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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
401	AWCI Alpine Woods Capital Investors Purchase, New York	$28.8M	-$574K	2	1.59%	Reduced
402	LM Luminus Management Houston, Texas	$28.5M	-$8.85M	7	1.73%	Reduced
403	ELC Edgar Lomax Company Kingstowne, Virginia	$28.5M	+$11.2M	1	2.1%	Increased
404	Highbridge Capital Management New York	$28.2M	-$5.19M	6	0.35%	Reduced
405	CAM Cortina Asset Management Milwaukee, Wisconsin	$28.1M	+$1.81M	2	1.01%	Increased
406	SCM Sandler Capital Management New York	$28M	+$6.66M	2	0.98%	Increased
407	OI Oakbrook Investments Lisle, Illinois	$28M	+$5.83M	7	0.88%	Increased
408	LCS Levin Capital Strategies New York	$27.7M	+$24.3M	3	0.46%	Increased
409	LPL Financial San Diego, California	$27.5M	-$944K	15	0.17%	Reduced
410	CCB Cutter & Co Brokerage Ballwin, Missouri	$27.3M	+$8.86M	10	10.76%	Increased
411	Cannell & Spears New York	$27.2M	-$1.28M	2	3.42%	Reduced
412	Everett Harris & Co Los Angeles, California	$27.1M	$0	2	1.01%	Maintained
413	Polar Capital London, United Kingdom	$27.1M	+$1.47M	1	0.62%	Increased
414	Meyer Handelman Company Rye Brook, New York	$26.8M	-$141K	3	1.29%	Reduced
415	RU RobecoSam USA New York	$26.8M	-$2.22M	9	30.46%	Reduced
416	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$26.6M	-$2.14M	1	0.47%	Reduced
417	ANRF Adams Natural Resources Fund Baltimore, Maryland	$26.6M	$0	1	3.04%	Maintained
418	Utah Retirement Systems Salt Lake City, Utah	$26.4M	+$189K	9	0.76%	Increased
419	Placemark Investments Chicago, Illinois	$26.3M	-$5.6M	8	0.5%	Reduced
420	Asset Management One Tokyo, Japan	$26.3M	-$3.44M	12	0.41%	Reduced
421	Creative Planning Overland Park, Kansas	$25.9M	+$17.2M	24	0.39%	Increased
422	LIA LS Investment Advisors Bloomfield Hills, Michigan	$25.8M	-$256K	8	2.11%	Reduced
423	ICM ICC Capital Management Orlando, Florida	$25.5M	-$2.88M	2	2.3%	Reduced
424	Robeco Institutional Asset Management Rotterdam, Netherlands	$25.5M	+$2.37M	7	0.2%	Increased
425	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$25.4M	+$5.35M	9	0.83%	Increased