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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	Kornitzer Capital Management Shawnee Mission, Kansas	$26.1M	-$2.76M	5	0.4%	Reduced
502	MCM Maple Capital Management Montpelier, Vermont	$26.1M	+$200K	3	3.31%	Increased
503	SRC Stone Run Capital New York	$26M	+$654K	4	8.91%	Increased
504	DS Dudley & Shanley Palm Beach, Florida	$26M	+$48.2K	2	4.57%	Increased
505	Edmond de Rothschild Holding Chambesy, Switzerland	$25.9M	+$792K	9	0.6%	Increased
506	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$25.5M	-$141K	5	1.7%	Reduced
507	BWP Baldwin Wealth Partners Marion, Massachusetts	$25.4M	-$1.11M	8	2.82%	Reduced
508	SC Sasco Capital Fairfield, Connecticut	$25.4M	+$1.81M	1	3.1%	Increased
509	TNA True North Advisors Dallas, Texas	$25.4M	+$1.13M	2	5%	Increased
510	ZCM Ziegler Capital Management Chicago, Illinois	$25.3M	+$12.7M	7	0.91%	Increased
511	RR Robotti Robert	$25.3M	+$50.5K	2	5.8%	Increased
512	LIA LS Investment Advisors Bloomfield Hills, Michigan	$25.2M	+$594K	2	3.25%	Increased
513	AP Appleton Partners Boston, Massachusetts	$25.2M	+$1.44M	4	2.1%	Increased
514	RBCM Raub Brock Capital Management Larkspur, California	$25.2M	-$506K	1	3.83%	Reduced
515	Fisher Asset Management Camas, Washington	$25M	+$3.52M	6	0.02%	Increased
516	Stephens Inc Little Rock, Arkansas	$24.8M	+$2.77M	9	0.38%	Increased
517	WDA Wendell David Associates Portsmouth, New Hampshire	$24.8M	+$15.3K	1	2.76%	Increased
518	CI Cooper Investors Melbourne, Victoria, Australia	$24.7M	-$23.2M	1	1.64%	Reduced
519	Carnegie Investment Counsel Pepper Pike, Ohio	$24.6M	+$998K	4	0.92%	Increased
520	LCS Levin Capital Strategies New York	$24.5M	+$19.3M	2	2.45%	Increased
521	MUFG Americas New York	$24.4M	+$16.5K	6	0.43%	Increased
522	FNC First National Corp Rockland, Massachusetts	$24.2M	+$4.97M	5	5.42%	Increased
523	CS Central Securities New York	$24.1M	$0	1	2.55%	Maintained
524	Scotia Capital Toronto, Ontario, Canada	$24.1M	+$851K	9	0.17%	Increased
525	SM Saya Management New York	$24M	+$1.14M	2	20.18%	Increased