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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	First Merchants Corp Muncie, Indiana	$22.1M	-$3.23M	4	2.35%	Reduced
527	CEP Chicago Equity Partners Chicago, Illinois	$22M	+$596K	13	1.05%	Increased
528	AAM Aureus Asset Management Boston, Massachusetts	$21.9M	-$6.57M	2	2.72%	Reduced
529	SAM Securian Asset Management St Paul, Minnesota	$21.9M	+$389K	9	0.5%	Increased
530	ECP Electron Capital Partners New York	$21.8M	+$897K	1	3.19%	Increased
531	SC Sasco Capital Fairfield, Connecticut	$21.7M	-$3.55M	2	2.37%	Reduced
532	CIPU Caledonia Investments plc (UK) London England, United Kingdom	$21.6M	$0	1	6.04%	Maintained
533	Private Advisor Group Morristown, New Jersey	$21.5M	-$400K	12	0.33%	Reduced
534	SRC Stone Run Capital New York	$21.3M	+$172K	4	10.15%	Increased
535	FBA Front Barnett Associates Chicago, Illinois	$21.2M	-$72.5K	2	3.51%	Reduced
536	Crawford Investment Counsel Atlanta, Georgia	$21.1M	-$454K	5	0.58%	Reduced
537	MCM Manchester Capital Management Manchester, Vermont	$20.9M	-$135K	29	2.46%	Reduced
538	Locust Wood Capital Advisers New York	$20.9M	+$3.56M	1	1.76%	Increased
539	PP PDT Partners New York	$20.8M	+$8.19M	8	1.24%	Increased
540	CS Central Securities New York	$20.7M	-$363K	1	3.11%	Reduced
541	DA Duality Advisers Miami, Florida	$20.6M	+$13.6M	3	1.15%	Increased
542	Cullen/Frost Bankers San Antonio, Texas	$20.5M	-$882K	11	0.61%	Reduced
543	IFM Investors Melbourne, Australia	$20.4M	+$6.75M	6	0.76%	Increased
544	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$20.2M	-$524K	6	2.03%	Reduced
545	YIA YHB Investment Advisors West Hartford, Connecticut	$20.1M	+$319K	4	3.06%	Increased
546	RR Robotti Robert	$20.1M	-$90.1K	2	6.12%	Reduced
547	BPB Badgley, Phelps & Bell Seattle, Washington	$20M	+$212K	2	1.14%	Increased
548	Assenagon Asset Management Senningerberg, Luxembourg	$20M	-$8.84M	7	0.13%	Reduced
549	PCM Penn Capital Management Philadelphia, Pennsylvania	$19.9M	-$14M	3	2.07%	Reduced
550	BWP Baldwin Wealth Partners Marion, Massachusetts	$19.7M	+$1.6M	10	2.97%	Increased