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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	TA Teton Advisors Rye, New York	$24.4M	-$361K	13	2.36%	Reduced
502	OAM Ostrum Asset Management Paris, France	$24.1M	+$7.79M	8	6.67%	Increased
503	F.L. Putnam Investment Management Lynnfield, Massachusetts	$23.9M	-$607K	5	1.92%	Reduced
504	KLWA Kelly Lawrence W & Associates Pasadens, California	$23.7M	-$677K	5	4.04%	Reduced
505	VHMC Value Holdings Management Company Hampton Bays, New York	$23.5M	$0	1	7.64%	Maintained
506	NPIC Neumeier Poma Investment Counsel Carmel, California	$23.4M	+$13.1M	2	1.94%	Increased
507	CIBC Asset Management Toronto, Ontario, Canada	$23.4M	-$1.54M	11	0.14%	Reduced
508	LHC Lodge Hill Capital New York	$23.3M	-$8.04M	1	5.56%	Reduced
509	KIA KCM Investment Advisors Greenbrae, California	$23.3M	-$4.26M	6	1.4%	Reduced
510	ST Sabal Trust St. Petersburg, Florida	$23.1M	-$2.04M	1	2.03%	Reduced
511	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$22.9M	-$3.87M	6	0.16%	Reduced
512	SC Serenity Capital Palo Alto, California	$22.8M	$0	1	6.9%	Maintained
513	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$22.6M	+$1.03M	17	1.58%	Increased
514	Pacer Advisors Malvern, Pennsylvania	$22.6M	-$103K	10	0.55%	Reduced
515	PIP Permian Investment Partners Dallas, Texas	$22.3M	-$12.7M	1	4.89%	Reduced
516	DAM Delta Asset Management Memphis, Tennessee	$22.2M	-$1.1M	6	3.07%	Reduced
517	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$22.2M	-$25M	6	0.91%	Reduced
518	Great Lakes Advisors Chicago, Illinois	$22.1M	-$3.07M	9	0.48%	Reduced
519	BOK Financial Tulsa, Oklahoma	$21.9M	-$4M	11	0.53%	Reduced
520	NA Neuburgh Advisers Los Angeles, California	$21.8M	-$9.04M	13	0.7%	Reduced
521	EAM Exane Asset Management Paris, France	$21.7M	+$11.3M	1	9.63%	Increased
522	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$21.7M	-$4.26M	6	0.6%	Reduced
523	CS Central Securities New York	$21.6M	-$355K	1	3.29%	Reduced
524	SAM Securian Asset Management St Paul, Minnesota	$21.6M	-$3.21M	8	0.5%	Reduced
525	SRC Stone Run Capital New York	$21.5M	-$743K	4	9.84%	Reduced