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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	SAM Strategy Asset Managers Pasadena, California	$15.8M	+$8.43M	3	3.47%	Increased
527	HCM Huber Capital Management El Segundo, California	$15.6M	-$173K	1	0.43%	Reduced
528	AAM Aureus Asset Management Boston, Massachusetts	$15.6M	+$8.23M	2	4.22%	Increased
529	NRS Neville Rodie & Shaw New York	$15.6M	-$554K	4	1.68%	Reduced
530	Huntington National Bank Columbus, Ohio	$15.5M	-$20.1K	13	0.41%	Reduced
531	QI Qualcomm Inc San Diego, California	$15.4M	$0	2	0.8%	Maintained
532	NAP New Amsterdam Partners New York	$15.4M	+$91.9K	1	1.02%	Increased
533	YIA YHB Investment Advisors West Hartford, Connecticut	$15.4M	+$168K	4	4.12%	Increased
534	ELC Edgar Lomax Company Kingstowne, Virginia	$15.3M	-$4.24M	1	1.16%	Reduced
535	Ladenburg Thalmann Financial Services Miami, Florida	$15.3M	+$2.84M	27	0.47%	Increased
536	CS Central Securities New York	$15.3M	$0	1	3.3%	Maintained
537	WDA Wendell David Associates Portsmouth, New Hampshire	$15.2M	-$101K	1	3.33%	Reduced
538	Weiss Multi-Strategy Advisers New York	$15M	-$3.53M	5	0.32%	Reduced
539	Fiduciary Trust Boston, Massachusetts	$15M	+$266K	5	0.66%	Increased
540	AMG National Trust Bank Greenwood Village, Colorado	$14.8M	-$254K	4	1.66%	Reduced
541	ALA Atherton Lane Advisers Menlo Park, California	$14.7M	+$13.8M	2	0.93%	Increased
542	Ameritas Investment Partners Lincoln, Nebraska	$14.7M	+$4.35M	8	1.17%	Increased
543	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$14.6M	+$13.8M	12	0.69%	New
544	Clifford Swan Investment Counsel Pasadena, California	$14.6M	-$371K	3	1.05%	Reduced
545	Tocqueville Asset Management New York	$14.6M	-$7.46M	11	0.2%	Reduced
546	BIM BRC Investment Management Greenwood Village, Colorado	$14.5M	-$367K	2	2.37%	Reduced
547	FP Foundry Partners Minneapolis, Minnesota	$14.5M	+$14.2M	2	1.3%	New
548	GWI Grace & White Inc Ny, New York	$14.5M	+$444K	2	2.78%	Increased
549	BCM Bluefin Capital Management New York	$14.3M	+$12.7M	1	1.12%	Increased
550	WI Wafra Inc New York	$14.3M	-$662K	2	1.83%	Reduced