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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	RIL Rothschild Investment LLC Chicago, Illinois	$16.8M	+$206K	4	2.3%	Increased
502	GAI General American Investors New York	$16.8M	$0	1	1.36%	Maintained
503	Eastern Bank Boston, Massachusetts	$16.8M	+$11.8M	2	1.43%	Increased
504	HA Heartland Advisors Milwaukee, Wisconsin	$16.7M	-$7.82M	1	0.29%	Reduced
505	Eagle Global Advisors Houston, Texas	$16.6M	-$2.71M	2	0.53%	Reduced
506	LSV Asset Management Chicago, Illinois	$16.6M	-$1.96M	5	0.04%	Reduced
507	HA Halsey Associates New Haven, Connecticut	$16.6M	-$88.3K	1	3.78%	Reduced
508	ICM Intrepid Capital Management Jacksonville Beach, Florida	$16.6M	+$1.08K	1	3.24%	Increased
509	HFA Harvest Fund Advisors Wayne, Pennsylvania	$16.4M	+$15.2M	1	0.4%	New
510	Nicholas Company Milwaukee, Wisconsin	$16.3M	-$4.79M	3	0.4%	Reduced
511	Regions Financial Corp Birmingham, Alabama	$16.3M	+$2M	8	0.2%	Increased
512	Waverton Investment Management London, United Kingdom	$16.3M	+$1.59M	5	0.83%	Increased
513	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$16.2M	+$6.24M	2	0.21%	Increased
514	CCM Compass Capital Management Minneapolis, Minnesota	$16.2M	-$739K	1	3.27%	Reduced
515	QIM Quest Investment Management Lake Oswego, Oregon	$16.2M	-$1.24M	2	1.4%	Reduced
516	Vaughan Nelson Investment Management Houston, Texas	$16.1M	+$1.21M	1	0.25%	Increased
517	Commerce Bank Kansas City, Missouri	$16.1M	-$3.17K	9	0.28%	Reduced
518	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$16.1M	+$14.9K	7	0.46%	Increased
519	NPF Norris Perne & French Grand Rapids, Michigan	$16.1M	+$1M	3	3.01%	Increased
520	Trillium Asset Management Boston, Massachusetts	$16M	+$489K	1	1.57%	Increased
521	CC Chubb Corp Warren, New Jersey	$16M	$0	1	0.89%	Maintained
522	Virginia Retirement Systems Richmond, Virginia	$16M	-$17M	6	0.32%	Reduced
523	NC NBW Capital Boston, Massachusetts	$15.9M	+$964K	2	2.56%	Increased
524	HBK Investments Dallas, Texas	$15.9M	+$599K	6	0.31%	Increased
525	SIA SeaBridge Investment Advisors Summit, New Jersey	$15.8M	-$1.89M	5	3.51%	Reduced