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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	Edmond de Rothschild Holding Chambesy, Switzerland	$28.4M	-$1.14M	7	0.65%	Reduced
477	Aristotle Atlantic Partners Sarasota, Florida	$28.4M	+$135K	3	1.46%	Increased
478	AAM AMI Asset Management Los Angeles, California	$28.2M	-$4.79M	1	1.8%	Reduced
479	PCP P2 Capital Partners New York	$28.2M	-$26.5M	1	3.61%	Reduced
480	Smith Salley Wealth Management Greensboro, North Carolina	$28M	+$602K	4	2.23%	Increased
481	SAM Shell Asset Management The Hague, Netherlands	$27.9M	+$234K	18	1.16%	Increased
482	Zacks Investment Management Chicago, Illinois	$27.5M	+$9.71M	8	0.37%	Increased
483	MTC McDaniel Terry & Co Austin, Texas	$27.4M	+$297K	1	2.99%	Increased
484	MAP Managed Asset Portfolios Rochester, Michigan	$27.3M	-$1.91M	1	4.14%	Reduced
485	AAM Aureus Asset Management Boston, Massachusetts	$27.2M	-$4.87M	2	2.15%	Reduced
486	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$27.2M	+$1.5M	5	2.22%	Increased
487	MC MIG Capital Newport Beach, California	$27.1M	-$1.69M	1	4.68%	Reduced
488	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$27M	+$13.8M	9	0.15%	Increased
489	CPI Crestview Partners II New York	$27M	$0	1	3.74%	Maintained
490	Meag Munich Ergo Munich, Germany	$27M	+$14.7M	1	1.27%	Increased
491	Mercer Global Advisors Denver, Colorado	$26.9M	-$489K	20	0.12%	Reduced
492	HA Heartland Advisors Milwaukee, Wisconsin	$26.7M	+$14.7K	3	1.65%	Increased
493	WBC Westpac Banking Corp Sydney, Australia	$26.7M	-$2.29M	9	0.36%	Reduced
494	RR Robotti Robert	$26.6M	-$5.88K	1	4.68%	Reduced
495	MFC Mechanics Financial Corp Mansfield, Ohio	$26.5M	+$225K	2	15.42%	Increased
496	Braun Stacey Associates New York	$26.5M	+$14.1M	1	0.69%	Increased
497	Chartwell Investment Partners Berywn, Pennsylvania	$26.3M	-$3.35M	2	1%	Reduced
498	Capital Research Global Investors Los Angeles, California	$26.3M	$0	1	0.01%	Maintained
499	Meyer Handelman Company Rye Brook, New York	$26.2M	-$306K	3	1.1%	Reduced
500	Cullen/Frost Bankers San Antonio, Texas	$26.1M	-$1.09M	13	0.48%	Reduced