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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	Hemenway Trust Hemenway Trust Salem, New Hampshire	$21.5M	+$243K	2	2.39%	Increased
527	CCPM Cooper Creek Partners Management New York	$21.5M	+$21.1M	2	1.78%	Increased
528	Davidson Kempner Capital Management New York	$21.5M	+$10.2M	3	0.41%	Increased
529	Hudson Bay Capital Management Stamford, Connecticut	$21.4M	-$3.8M	7	0.22%	Reduced
530	BOK Financial Tulsa, Oklahoma	$21.4M	-$2.21M	10	0.39%	Reduced
531	Scout Investments Kansas City, Missouri	$21.2M	+$1.42M	2	0.43%	Increased
532	First Merchants Corp Muncie, Indiana	$21.1M	-$873K	5	1.94%	Reduced
533	SRC Stone Run Capital New York	$21.1M	-$162K	4	10.69%	Reduced
534	Centiva Capital New York	$21.1M	+$17.4M	7	0.6%	Increased
535	Cramer Rosenthal McGlynn Stamford, Connecticut	$21.1M	-$3.75M	1	0.93%	Reduced
536	Tortoise Capital Advisors Overland Park, Kansas	$21M	+$422K	16	0.31%	Increased
537	Empire Life Investments Toronto, Ontario, Canada	$21M	-$373K	2	1.44%	Reduced
538	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$20.9M	+$159K	4	6.98%	Increased
539	Caledonia Investments plc (UK) London England, United Kingdom	$20.9M	$0	1	3.46%	Maintained
540	Tributary Capital Management Omaha, Nebraska	$20.8M	-$698K	3	2.08%	Reduced
541	Oppenheimer Asset Management New York	$20.7M	-$512K	5	0.33%	Reduced
542	LM Lansing Management New York	$20.6M	$0	1	24%	Maintained
543	Rockland Trust Hanover, Massachusetts	$20.6M	+$816K	4	1.31%	Increased
544	Jacobs Levy Equity Management Florham Park, New Jersey	$20.5M	-$10.2M	5	0.14%	Reduced
545	Norris Perne & French Grand Rapids, Michigan	$20.4M	-$567K	1	2.01%	Reduced
546	North Star Asset Management Neenah, Wisconsin	$20.2M	+$350K	3	1.26%	Increased
547	Fenimore Asset Management Cobleskill, New York	$20.2M	+$160K	3	0.54%	Increased
548	Asset Advisors Investment Management Augusta, Georgia	$20.1M	-$30.5K	2	2.65%	Reduced
549	Jump Financial Chicago, Illinois	$20.1M	-$5.73M	14	1.06%	Reduced
550	Ameritas Investment Partners Lincoln, Nebraska	$19.8M	+$1.48M	32	0.79%	Increased