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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
626	Colony Group Boston, Massachusetts	$11.2M	+$572K	5	1.18%	Increased
627	AIM Arcadia Investment Management Kalamazoo, Michigan	$11.2M	+$790K	5	2.9%	Increased
628	RFA Reilly Financial Advisors La Mesa, California	$11M	-$5.88M	9	1.9%	Reduced
629	PRA Parametric Risk Advisors Westport, Connecticut	$11M	$0	1	0.73%	Maintained
630	BST Bath Savings Trust Bath, Maine	$11M	-$83.1K	2	3.75%	Reduced
631	FGA Flood Gamble Associates New York	$10.9M	-$30.1K	1	4.75%	Reduced
632	RIM Rainier Investment Management Seattle, Washington	$10.9M	-$3.96M	1	0.35%	Reduced
633	DSI Daiwa SB Investments Tokyo, Japan	$10.9M	-$1.97M	3	2.11%	Reduced
634	Comgest Global Investors Paris, France	$10.8M	$0	1	0.36%	Maintained
635	WB Webster Bank Waterbury, Connecticut	$10.8M	-$35.3K	2	1.81%	Reduced
636	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$10.8M	+$868K	4	3.44%	Increased
637	DC Deere & Company Moline, Illinois	$10.7M	+$2.36M	7	0.57%	Increased
638	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$10.6M	+$225K	2	3.73%	Increased
639	TAM Third Avenue Management New York	$10.5M	-$353K	1	0.26%	Reduced
640	WC Woodstock Corp Boston, Massachusetts	$10.4M	-$52.3K	2	1.96%	Reduced
641	SIM Sentry Investment Management Stevens Point, Wisconsin	$10.4M	+$1.54M	6	0.49%	Increased
642	AAC Asset Advisors Corp Augusta, Georgia	$10.4M	-$605K	3	2.31%	Reduced
643	FA FDx Advisors Chicago, Illinois	$10.3M	+$2.37M	9	0.51%	Increased
644	HA Halsey Associates New Haven, Connecticut	$10.2M	-$181K	1	2.27%	Reduced
645	Cullen/Frost Bankers San Antonio, Texas	$10.2M	+$291K	4	0.38%	Increased
646	ZC Zelman Capital Beachwood, Ohio	$10M	-$2.07M	1	2.5%	Reduced
647	OPCM Osborne Partners Capital Management San Francisco, California	$9.98M	-$142K	1	1.34%	Reduced
648	WCM Windward Capital Management Los Angeles, California	$9.97M	-$237K	2	2.68%	Reduced
649	CCM Cobalt Capital Management Short Hills, New Jersey	$9.93M	+$9.93M	1	0.92%	New
650	TIAAOA Teachers Insurance & Annuity Association of America New York	$9.88M	$0	1	0.34%	Maintained