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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
501	MCM Mattern Capital Management Lakewood, Colorado	$41.2M	+$918K	4	4.8%	Increased
502	HA Heartland Advisors Milwaukee, Wisconsin	$41M	-$9.88M	5	1.83%	Reduced
503	ACM American Capital Management New York	$40.7M	+$9.47M	2	1.82%	Increased
504	GIP Granite Investment Partners El Segundo, California	$40.5M	+$3.68M	7	2.08%	Increased
505	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$40.5M	-$27M	2	0.56%	Reduced
506	MAM Montanaro Asset Management London, United Kingdom	$40.3M	+$2.64M	6	12.72%	Increased
507	WCCM Webs Creek Capital Management Dallas, Texas	$40.3M	-$9.85M	1	7.63%	Reduced
508	PensionDanmark Copenhagen O, Denmark	$40M	+$3.23M	8	0.33%	Increased
509	RIM Ranger Investment Management Dallas, Texas	$39.9M	-$3.05M	3	2.53%	Reduced
510	Midwest Trust Overland Park, Kansas	$39.9M	+$442K	5	0.45%	Increased
511	Calamos Advisors Naperville, Illinois	$39.6M	-$3.61M	6	0.13%	Reduced
512	SFM Systematic Financial Management Teaneck, New Jersey	$39.4M	+$5.37M	2	0.79%	Increased
513	BBL Beck Bode LLC Dedham, Massachusetts	$39.4M	+$18.9M	2	5.96%	Increased
514	B. Metzler seel. Sohn & Co Frankfurt, Germany	$39.4M	-$3.25M	10	0.34%	Reduced
515	Todd Asset Management Louisville, Kentucky	$39.1M	+$761K	1	0.7%	Increased
516	WTA Washington Trust Advisors Wellesley, Massachusetts	$39.1M	-$1.08M	12	2.9%	Reduced
517	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$38.4M	+$877K	2	3.05%	Increased
518	MAP Managed Asset Portfolios Rochester, Michigan	$38.2M	+$12.8M	1	4.36%	Increased
519	Hennessy Advisors Inc Novato, California	$38.2M	+$2.83M	3	1.22%	Increased
520	CCP Clarkston Capital Partners Rochester, Michigan	$38.1M	+$6.18M	1	3.22%	Increased
521	Cincinnati Insurance Fairfield, Ohio	$38M	+$9.95M	1	0.55%	Increased
522	Utah Retirement Systems Salt Lake City, Utah	$37.8M	-$2.8M	13	0.36%	Reduced
523	Nissay Asset Management Tokyo, Japan	$37.7M	+$890K	8	0.16%	Increased
524	Carnegie Investment Counsel Pepper Pike, Ohio	$37.6M	+$10.5K	2	0.75%	Increased
525	DP DDD Partners Bellevue, Washington	$37.4M	-$19.2M	1	2.33%	Reduced