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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
351	Gofen & Glossberg Chicago, Illinois	$43.4M	+$1.36M	6	1.15%	Increased
352	HCM Howland Capital Management Boston, Massachusetts	$43.4M	+$153K	5	2.67%	Increased
353	Tocqueville Asset Management New York	$43.2M	-$13.2M	8	0.79%	Reduced
354	ECP Electron Capital Partners New York	$42.8M	-$4.53M	1	2.01%	Reduced
355	Bahl & Gaynor Cincinnati, Ohio	$42.7M	+$515K	4	0.28%	Increased
356	Holocene Advisors New York	$42.6M	-$60.9M	9	0.26%	Reduced
357	Factory Mutual Insurance Waltham, Massachusetts	$42.5M	-$216K	2	0.7%	Reduced
358	Advisors Asset Management Monument, Colorado	$42.3M	-$5.75M	17	0.76%	Reduced
359	State of Alaska Department of Revenue Juneau, Alaska	$42.2M	+$3.75M	17	0.52%	Increased
360	Markel Group Glen Allen, Virginia	$42.2M	-$5.8M	1	0.6%	Reduced
361	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$42.2M	-$982K	6	1.68%	Reduced
362	Diamond Hill Capital Management Columbus, Ohio	$41.9M	+$5.21M	2	0.18%	Increased
363	Douglas Lane & Associates New York	$41.8M	-$2.49M	3	0.71%	Reduced
364	Country Trust Bank Bloomington, Illinois	$41.8M	+$2.14M	5	1.32%	Increased
365	PC Plaisance Capital Denver, Colorado	$41.6M	$0	1	24.19%	Maintained
366	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$41.5M	-$17.6M	13	0.35%	Reduced
367	Encompass Capital Advisors New York	$41.1M	-$64K	2	2.77%	Reduced
368	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$40.8M	+$1.01M	2	2.41%	Increased
369	Verition Fund Management Greenwich, Connecticut	$40.5M	+$9.7M	16	0.8%	Increased
370	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$40.5M	+$426K	2	5.25%	Increased
371	WIM Weitz Investment Management Omaha, Nebraska	$40.4M	+$10.9M	1	2.11%	Increased
372	Jane Street New York	$40.3M	-$44.7M	27	0.02%	Reduced
373	Cambridge Investment Research Advisors Fairfield, Iowa	$40.1M	-$2.57M	18	0.22%	Reduced
374	Connectus Wealth Cincinnati, Ohio	$39.7M	+$20.5M	4	0.91%	Increased
375	Qube Research & Technologies (QRT) London, United Kingdom	$39.6M	-$295K	17	0.29%	Reduced