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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	$31.5M	-$193K	1	2.23%	Reduced
427	Glenview Trust Louisville, Kentucky	$31.4M	-$233K	4	1.63%	Reduced
428	PL Polianta Ltd St Helier, Jersey	$31.4M	$0	2	18.55%	Maintained
429	WC Wexford Capital West Palm Beach, Florida	$31.2M	+$6.66M	2	8.34%	Increased
430	Washington Trust Westerly, Rhode Island	$30.9M	+$5.69M	13	1.14%	Increased
431	Qube Research & Technologies (QRT) London, United Kingdom	$30.8M	-$39.8M	12	0.44%	Reduced
432	MTC McDaniel Terry & Co Austin, Texas	$30.8M	-$302K	1	4.36%	Reduced
433	Bridges Investment Management Omaha, Nebraska	$30.8M	-$456K	4	1.04%	Reduced
434	FNC First National Corp Rockland, Massachusetts	$30.7M	-$5.46M	4	9.58%	Reduced
435	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$30.5M	+$1.97M	8	0.97%	Increased
436	GGHC Gilder Gagnon Howe & Co New York	$30.5M	-$873K	1	0.19%	Reduced
437	UMB Bank Kansas City, Missouri	$30.3M	$0	5	0.94%	Maintained
438	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$30.2M	+$14.4M	16	0.9%	Increased
439	Oppenheimer Asset Management New York	$30M	+$420K	10	0.58%	Increased
440	Tocqueville Asset Management New York	$29.9M	+$516K	8	0.57%	Increased
441	HCM Hahn Capital Management Walnut Creek, California	$29.8M	-$19.7M	2	7.63%	Reduced
442	Weiss Multi-Strategy Advisers New York	$29.7M	-$14.4M	2	0.79%	Reduced
443	SCM Sirios Capital Management Boston, Massachusetts	$29.7M	+$11.9M	2	2.42%	Increased
444	WM Wishbone Management Chicago, Illinois	$29.7M	+$3.53M	1	6.26%	Increased
445	Oppenheimer & Co New York	$29.1M	+$401K	16	0.73%	Increased
446	BL Bleichroeder LP New York	$29M	+$51.7K	2	5.19%	Increased
447	HA Heartland Advisors Milwaukee, Wisconsin	$28.9M	+$3.96M	5	2.51%	Increased
448	AIM Avity Investment Management Greenwich, Connecticut	$28.8M	+$792K	1	3%	Increased
449	H Hexavest Montreal, Quebec, Canada	$28.7M	-$3.69M	4	0.77%	Reduced
450	AAM Aureus Asset Management Boston, Massachusetts	$28.5M	+$1.02M	4	2.7%	Increased