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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
476	LG LaFleur & Godfrey Grand Rapids, Michigan	$18.5M	-$2.11M	1	5.09%	Reduced
477	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$18.3M	+$556K	4	5.71%	Increased
478	DS Dudley & Shanley Palm Beach, Florida	$18.2M	-$41.6K	1	3.54%	Reduced
479	TAM THB Asset Management Norwalk, Connecticut	$18.2M	-$1.55M	2	1%	Reduced
480	Wilmington Trust Wilmington, Delaware	$18.2M	-$676K	7	0.31%	Reduced
481	BOK Financial Tulsa, Oklahoma	$17.9M	+$3.63M	10	0.6%	Increased
482	Janney Montgomery Scott Philadelphia, Pennsylvania	$17.8M	+$877K	13	0.47%	Increased
483	MUFG Americas New York	$17.8M	-$764K	13	0.59%	Reduced
484	ZDA Zweig-DiMenna Associates New York	$17.7M	+$54.9K	2	0.65%	Increased
485	LCM Logan Capital Management Newtown Square, Pennsylvania	$17.6M	-$1.54M	3	1.25%	Reduced
486	MTC McDaniel Terry & Co Austin, Texas	$17.4M	+$108K	1	4.4%	Increased
487	CCB Cutter & Co Brokerage Ballwin, Missouri	$17.4M	-$9.4M	7	8.09%	Reduced
488	Copeland Capital Management Conshohocken, Pennsylvania	$17.2M	+$1.03M	2	2.25%	Increased
489	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$17.2M	-$257K	6	4.68%	Reduced
490	SRC Shufro Rose & Co New York	$17.2M	-$4.71K	3	1.82%	Reduced
491	Factory Mutual Insurance Waltham, Massachusetts	$17.2M	-$4.16M	1	0.25%	Reduced
492	Fort Washington Investment Advisors Cincinnati, Ohio	$17.1M	+$9.16M	8	0.39%	Increased
493	Oppenheimer & Co New York	$17.1M	+$450K	12	0.55%	Increased
494	GWM Greenwich Wealth Management Greenwich, Connecticut	$17.1M	-$820	2	1.72%	Reduced
495	Kohlberg Kravis Roberts & Co New York	$17M	+$15.2M	1	0.29%	New
496	NOCM Night Owl Capital Management Greenwich, Connecticut	$17M	+$336K	1	7.47%	Increased
497	MAM Mizuho Asset Management Tokyo, Japan	$17M	-$4.17M	7	3.33%	Reduced
498	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$16.9M	+$51.4K	3	2.47%	Increased
499	DSI Daiwa SB Investments Tokyo, Japan	$16.9M	-$3.65M	2	1.89%	Reduced
500	WI WHV Investments San Francisco, California	$16.8M	-$4.05M	2	0.18%	Reduced