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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
451	Ingalls & Snyder LLC New York	$18.4M	-$152K	8	1.1%	Reduced
452	DL Delta Lloyd Amsterdam, Netherlands	$18.3M	-$4.06M	9	0.7%	Reduced
453	ARTA A.R.T. Advisors New York	$18.3M	-$11.7M	11	1%	Reduced
454	Nicholas Company Milwaukee, Wisconsin	$18.2M	-$1.34M	2	0.49%	Reduced
455	SCM Sandler Capital Management New York	$18M	+$17.3M	1	0.57%	New
456	DSI Daiwa SB Investments Tokyo, Japan	$18M	-$178K	2	2.05%	Reduced
457	SM Stratton Management King Of Prussia, Pennsylvania	$18M	+$2.46M	4	0.93%	Increased
458	LCM Logan Capital Management Newtown Square, Pennsylvania	$17.9M	-$7.91M	3	1.34%	Reduced
459	CEP Chicago Equity Partners Chicago, Illinois	$17.8M	-$6.03M	3	0.55%	Reduced
460	Natixis Paris, France	$17.8M	+$12.3M	4	0.19%	Increased
461	CAM Cacti Asset Management Atlanta, Georgia	$17.8M	+$465K	2	3.06%	Increased
462	Edge Asset Management Seattle, Washington	$17.8M	-$749K	3	0.21%	Reduced
463	Eagle Global Advisors Houston, Texas	$17.8M	+$3.14M	2	0.63%	Increased
464	TC TFS Capital West Chester, Pennsylvania	$17.5M	+$7.24M	8	0.8%	Increased
465	Capital Fund Management (CFM) Paris, France	$17.4M	+$907K	3	0.24%	Increased
466	GD Grandfield & Dodd New York	$17.3M	-$54.9K	4	3.09%	Reduced
467	DS Dudley & Shanley Palm Beach, Florida	$17.3M	-$17.3M	1	3.59%	Reduced
468	ELC Edgar Lomax Company Kingstowne, Virginia	$17.3M	-$1.55M	1	1.42%	Reduced
469	TAM THB Asset Management Norwalk, Connecticut	$17.3M	-$98.2K	2	1.08%	Reduced
470	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$17.2M	+$9.3M	4	1.1%	Increased
471	LSV Asset Management Chicago, Illinois	$17.2M	-$4.28M	6	0.04%	Reduced
472	Weiss Multi-Strategy Advisers New York	$17.2M	+$16.7M	3	0.37%	Increased
473	PH Pinnacle Holdings Tulsa, Oklahoma	$17.2M	+$951K	1	5.44%	Increased
474	MUFG Americas New York	$17M	-$31.2M	12	0.59%	Reduced
475	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$16.9M	+$199K	4	5.88%	Increased