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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
501	GWM Greenwich Wealth Management Greenwich, Connecticut	$18.9M	$0	2	1.27%	Maintained
502	CC Chubb Corp Warren, New Jersey	$18.9M	$0	1	1.03%	Maintained
503	NOCM Night Owl Capital Management Greenwich, Connecticut	$18.8M	-$66.8K	1	8.43%	Reduced
504	QI Qualcomm Inc San Diego, California	$18.6M	$0	2	1.31%	Maintained
505	Cooke & Bieler Philadelphia, Pennsylvania	$18.6M	+$685K	2	0.43%	Increased
506	MLM Mount Lucas Management Newtown, Pennsylvania	$18.6M	-$3.59M	2	3.21%	Reduced
507	PP Paloma Partners Greenwich, Connecticut	$18.5M	+$14.7M	7	0.85%	Increased
508	CRCP Copper Rock Capital Partners Boston, Massachusetts	$18.4M	-$10.3M	1	2.01%	Reduced
509	Martingale Asset Management Boston, Massachusetts	$18.3M	-$4.95M	8	0.57%	Reduced
510	MUFG Americas New York	$18.3M	-$544K	14	0.62%	Reduced
511	AMG National Trust Bank Greenwood Village, Colorado	$18.2M	-$376K	4	1.89%	Reduced
512	ArrowMark Colorado Holdings Denver, Colorado	$18.1M	+$3.9M	2	0.5%	Increased
513	SAM Strategy Asset Managers Pasadena, California	$18.1M	-$3.12M	2	3.96%	Reduced
514	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$18M	-$1.29M	8	0.55%	Reduced
515	CCM Compass Capital Management Minneapolis, Minnesota	$17.9M	-$92.3K	1	3.44%	Reduced
516	LG LaFleur & Godfrey Grand Rapids, Michigan	$17.8M	-$382K	2	4.89%	Reduced
517	Eastern Bank Boston, Massachusetts	$17.6M	+$328K	2	1.43%	Increased
518	GAI General American Investors New York	$17.6M	$0	1	1.41%	Maintained
519	ALPS Advisors Denver, Colorado	$17.6M	+$1.02M	2	0.14%	Increased
520	New Mexico Educational Retirement Board Santa Fe, New Mexico	$17.4M	-$292K	6	0.71%	Reduced
521	DILH Dai-ichi Life Holdings Tokyo, Japan	$17.4M	-$3.44M	7	0.52%	Reduced
522	IFB iAB Financial Bank Fort Wayne, Indiana	$17.4M	+$37.7K	1	15.56%	Increased
523	BPBT Boston Private Bank & Trust Boston, Massachusetts	$17.4M	+$292K	10	0.85%	Increased
524	CIBC World Market Toronto, Ontario, Canada	$17.3M	-$519K	3	0.06%	Reduced
525	Churchill Management Los Angeles, California	$17.3M	+$3.75M	1	0.71%	Increased