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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	AAM Aureus Asset Management Boston, Massachusetts	$26.8M	-$543K	2	3.3%	Reduced
477	SC Sasco Capital Fairfield, Connecticut	$26.8M	-$12.2M	2	2.54%	Reduced
478	Creative Planning Overland Park, Kansas	$26.4M	-$3.74M	15	0.09%	Reduced
479	RIM Ranger Investment Management Dallas, Texas	$26.3M	+$26.4M	1	1.79%	New
480	OCM Osterweis Capital Management San Francisco, California	$26.3M	-$1.09M	1	1.86%	Reduced
481	HP Hikari Power Tokyo, Japan	$26.3M	$0	2	2.83%	Maintained
482	CTA Chesley Taft & Associates Chicago, Illinois	$26.2M	-$730K	6	2.04%	Reduced
483	Sit Investment Associates Minneapolis, Minnesota	$26.1M	-$15.1M	3	0.8%	Reduced
484	RT Rockland Trust Hanover, Massachusetts	$25.9M	-$303K	3	2.57%	Reduced
485	QS Investors New York	$25.8M	-$153K	16	0.28%	Reduced
486	BC Bodenholm Capital Stockholm, Sweden	$25.7M	+$32.5M	1	9.06%	New
487	CPP Crow Point Partners Boston, Massachusetts	$25.4M	$0	3	4.08%	Maintained
488	First Merchants Corp Muncie, Indiana	$25.3M	+$125K	4	4.02%	Increased
489	WDA Wendell David Associates Portsmouth, New Hampshire	$25.2M	-$420K	2	3.78%	Reduced
490	PAM Premier Asset Management Chicago, Illinois	$25M	+$12.1M	2	5.89%	Increased
491	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$24.9M	-$1.5M	8	3.84%	Reduced
492	AAM ACK Asset Management Greenwich, Connecticut	$24.8M	-$2.47M	1	7.19%	Reduced
493	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$24.7M	-$1.01M	4	2.65%	Reduced
494	Erste Asset Management Vienna, Austria	$24.6M	+$2.02M	8	1.31%	Increased
495	Loews Corp New York	$24.6M	-$2.92M	2	0.19%	Reduced
496	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$24.6M	-$619K	1	3.89%	Reduced
497	VanEck Associates New York	$24.5M	-$11.3M	13	0.12%	Reduced
498	HA Heartland Advisors Milwaukee, Wisconsin	$24.4M	+$962K	3	1.8%	Increased
499	Wedge Capital Management Charlotte, North Carolina	$24.4M	+$478K	5	0.28%	Increased
500	Schonfeld Strategic Advisors New York	$24.4M	+$7.74M	10	0.86%	Increased