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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
526	CC Chubb Corp Warren, New Jersey	$13.8M	$0	1	0.77%	Maintained
527	TU TDAM USA Toronto, Ontario, Canada	$13.7M	-$5.36M	2	0.65%	Reduced
528	HBK Investments Dallas, Texas	$13.6M	+$5.15M	4	0.2%	Increased
529	BAM Bedlam Asset Management London, United Kingdom	$13.5M	+$225K	1	10.75%	Increased
530	HCM Huber Capital Management El Segundo, California	$13.5M	-$7.44M	1	0.47%	Reduced
531	GWI Grace & White Inc Ny, New York	$13.5M	-$1.01M	1	2.68%	Reduced
532	PRA Parametric Risk Advisors Westport, Connecticut	$13.5M	-$465K	2	0.95%	Reduced
533	RCM Riverhead Capital Management Wilmington, Delaware	$13.5M	+$2.69M	5	0.44%	Increased
534	First Citizens Bank & Trust Raleigh, North Carolina	$13.4M	+$170K	9	0.51%	Increased
535	NPF Norris Perne & French Grand Rapids, Michigan	$13.4M	-$55.3K	3	2.77%	Reduced
536	CIBC Asset Management Toronto, Ontario, Canada	$13.4M	+$198K	7	0.09%	Increased
537	RA Rational Advisors Huntington, New York	$13.4M	-$410K	10	1.02%	Reduced
538	CCM Cadence Capital Management Boston, Massachusetts	$13.3M	+$12.8M	2	0.45%	New
539	Sculptor Capital New York	$13.3M	-$4.75M	1	0.04%	Reduced
540	PP PDT Partners New York	$13.2M	-$18.7M	8	0.36%	Reduced
541	BOK Financial Tulsa, Oklahoma	$13.2M	+$334K	8	0.48%	Increased
542	Meag Munich Ergo Munich, Germany	$13.2M	-$4.24M	3	0.92%	Reduced
543	AMG National Trust Bank Greenwood Village, Colorado	$13.1M	+$997K	4	1.65%	Increased
544	HCM Howland Capital Management Boston, Massachusetts	$13M	+$1.26M	2	1.77%	Increased
545	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$13M	-$128K	4	1.06%	Reduced
546	Trillium Asset Management Boston, Massachusetts	$12.9M	+$633K	1	1.44%	Increased
547	RGI River Global Investors London, United Kingdom	$12.9M	-$15.3M	1	2.91%	Reduced
548	Regions Financial Corp Birmingham, Alabama	$12.8M	-$1.41M	6	0.17%	Reduced
549	BIM BRC Investment Management Greenwood Village, Colorado	$12.8M	+$12M	1	1.94%	Increased
550	BFA Beaumont Financial Advisors Needham, Massachusetts	$12.8M	-$9.26M	1	1.13%	Reduced