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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	Virginia Retirement Systems Richmond, Virginia	$31M	-$3.92M	6	0.31%	Reduced
452	CPI Crestview Partners II New York	$31M	+$155K	1	4.57%	Increased
453	RG Renaissance Group Covington, Kentucky	$31M	-$1.37M	1	1.41%	Reduced
454	AAM AMI Asset Management Los Angeles, California	$30.8M	+$282K	1	1.91%	Increased
455	PineBridge Investments New York	$30.6M	+$1.28M	7	0.34%	Increased
456	Daiwa Securities Group Tokyo, Japan	$30.5M	+$7.72M	16	0.22%	Increased
457	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$30.5M	+$191K	2	3.68%	Increased
458	Credit Agricole Montrouge Cedex, France	$30.4M	+$1.53M	8	0.49%	Increased
459	Oppenheimer & Co New York	$30.2M	-$892K	14	0.62%	Reduced
460	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$30.2M	-$357K	4	2.07%	Reduced
461	Tocqueville Asset Management New York	$30M	-$157K	6	0.57%	Reduced
462	Aristotle Atlantic Partners Sarasota, Florida	$29.9M	-$1.31M	3	1.2%	Reduced
463	PM Pembroke Management Montreal, Quebec, Canada	$29.7M	-$467K	2	4.06%	Reduced
464	Smith Salley Wealth Management Greensboro, North Carolina	$29.6M	+$1.18M	4	2.2%	Increased
465	Meag Munich Ergo Munich, Germany	$29.6M	+$111K	1	1.29%	Increased
466	Advisors Asset Management Monument, Colorado	$29.5M	-$2M	17	0.63%	Reduced
467	Diamond Hill Capital Management Columbus, Ohio	$29.4M	-$2.46M	2	0.14%	Reduced
468	Lighthouse Investment Partners Palm Beach Gardens, Florida	$29.1M	+$18.7M	5	1.19%	Increased
469	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$28.9M	+$3.48M	1	3.14%	Increased
470	Ghisallo Capital Management Boston, Massachusetts	$28.9M	+$15.4M	1	2.95%	Increased
471	Engineers Gate Manager New York	$28.6M	-$684K	17	1.06%	Reduced
472	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$28.4M	+$73.6K	6	0.53%	Increased
473	RR Robotti Robert	$28.4M	-$94.6K	1	4.17%	Reduced
474	TI Trigran Investments Northbrook, Illinois	$28.3M	-$30.8M	1	3.01%	Reduced
475	Belpointe Asset Management Reno, Nevada	$28.2M	+$109K	7	2.92%	Increased