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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	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$22.9M	+$5.28M	4	5.67%	Increased
452	AL AJO LP Philadelphia, Pennsylvania	$22.8M	-$24.2M	3	0.1%	Reduced
453	Fenimore Asset Management Cobleskill, New York	$22.8M	-$53.1K	1	1.26%	Reduced
454	BOK Financial Tulsa, Oklahoma	$22.4M	+$3.47M	10	0.74%	Increased
455	DILH Dai-ichi Life Holdings Tokyo, Japan	$22.4M	-$714K	7	0.71%	Reduced
456	CAM Cacti Asset Management Atlanta, Georgia	$22.2M	+$233K	2	3.04%	Increased
457	Capital Fund Management (CFM) Paris, France	$22.1M	-$1.15M	6	0.27%	Reduced
458	ICAP Independence Capital Asset Partners Denver, Colorado	$22.1M	-$758K	3	3.67%	Reduced
459	Sit Investment Associates Minneapolis, Minnesota	$22M	+$1.39M	3	0.39%	Increased
460	LCM Lomas Capital Management New York	$21.9M	+$12.4M	1	4.32%	Increased
461	HL Financial Services Louisville, Kentucky	$21.6M	-$395K	5	0.65%	Reduced
462	Gofen & Glossberg Chicago, Illinois	$21.5M	-$282K	5	1%	Reduced
463	AIA AGF Investments America Toronto, Ontario, Canada	$21.4M	-$113K	4	8.33%	Reduced
464	Cooke & Bieler Philadelphia, Pennsylvania	$21.3M	+$20.1M	2	0.5%	Increased
465	Cookson Peirce & Co Pittsburgh, Pennsylvania	$21.3M	-$9.71K	4	5.33%	Reduced
466	GL GLG LLC New York	$21.2M	+$20.5M	7	0.71%	New
467	Washington Trust Westerly, Rhode Island	$21.2M	-$486K	2	1.6%	Reduced
468	PIM Provident Investment Management Novi, Michigan	$21.1M	-$20.4K	1	5.24%	Reduced
469	SM Stratton Management King Of Prussia, Pennsylvania	$21.1M	-$36.2K	4	0.97%	Reduced
470	IFB iAB Financial Bank Fort Wayne, Indiana	$21.1M	-$278K	1	18.67%	Reduced
471	Martingale Asset Management Boston, Massachusetts	$21.1M	-$868K	7	0.72%	Reduced
472	GD Grandfield & Dodd New York	$20.8M	-$4.25K	4	3.27%	Reduced
473	Oppenheimer & Co New York	$20.8M	+$2.82M	14	0.62%	Increased
474	CCM Corsair Capital Management New York	$20.5M	-$640K	1	2.09%	Reduced
475	Livforsakringsbolaget Skandia Stockholm, Sweden	$20.3M	+$19.7M	7	0.76%	New