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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	CIPU Caledonia Investments plc (UK) London England, United Kingdom	$23.8M	$0	1	3.49%	Maintained
527	ACG Aventail Capital Group New York	$23.7M	+$23.4M	3	2.01%	Increased
528	SCM Sandler Capital Management New York	$23.6M	-$1.05M	1	2.15%	Reduced
529	Cetera Investment Advisers Schaumburg, Illinois	$23.3M	-$249K	15	0.2%	Reduced
530	TCM Tributary Capital Management Omaha, Nebraska	$23.2M	-$1.15M	3	2.15%	Reduced
531	Shelton Capital Management Denver, Colorado	$23.2M	+$9.18M	13	0.97%	Increased
532	NPF Norris Perne & French Grand Rapids, Michigan	$23.2M	-$27.7K	1	2.12%	Reduced
533	RT Rockland Trust Hanover, Massachusetts	$23.1M	+$1.15M	4	1.45%	Increased
534	Connectus Wealth Cincinnati, Ohio	$23.1M	+$848K	4	0.57%	Increased
535	Glenview Trust Louisville, Kentucky	$22.8M	-$547K	6	0.68%	Reduced
536	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$22.7M	+$6.57M	2	0.53%	Increased
537	KIA KCM Investment Advisors Greenbrae, California	$22.7M	-$975K	9	0.92%	Reduced
538	Guinness Asset Management London, United Kingdom	$22.7M	+$45.6K	2	0.58%	Increased
539	CC Carlson Capital Dallas, Texas	$22.6M	+$21.3M	1	2.13%	New
540	VVP Vulcan Value Partners Birmingham, Alabama	$22.6M	+$21.6M	1	0.29%	New
541	Czech National Bank Prague, Czech Republic	$22.6M	-$2.67K	7	0.56%	Reduced
542	Kornitzer Capital Management Shawnee Mission, Kansas	$22.5M	-$1.48M	4	0.45%	Reduced
543	Parallel Advisors San Francisco, California	$22.5M	+$17M	28	0.76%	Increased
544	North Star Asset Management Neenah, Wisconsin	$22.5M	+$566K	3	1.32%	Increased
545	Fiduciary Trust Boston, Massachusetts	$22.5M	-$621K	9	0.42%	Reduced
546	LGT Group Foundation Vaduz, Liechtenstein	$22.4M	-$89.9K	5	0.64%	Reduced
547	SRC Stone Run Capital New York	$22.4M	-$45.1K	4	10.7%	Reduced
548	Fenimore Asset Management Cobleskill, New York	$22.2M	-$155K	2	0.58%	Reduced
549	GCM Greenland Capital Management New York	$22.1M	+$18.7M	4	2.41%	Increased
550	Hudson Bay Capital Management Stamford, Connecticut	$22M	-$171K	5	0.18%	Reduced