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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	Jump Financial Chicago, Illinois	$43M	-$10M	19	0.53%	Reduced
477	Nicholas Company Milwaukee, Wisconsin	$43M	-$6.17M	2	0.75%	Reduced
478	Martingale Asset Management Boston, Massachusetts	$42.9M	+$1.86M	13	1.09%	Increased
479	SCM SG Capital Management Chicago, Illinois	$42.7M	-$17.2M	2	4.1%	Reduced
480	PP PDT Partners New York	$42.6M	+$14.4M	10	2.76%	Increased
481	Oppenheimer Asset Management New York	$42.1M	-$1.65M	9	0.52%	Reduced
482	WTA Washington Trust Advisors Wellesley, Massachusetts	$42.1M	-$790K	9	3.21%	Reduced
483	PL Polianta Ltd St Helier, Jersey	$41.4M	-$3.54M	3	5.42%	Reduced
484	OCM Osterweis Capital Management San Francisco, California	$41.4M	+$2.55M	2	1.75%	Increased
485	ArrowMark Colorado Holdings Denver, Colorado	$41.3M	-$8.58M	5	0.91%	Reduced
486	Advisors Asset Management Monument, Colorado	$41.3M	+$130K	19	0.69%	Increased
487	USS Investment Management London, United Kingdom	$41.2M	-$3.49M	7	0.19%	Reduced
488	Glenmede Trust Philadelphia, Pennsylvania	$41.1M	+$41.4M	18	0.2%	New
489	CIBC World Markets New York	$41.1M	+$42.3M	15	0.2%	New
490	EP Edgestream Partners Princeton, New Jersey	$41M	+$11.8M	9	1.15%	Increased
491	CPI Crestview Partners II New York	$41M	$0	1	12.9%	Maintained
492	AGF Management Toronto, Ontario, Canada	$40.9M	-$3.17M	9	0.18%	Reduced
493	MTC McDaniel Terry & Co Austin, Texas	$40.8M	-$3.29M	1	3.55%	Reduced
494	Guggenheim Capital Chicago, Illinois	$40.7M	+$5.77M	18	0.29%	Increased
495	Hennessy Advisors Inc Novato, California	$40.7M	-$2.33M	2	1.44%	Reduced
496	Todd Asset Management Louisville, Kentucky	$40.5M	-$78.3K	1	0.79%	Reduced
497	HA Heartland Advisors Milwaukee, Wisconsin	$40.3M	-$15.1M	5	2.17%	Reduced
498	OP Asset Management Helsinki,	$40.3M	-$19.4M	17	0.49%	Reduced
499	Polar Capital Holdings London, United Kingdom	$40.2M	-$10.1M	3	0.16%	Reduced
500	Bridgewater Associates Westport, Connecticut	$40.2M	+$1.36M	13	0.15%	Increased