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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	MI Markston International White Plains, New York	$19.8M	-$1.46M	2	2.13%	Reduced
602	F.L. Putnam Investment Management Lynnfield, Massachusetts	$19.8M	-$4.13M	3	1.91%	Reduced
603	Delta Asset Management Memphis, Tennessee	$19.6M	+$59.7K	8	2.86%	Increased
604	ZWJ Investment Counsel Atlanta, Georgia	$19.6M	+$11.1M	4	1.7%	Increased
605	Twin Capital Management Mcmurray, Pennsylvania	$19.6M	-$50.5K	4	0.98%	Reduced
606	KLWA Kelly Lawrence W & Associates Pasadens, California	$19.5M	-$3.96M	5	3.58%	Reduced
607	Daiwa Securities Group Tokyo, Japan	$19.4M	-$3.25M	11	0.15%	Reduced
608	Stephens Inc Little Rock, Arkansas	$19.3M	+$11M	10	0.58%	Increased
609	Första AP-fonden Stockholm, Sweden	$19.3M	-$60.2M	7	0.73%	Reduced
610	YHB Investment Advisors West Hartford, Connecticut	$19.3M	-$1.4M	3	3.15%	Reduced
611	Tiedemann Advisors New York	$19.2M	+$12.8M	3	1.23%	Increased
612	Payden & Rygel Los Angeles, California	$19.2M	+$1.16M	3	1.51%	Increased
613	E. Ohman J:or Asset Management Stockholm, Sweden	$19M	+$107K	4	1.36%	Increased
614	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$19M	-$224K	2	1.79%	Reduced
615	Maple Capital Management Montpelier, Vermont	$19M	+$1.27M	2	4.69%	Increased
616	BPCM Beach Point Capital Management Santa Monica, California	$19M	+$10.6M	1	3.86%	Increased
617	WDA Wendell David Associates Portsmouth, New Hampshire	$18.8M	+$127K	2	3.22%	Increased
618	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$18.7M	+$7M	5	0.16%	Increased
619	Magnetar Financial Evanston, Illinois	$18.6M	+$15.4M	5	0.28%	Increased
620	SRC Stone Run Capital New York	$18.5M	-$37K	5	9.78%	Reduced
621	PAM Premier Asset Management Chicago, Illinois	$18.5M	-$163K	3	4.35%	Reduced
622	Manchester Capital Management Manchester, Vermont	$18.4M	+$786K	29	2.8%	Increased
623	OAM Oxford Asset Management Oxford, United Kingdom	$18.4M	-$8.21M	12	0.35%	Reduced
624	LaFleur & Godfrey Grand Rapids, Michigan	$18.4M	-$254K	2	4.6%	Reduced
625	SCM Silvant Capital Management Atlanta, Georgia	$18.3M	+$61.2K	4	2.27%	Increased