Reduced
483	ECM Estabrook Capital Management New York	$32M	-$776K	6	4.84%	Reduced
484	Anchor Capital Advisors Boston, Massachusetts	$31.9M	-$142K	1	1.13%	Reduced
485	FCM Flinton Capital Management Philadelphia, Pennsylvania	$31.9M	+$2.97M	9	1.08%	Increased
486	SCI S&CO Inc Boston, Massachusetts	$31.6M	$0	1	3.93%	Maintained
487	E. Ohman J:or Asset Management Stockholm, Sweden	$31.6M	-$1.9M	5	2.57%	Reduced
488	WesBanco Bank Wheeling, West Virginia	$31.5M	-$1.06M	4	2.14%	Reduced
489	Glenview Trust Louisville, Kentucky	$31.4M	-$38.1K	4	2.17%	Reduced
490	RR Robotti Robert	$31.3M	-$252K	2	8.17%	Reduced
491	SCM SIR Capital Management New York	$31.3M	-$9.99M	2	6.91%	Reduced
492	Meag Munich Ergo Munich, Germany	$31.3M	+$10.5M	6	1.2%	Increased
493	Jefferies Group New York	$31.1M	+$4.55M	12	0.15%	Increased
494	CEP Chicago Equity Partners Chicago, Illinois	$30.9M	+$1.37M	10	0.94%	Increased
495	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$30.7M	-$619K	2	4.88%	Reduced
496	Markel Group Glen Allen, Virginia	$30.7M	$0	1	0.58%	Maintained
497	Scotia Capital Toronto, Ontario, Canada	$30.6M	-$657K	7	0.41%	Reduced
498	DnB Asset Management Oslo, Norway	$30.4M	-$861K	5	0.37%	Reduced
499	IAM Impax Asset Management Portsmouth, New Hampshire	$30.4M	+$16.2M	4	1.74%	Increased
500	Johnson Investment Counsel Cincinnati, Ohio	$30.2M	-$10M	5	0.76%	Reduced