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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	NIM Northeast Investment Management Boston, Massachusetts	$18.7M	+$1.42M	2	1.4%	Increased
552	Voloridge Investment Management Jupiter, Florida	$18.6M	-$12.1M	9	0.21%	Reduced
553	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$18.6M	+$4.86M	1	5.36%	Increased
554	WAM Weatherly Asset Management Del Mar, California	$18.5M	+$245K	3	3.28%	Increased
555	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$18.4M	-$185K	4	4.39%	Reduced
556	SCM Sirios Capital Management Boston, Massachusetts	$18.3M	-$13.1M	2	1.49%	Reduced
557	SAM Securian Asset Management St Paul, Minnesota	$18.2M	-$1.13M	9	0.47%	Reduced
558	Fenimore Asset Management Cobleskill, New York	$18.2M	-$24.4M	2	0.64%	Reduced
559	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$18.2M	-$7.46M	3	0.26%	Reduced
560	RIM Redpoint Investment Management Sydney, NSW, Australia	$18.1M	+$813K	10	1%	Increased
561	Fuller & Thaler Asset Management San Mateo, California	$18.1M	+$5.12M	4	0.24%	Increased
562	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$18M	+$3.14M	5	1.71%	Increased
563	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$18M	+$3.35M	2	7.72%	Increased
564	HCM Horan Capital Management Hunt Valley, Maryland	$17.8M	+$2.23M	1	2.75%	Increased
565	Greenleaf Trust Kalamazoo, Michigan	$17.6M	+$1.23M	6	0.31%	Increased
566	VCM Vigilant Capital Management Portland, Maine	$17.6M	+$16.6M	5	2.14%	Increased
567	Engineers Gate Manager New York	$17.6M	+$5.38M	18	0.9%	Increased
568	DAM Delta Asset Management Memphis, Tennessee	$17.6M	+$153K	6	2.32%	Increased
569	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$17.5M	+$12.5M	1	0.97%	Increased
570	Eagle Asset Management St Petersburg, Florida	$17.5M	+$1.86M	4	0.1%	Increased
571	Johnson Investment Counsel Cincinnati, Ohio	$17.4M	-$35.7M	10	0.35%	Reduced
572	CGA Crescent Grove Advisors Lake Forest, Illinois	$17.4M	+$3.02M	1	3.67%	Increased
573	Synovus Financial Columbus, Georgia	$17.3M	-$4.29M	13	0.25%	Reduced
574	LG LaFleur & Godfrey Grand Rapids, Michigan	$17.2M	-$32.1K	2	4.4%	Reduced
575	Polar Asset Management Partners Toronto, Ontario, Canada	$17.2M	+$9.38M	2	0.28%	Increased