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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	E Ergoteles New York	$30.7M	+$25.1M	12	1.02%	Increased
477	Creative Planning Overland Park, Kansas	$30.5M	+$1.11M	19	0.07%	Increased
478	Swiss Life Asset Management Zurich,	$30.4M	+$16M	5	0.45%	Increased
479	HA Heartland Advisors Milwaukee, Wisconsin	$30.4M	-$1.76M	4	2.17%	Reduced
480	HCMNY Howard Capital Management (New York) New York	$30.3M	-$130K	2	3.4%	Reduced
481	AAM Aureus Asset Management Boston, Massachusetts	$30.3M	-$6.93K	4	2.55%	Reduced
482	Waratah Capital Advisors Toronto, Ontario, Canada	$29.9M	+$11.5M	5	2.06%	Increased
483	Credit Agricole Montrouge Cedex, France	$29.4M	+$2.73M	6	0.95%	Increased
484	MBA Maple-Brown Abbott Barangaroo, Australia	$29.4M	+$749K	1	1.9%	Increased
485	BOK Financial Tulsa, Oklahoma	$29.4M	+$2.11M	12	0.56%	Increased
486	RT Rockland Trust Hanover, Massachusetts	$29.2M	+$332K	4	2.27%	Increased
487	Letko, Brosseau & Associates Montreal, Quebec, Canada	$29.2M	+$2.69M	1	0.4%	Increased
488	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$29M	-$1.76M	1	4.14%	Reduced
489	D.A. Davidson & Co Great Falls, Montana	$29M	+$954K	16	0.44%	Increased
490	KIA KCM Investment Advisors Greenbrae, California	$29M	+$1.75M	7	1.4%	Increased
491	Calamos Advisors Naperville, Illinois	$29M	-$1.33M	5	0.17%	Reduced
492	Meyer Handelman Company Rye Brook, New York	$28.9M	-$112K	3	1.31%	Reduced
493	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$28.9M	-$1.56M	16	0.29%	Reduced
494	Kornitzer Capital Management Shawnee Mission, Kansas	$28.6M	-$4M	4	0.48%	Reduced
495	Private Advisor Group Morristown, New Jersey	$28.4M	+$3.07M	14	0.3%	Increased
496	DS Dudley & Shanley Palm Beach, Florida	$28.3M	+$387K	2	5.21%	Increased
497	Orbis Allan Gray Hamilton, Bermuda	$28.1M	+$25K	1	0.2%	Increased
498	RG Renaissance Group Covington, Kentucky	$27.8M	-$919K	1	1.2%	Reduced
499	DAC Dividend Assets Capital Ridgeland, South Carolina	$27.7M	-$1.03M	7	5.39%	Reduced
500	TCMG TSP Capital Management Group Summit, New Jersey	$27.7M	+$26M	4	9.85%	New