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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	CIPU Caledonia Investments plc (UK) London England, United Kingdom	$36.7M	$0	1	4.02%	Maintained
502	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$36.6M	+$1.97M	2	3.75%	Increased
503	North Star Asset Management Neenah, Wisconsin	$36.6M	+$387K	4	1.64%	Increased
504	Ethic Inc New York	$36.5M	-$3.71M	17	0.92%	Reduced
505	Wedge Capital Management Charlotte, North Carolina	$36.5M	+$12.6M	4	0.63%	Increased
506	Achmea Investment Management Zeist, Netherlands	$36.4M	+$556K	5	0.6%	Increased
507	MIM Manitou Investment Management Toronto, Ontario, Canada	$36.3M	+$35.2M	1	6.9%	Increased
508	Peregrine Capital Management Minneapolis, Minnesota	$36.1M	+$2.16M	4	1.09%	Increased
509	WTA Washington Trust Advisors Wellesley, Massachusetts	$36M	-$4.34M	9	3.1%	Reduced
510	ZIG Zuckerman Investment Group Chicago, Illinois	$35.8M	-$891K	2	3.68%	Reduced
511	Aquatic Capital Management Chicago, Illinois	$35.7M	+$30M	19	0.93%	Increased
512	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$35.6M	+$269K	1	2.03%	Increased
513	DP Dearborn Partners Chicago, Illinois	$35.3M	-$1.04M	4	1.43%	Reduced
514	NPIC Neumeier Poma Investment Counsel Carmel, California	$35.2M	-$11.4M	1	3.36%	Reduced
515	TCMG TSP Capital Management Group Summit, New Jersey	$35.1M	-$194K	4	10.86%	Reduced
516	RIM Ranger Investment Management Dallas, Texas	$34.7M	+$1.34M	1	2.23%	Increased
517	Jones Financial Companies Des Peres, Missouri	$34.7M	+$13.7M	27	0.04%	Increased
518	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$34.6M	+$895K	5	8.49%	Increased
519	HCC Hill City Capital Boston, Massachusetts	$34.4M	$0	1	2.27%	Maintained
520	FMI F/M Investments Washington, District of Columbia	$34.1M	-$1.54M	4	1.07%	Reduced
521	Diamond Hill Capital Management Columbus, Ohio	$34M	-$2.84M	2	0.14%	Reduced
522	Clifford Swan Investment Counsel Pasadena, California	$33.9M	-$2.6M	4	1.2%	Reduced
523	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$33.8M	-$683K	8	0.49%	Reduced
524	Crawford Investment Counsel Atlanta, Georgia	$33.8M	-$199K	4	0.58%	Reduced
525	TimesSquare Capital Management New York	$33.8M	-$2.92M	1	0.51%	Reduced