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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
551	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$13.6M	-$2M	4	1.14%	Reduced
552	Barings Charlotte, North Carolina	$13.6M	+$2.41M	7	0.34%	Increased
553	IFB iAB Financial Bank Fort Wayne, Indiana	$13.6M	+$53K	1	10.36%	Increased
554	ArrowMark Colorado Holdings Denver, Colorado	$13.5M	+$2.99M	2	0.37%	Increased
555	Comgest Global Investors Paris, France	$13.4M	+$2.94M	1	0.51%	Increased
556	WAM World Asset Management Detroit, Michigan	$13.4M	+$1.44M	9	0.55%	Increased
557	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$13.4M	-$5.48M	4	1.24%	Reduced
558	BFO Boston Family Office Boston, Massachusetts	$13.3M	+$1.47M	3	1.86%	Increased
559	Virginia Retirement Systems Richmond, Virginia	$13.3M	+$816K	6	0.2%	Increased
560	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$13.2M	+$943K	3	2.3%	Increased
561	Clifford Swan Investment Counsel Pasadena, California	$13.1M	+$29.1K	3	0.94%	Increased
562	AAM Aureus Asset Management Boston, Massachusetts	$13.1M	+$141K	2	3.27%	Increased
563	Sit Investment Associates Minneapolis, Minnesota	$13.1M	-$1.11M	1	0.25%	Reduced
564	CIBC Asset Management Toronto, Ontario, Canada	$13.1M	+$1.18M	8	0.1%	Increased
565	IAM Impax Asset Management Portsmouth, New Hampshire	$13.1M	+$518K	3	0.78%	Increased
566	BAM Baring Asset Management London, United Kingdom	$13M	+$1.86M	2	1.19%	Increased
567	HHC Hutchin Hill Capital New York	$12.8M	+$4.35M	3	0.49%	Increased
568	CCM Corsair Capital Management New York	$12.8M	-$229K	1	1.34%	Reduced
569	Stock Yards Bank & Trust Louisville, Kentucky	$12.8M	+$248K	3	1.95%	Increased
570	CSM Central Square Management Naperville, Illinois	$12.8M	+$374K	1	13.68%	Increased
571	BB&T Securities Richmond, Virginia	$12.8M	-$32.1K	9	0.28%	Reduced
572	WI Wafra Inc New York	$12.7M	-$12.8M	1	1.57%	Reduced
573	Livforsakringsbolaget Skandia Stockholm, Sweden	$12.7M	$0	8	0.67%	Maintained
574	DCM Decatur Capital Management Decatur, Georgia	$12.7M	+$13.7M	1	1.73%	New
575	AWCI Alpine Woods Capital Investors Purchase, New York	$12.7M	+$64.3K	4	0.69%	Increased