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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	SW SVB Wealth Boston, Massachusetts	$24.1M	-$1.58M	6	0.96%	Reduced
477	TAM Tyers Asset Management Austin, Texas	$24.1M	-$7.74M	10	0.91%	Reduced
478	Moore Capital Management New York	$24.1M	+$15.8M	2	0.65%	Increased
479	OCM Osterweis Capital Management San Francisco, California	$23.9M	-$2.04M	1	1.87%	Reduced
480	Lazard Asset Management New York	$23.8M	+$5.92M	4	0.05%	Increased
481	DS Dudley & Shanley Palm Beach, Florida	$23.8M	-$30.6K	1	4.96%	Reduced
482	PPCP Pivot Point Capital Partners San Francisco, California	$23.8M	-$537K	1	15.68%	Reduced
483	Glenview Trust Louisville, Kentucky	$23.7M	-$601K	3	1.88%	Reduced
484	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$23.7M	$0	1	7.33%	Maintained
485	Advisors Capital Management Ridgewood, New Jersey	$23.5M	+$3.52M	1	2.03%	Increased
486	CCB Cutter & Co Brokerage Ballwin, Missouri	$23.5M	-$2.86M	9	9.71%	Reduced
487	People's United Financial Bridgeport, Connecticut	$23.5M	+$721K	10	0.82%	Increased
488	Flossbach Von Storch Cologne, Germany	$23.4M	-$31.8M	1	0.36%	Reduced
489	TA Teton Advisors Rye, New York	$23.3M	-$323K	12	2.3%	Reduced
490	AHL Partners London, United Kingdom	$23.1M	-$16.3M	13	0.51%	Reduced
491	PL Polianta Ltd St Helier, Jersey	$23.1M	+$20.1M	3	13.89%	Increased
492	AIA AGF Investments America Toronto, Ontario, Canada	$23.1M	+$2.39M	3	9.5%	Increased
493	Squarepoint New York	$23.1M	+$4.65M	12	0.64%	Increased
494	BPM Bronson Point Management Fairfield, Connecticut	$23M	+$5.17M	2	6.5%	Increased
495	MUFG Americas New York	$23M	+$90.6K	8	0.76%	Increased
496	HCM Howland Capital Management Boston, Massachusetts	$23M	+$528K	3	1.99%	Increased
497	CCM Compass Capital Management Minneapolis, Minnesota	$22.9M	+$540K	1	3.95%	Increased
498	Dodge & Cox San Francisco, California	$22.9M	-$1.35M	1	0.02%	Reduced
499	River Road Asset Management Louisville, Kentucky	$22.7M	-$500K	1	0.43%	Reduced
500	SAM Skyline Asset Management Chicago, Illinois	$22.6M	-$13.1M	1	1.73%	Reduced