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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	NPF Norris Perne & French Grand Rapids, Michigan	$21.6M	-$84.5K	1	2.35%	Reduced
527	Cullen/Frost Bankers San Antonio, Texas	$21.5M	-$1.03M	15	0.54%	Reduced
528	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$21.5M	-$122K	2	2.89%	Reduced
529	TIP Torray Investment Partners Bethesda, Maryland	$21.4M	-$304K	3	3.94%	Reduced
530	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$21.4M	-$47.9M	3	0.14%	Reduced
531	CS Central Securities New York	$21.3M	$0	1	3.31%	Maintained
532	Scotia Capital Toronto, Ontario, Canada	$21.2M	-$4.54M	8	0.23%	Reduced
533	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$21.2M	-$2.01M	8	2.83%	Reduced
534	Mariner Overland Park, Kansas	$21M	-$2.55M	10	0.2%	Reduced
535	OCM Osterweis Capital Management San Francisco, California	$20.8M	-$2.41M	1	1.4%	Reduced
536	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$20.7M	+$5.45M	1	0.5%	Increased
537	SRC Stone Run Capital New York	$20.7M	-$142K	4	9.46%	Reduced
538	WAM Weatherly Asset Management Del Mar, California	$20.6M	+$310K	3	3.33%	Increased
539	Driehaus Capital Management Chicago, Illinois	$20.6M	+$15.2M	4	0.42%	Increased
540	SC Sasco Capital Fairfield, Connecticut	$20.4M	-$6.93M	2	3.5%	Reduced
541	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$20.4M	-$685K	6	0.69%	Reduced
542	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$20.4M	-$15.1K	1	2.13%	Reduced
543	Dai-ichi Life Insurance Company Tokyo, Japan	$20.2M	+$110K	5	0.36%	Increased
544	TNB TCF National Bank Sioux Falls, South Dakota	$20.1M	-$6.58M	4	2.39%	Reduced
545	ORI Oak Ridge Investments Chicago, Illinois	$20.1M	+$6.22M	2	1.56%	Increased
546	VCM Vigilant Capital Management Portland, Maine	$20M	+$306K	4	2.19%	Increased
547	EWM Endurance Wealth Management Providence, Rhode Island	$20M	+$1.99M	11	2.95%	Increased
548	Laurion Capital Management New York	$20M	+$10.1M	5	0.24%	Increased
549	AI Atom Investors Austin, Texas	$19.7M	+$38.6K	9	1.88%	Increased
550	First National Bank of Omaha Omaha, Nebraska	$19.7M	-$1.21M	5	1.23%	Reduced