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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	$22.2M	-$283K	8	1.22%	Reduced
452	LCM Logan Capital Management Newtown Square, Pennsylvania	$22.2M	+$3.13M	3	1.56%	Increased
453	Moore Capital Management New York	$22.1M	+$15.7M	4	0.49%	Increased
454	AL Airain Ltd St. Peter Port, Guernsey	$22M	-$537K	6	1.34%	Reduced
455	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$21.9M	-$149K	4	5.76%	Reduced
456	Huntington National Bank Columbus, Ohio	$21.7M	+$5.44M	12	0.53%	Increased
457	BPB Badgley, Phelps & Bell Seattle, Washington	$21.4M	-$345K	2	2.1%	Reduced
458	AIA AGF Investments America Toronto, Ontario, Canada	$21.2M	+$1.64M	3	10.11%	Increased
459	Chartwell Investment Partners Berywn, Pennsylvania	$21.2M	-$3.53M	3	0.41%	Reduced
460	South Dakota Investment Council Sioux Falls, South Dakota	$21.1M	+$6.28M	5	0.4%	Increased
461	AR Advisory Research Chicago, Illinois	$21M	+$6.59M	1	0.23%	Increased
462	ORI Oak Ridge Investments Chicago, Illinois	$21M	-$258K	2	0.47%	Reduced
463	PP PDT Partners New York	$20.7M	+$3.12M	7	0.51%	Increased
464	Mackenzie Financial Toronto Ontario, Ontario, Canada	$20.5M	+$621K	2	0.11%	Increased
465	Rothschild & Co Asset Management US Stamford, Connecticut	$20.3M	-$3.96M	1	0.38%	Reduced
466	Scout Investments Kansas City, Missouri	$20.3M	+$18.1M	1	0.34%	New
467	Mitsubishi UFJ Asset Management Tokyo, Japan	$20.3M	-$1.6M	8	0.6%	Reduced
468	Trillium Asset Management Boston, Massachusetts	$20.2M	+$469K	2	1.31%	Increased
469	BCM BTR Capital Management Oakland, California	$19.7M	+$3.58M	5	4.78%	Increased
470	CSM Central Square Management Naperville, Illinois	$19.7M	+$3.63M	1	20.53%	Increased
471	SAM Skyline Asset Management Chicago, Illinois	$19.6M	+$4.2M	1	1.36%	Increased
472	ECM Estabrook Capital Management New York	$19.6M	-$1.97M	5	2.29%	Reduced
473	LCP LGT Capital Partners Pfaeffikon, Switzerland	$19.5M	+$9.89M	2	5.03%	Increased
474	SAM Scopus Asset Management New York	$19.4M	-$5.43M	2	0.39%	Reduced
475	MTC McDaniel Terry & Co Austin, Texas	$19.3M	+$99.6K	1	4.72%	Increased