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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
426	RNC Capital Management Los Angeles, California	$30.4M	+$3.17M	1	2.19%	Increased
427	UMB Bank Kansas City, Missouri	$30.3M	+$5.04M	5	0.94%	Increased
428	Diamond Hill Capital Management Columbus, Ohio	$30.3M	+$27.9M	1	0.18%	New
429	MAP Managed Asset Portfolios Rochester, Michigan	$30M	+$223K	1	6.5%	Increased
430	Kornitzer Capital Management Shawnee Mission, Kansas	$29.9M	-$19M	4	0.6%	Reduced
431	FCI Financial Counselors Inc Overland Park, Kansas	$29.7M	+$2.22M	5	0.95%	Increased
432	Artemis Investment Management Edinburgh, United Kingdom	$29.4M	+$20.3M	2	0.39%	Increased
433	Letko, Brosseau & Associates Montreal, Quebec, Canada	$29M	+$2.51M	1	0.43%	Increased
434	PL Polianta Ltd St Helier, Jersey	$28.8M	$0	2	18.64%	Maintained
435	WC Wexford Capital West Palm Beach, Florida	$28.5M	$0	1	7.16%	Maintained
436	AC Albar Capital London, United Kingdom	$28.3M	+$15.5M	1	14.71%	Increased
437	Oppenheimer Asset Management New York	$28.3M	-$1.12M	10	0.58%	Reduced
438	DK Darrell & King Charlottesville, Virginia	$28.2M	+$24.7M	1	5.22%	New
439	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$27.9M	+$261K	1	1.32%	Increased
440	AIM Avity Investment Management Greenwich, Connecticut	$27.9M	-$390K	1	3.13%	Reduced
441	HP Hikari Power Tokyo, Japan	$27.8M	$0	2	3.82%	Maintained
442	Tocqueville Asset Management New York	$27.8M	-$75.7K	7	0.58%	Reduced
443	RG Renaissance Group Covington, Kentucky	$27.5M	-$116K	2	1.31%	Reduced
444	MBA Maple-Brown Abbott Barangaroo, Australia	$27.2M	-$76.2K	1	2.12%	Reduced
445	DIP DT Investment Partners Chadds Ford, Pennsylvania	$27.1M	$0	1	3.36%	Maintained
446	Wilmington Savings Fund Society Wilmington, Delaware	$27.1M	-$6.52M	5	1.33%	Reduced
447	Brinker Capital Berwyn, Pennsylvania	$27.1M	+$1.84M	7	0.86%	Increased
448	NewEdge Advisors New Orleans, Louisiana	$26.8M	+$1.04M	6	1.05%	Increased
449	DAC Dividend Assets Capital Ridgeland, South Carolina	$26.7M	-$980K	3	5.6%	Reduced
450	Scout Investments Kansas City, Missouri	$26.7M	-$3.57M	2	0.64%	Reduced