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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
601	GW&K Investment Management Boston, Massachusetts	$11.3M	+$366K	2	0.31%	Increased
602	PAM Private Asset Management San Diego, California	$11.3M	-$118K	2	1.94%	Reduced
603	MAM Mastrapasqua Asset Management Nashville, Tennessee	$11.3M	+$1.11M	4	2.55%	Increased
604	BPIM Brant Point Investment Management New York	$11.1M	+$9.88M	2	1.01%	New
605	WC Weatherbie Capital Boston, Massachusetts	$11.1M	+$292K	1	1.02%	Increased
606	MWR McAdams Wright Ragen Seattle, Washington	$11M	+$28.2K	4	0.73%	Increased
607	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$11M	-$349K	4	0.98%	Reduced
608	Barings Charlotte, North Carolina	$11M	-$632K	10	0.46%	Reduced
609	OPCM Osborne Partners Capital Management San Francisco, California	$11M	-$56.8K	1	1.43%	Reduced
610	SCP Sandhill Capital Partners Buffalo, New York	$11M	-$545K	1	4.38%	Reduced
611	PIA Philadelphia International Advisors Philadelphia, Pennsylvania	$10.9M	-$49.9K	1	2.38%	Reduced
612	Tokio Marine Asset Management Tokyo, Japan	$10.8M	-$1.4M	7	0.67%	Reduced
613	DCM Dupont Capital Management Wilmington, Delaware	$10.7M	+$416K	4	0.19%	Increased
614	MCM Monarch Capital Management Fort Wayne, Indiana	$10.7M	-$256K	2	4.19%	Reduced
615	CCM Carderock Capital Management Chevy Chase, Maryland	$10.7M	-$82.6K	2	5.59%	Reduced
616	AIA Affinity Investment Advisors Newport Beach, California	$10.6M	-$12.2M	1	1.29%	Reduced
617	BCM Brown Capital Management Baltimore, Maryland	$10.6M	-$802K	2	0.17%	Reduced
618	IIM Ironwood Investment Management Boston, Massachusetts	$10.6M	+$356K	1	1.47%	Increased
619	M&T Bank Buffalo, New York	$10.6M	-$96.7K	11	0.44%	Reduced
620	WAM Winslow Asset Management Beachwood, Ohio	$10.5M	-$401K	1	1.89%	Reduced
621	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$10.5M	-$8.77M	4	0.68%	Reduced
622	Brown Brothers Harriman & Co New York	$10.5M	+$5.19M	10	0.02%	Increased
623	WC Woodstock Corp Boston, Massachusetts	$10.4M	-$833K	2	1.9%	Reduced
624	DAM Delta Asset Management Memphis, Tennessee	$10.4M	-$2.92M	6	2.32%	Reduced
625	FGA Flood Gamble Associates New York	$10.4M	-$34.8K	1	5.13%	Reduced