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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	KIA KCM Investment Advisors Greenbrae, California	$18.4M	-$625K	6	1.24%	Reduced
502	FBA Front Barnett Associates Chicago, Illinois	$18.4M	+$94.9K	2	3.51%	Increased
503	Fiduciary Trust Boston, Massachusetts	$18.3M	+$1.02M	6	0.53%	Increased
504	LCP LGT Capital Partners Pfaeffikon, Switzerland	$18.3M	+$3.59M	3	1.18%	Increased
505	Letko, Brosseau & Associates Montreal, Quebec, Canada	$18.2M	-$5.37M	1	0.31%	Reduced
506	Crossmark Global Holdings Houston, Texas	$18.2M	+$67K	13	0.65%	Increased
507	SFM Systematic Financial Management Teaneck, New Jersey	$18.2M	-$7.29M	3	1.11%	Reduced
508	FAS Formuepleje A/S Aarhus C, Denmark	$18M	+$6.78M	3	1.2%	Increased
509	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$18M	-$2.59M	3	1.61%	Reduced
510	Washington Trust Westerly, Rhode Island	$18M	-$1.51M	13	0.86%	Reduced
511	KLWA Kelly Lawrence W & Associates Pasadens, California	$17.9M	-$1.82M	4	4.36%	Reduced
512	Sit Investment Associates Minneapolis, Minnesota	$17.9M	-$1.17M	4	0.68%	Reduced
513	Advisors Asset Management Monument, Colorado	$17.8M	-$7.39M	13	0.41%	Reduced
514	Calamos Advisors Naperville, Illinois	$17.8M	-$32.8M	4	0.14%	Reduced
515	Creative Planning Overland Park, Kansas	$17.7M	-$2.94M	15	0.06%	Reduced
516	SRC Stone Run Capital New York	$17.6M	-$149K	4	10.11%	Reduced
517	6CM 683 Capital Management New York	$17.5M	+$19.3M	2	2.05%	Increased
518	DCM Dupont Capital Management Wilmington, Delaware	$17.5M	+$3.37M	13	0.42%	Increased
519	CS Central Securities New York	$17.5M	-$709K	1	3.27%	Reduced
520	PC Port Capital Chicago, Illinois	$17.4M	-$183K	1	2.43%	Reduced
521	DIP DT Investment Partners Chadds Ford, Pennsylvania	$17.4M	-$157K	1	2.82%	Reduced
522	B BP London, United Kingdom	$17.3M	-$1.04M	7	0.74%	Reduced
523	RHJA Rice Hall James & Associates San Diego, California	$17.3M	-$12.4M	5	0.97%	Reduced
524	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$17.3M	+$625K	2	2.86%	Increased
525	ExodusPoint Capital Management New York	$17.2M	+$11.1M	10	0.94%	Increased