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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	ZDA Zweig-DiMenna Associates New York	$14.8M	-$13.9M	2	0.6%	Reduced
502	BTP Bloom Tree Partners New York	$14.7M	$0	1	2.71%	Maintained
503	SIA SeaBridge Investment Advisors Summit, New Jersey	$14.7M	+$2.48M	5	3.57%	Increased
504	Commerce Bank Kansas City, Missouri	$14.7M	+$797K	9	0.26%	Increased
505	GWM Greenwich Wealth Management Greenwich, Connecticut	$14.6M	$0	2	1.05%	Maintained
506	CS Central Securities New York	$14.6M	$0	1	3.52%	Maintained
507	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$14.6M	+$916K	8	0.55%	Increased
508	WDA Wendell David Associates Portsmouth, New Hampshire	$14.6M	+$217K	1	3.49%	Increased
509	GAI General American Investors New York	$14.5M	$0	1	1.26%	Maintained
510	NAP New Amsterdam Partners New York	$14.5M	-$13.5M	1	0.97%	Reduced
511	YIA YHB Investment Advisors West Hartford, Connecticut	$14.5M	-$65.6K	4	4.29%	Reduced
512	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$14.5M	-$800K	7	0.41%	Reduced
513	WI Wafra Inc New York	$14.4M	+$6.75M	2	2.1%	Increased
514	PFC Phocas Financial Corp Alameda, California	$14.2M	-$2.92M	2	1.37%	Reduced
515	NC NBW Capital Boston, Massachusetts	$14.2M	+$44.4K	1	2.49%	Increased
516	DIA Denver Investment Advisors Denver, Colorado	$14.1M	+$3.27M	6	0.3%	Increased
517	Castleark Management Chicago, Illinois	$14.1M	+$6.55M	3	0.4%	Increased
518	Huntington National Bank Columbus, Ohio	$14.1M	-$243K	13	0.42%	Reduced
519	Burgundy Asset Management Toronto, Ontario, Canada	$14.1M	-$35.4M	1	0.22%	Reduced
520	CT Cambridge Trust Cambridge, Massachusetts	$14M	-$106K	3	1.4%	Reduced
521	Conning Inc Hartford, Connecticut	$14M	-$851K	5	1.08%	Reduced
522	Fiduciary Trust Boston, Massachusetts	$13.9M	+$2.89M	5	0.64%	Increased
523	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$13.9M	+$588K	3	2.22%	Increased
524	Clifford Swan Investment Counsel Pasadena, California	$13.9M	-$414K	3	1.11%	Reduced
525	ICAP Independence Capital Asset Partners Denver, Colorado	$13.8M	-$845K	2	2.35%	Reduced