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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	BOK Financial Tulsa, Oklahoma	$16.5M	+$1.39M	9	0.62%	Increased
502	WBG Wharton Business Group Malvern, Pennsylvania	$16.5M	+$2.83M	1	1.63%	Increased
503	Kennedy Capital Management St Louis, Missouri	$16.4M	-$83.5K	5	0.34%	Reduced
504	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$16.4M	-$108K	7	4.59%	Reduced
505	Markel Group Glen Allen, Virginia	$16.3M	+$1.34M	1	0.43%	Increased
506	HBK Investments Dallas, Texas	$16.3M	+$12.7M	5	0.16%	Increased
507	Chilton Investment Company Stamford, Connecticut	$16.1M	-$1.03M	1	0.57%	Reduced
508	VAM Visium Asset Management New York	$16M	+$1.43M	5	0.22%	Increased
509	YIA YHB Investment Advisors West Hartford, Connecticut	$15.8M	-$89.4K	4	3.74%	Reduced
510	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$15.8M	+$17.1M	1	9.37%	New
511	Commerzbank Aktiengesellschaft Frankfurt, Germany	$15.8M	-$6.7M	10	0.12%	Reduced
512	MBA Maple-Brown Abbott Barangaroo, Australia	$15.5M	+$6.97M	2	5.88%	Increased
513	Bowen Hanes & Co Ponte Vedra Beach, Florida	$15.5M	-$10.8M	2	0.89%	Reduced
514	WBC Westpac Banking Corp Sydney, Australia	$15.5M	-$3.39M	7	0.17%	Reduced
515	HCM Howland Capital Management Boston, Massachusetts	$15.5M	+$528K	2	1.69%	Increased
516	TCMG TSP Capital Management Group Summit, New Jersey	$15.5M	+$112K	3	8.68%	Increased
517	SCM Suffolk Capital Management New York	$15.4M	-$10.5M	2	2.05%	Reduced
518	SAM Skyline Asset Management Chicago, Illinois	$15.4M	+$216K	1	1.16%	Increased
519	PWAM Park West Asset Management San Francisco, California	$15.4M	+$15.4M	1	1.4%	New
520	F.L. Putnam Investment Management Lynnfield, Massachusetts	$15.4M	-$344K	1	1.91%	Reduced
521	Williams Jones & Associates New York	$15.3M	-$9.55M	4	0.69%	Reduced
522	CC Chubb Corp Warren, New Jersey	$15.3M	$0	1	0.88%	Maintained
523	Trillium Asset Management Boston, Massachusetts	$15.3M	-$4.22M	4	1.07%	Reduced
524	OAMG Odey Asset Management Group London, United Kingdom	$15.2M	+$1.3M	1	1.21%	Increased
525	PineBridge Investments New York	$15.2M	+$3.5K	12	0.65%	Increased