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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	Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$36.7M	-$546K	1	1.79%	Reduced
527	CIBC World Market Toronto, Ontario, Canada	$36.6M	+$2.94M	11	0.06%	Increased
528	Fenimore Asset Management Cobleskill, New York	$36.5M	+$1.15M	2	0.76%	Increased
529	AQR Arbitrage Greenwich, Connecticut	$36.4M	+$37.3M	1	0.77%	New
530	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$36.4M	+$2.94M	6	0.46%	Increased
531	XN LP New York	$36.3M	+$35.8M	1	1.02%	New
532	Groupe la Francaise Paris, France	$36.1M	+$2.51M	10	0.51%	Increased
533	Anomaly Capital Management New York	$36.1M	-$91M	1	1.3%	Reduced
534	Public Employees Retirement Association of Colorado Denver, Colorado	$36M	-$16.6M	25	0.13%	Reduced
535	Mattern Capital Management Lakewood, Colorado	$36M	+$2.09M	4	4.25%	Increased
536	BW Gestao de Investimentos Sao Paulo, Brazil	$35.7M	+$4.68M	2	0.81%	Increased
537	MIM Manitou Investment Management Toronto, Ontario, Canada	$35.7M	+$3.01M	1	6.25%	Increased
538	Ceredex Value Advisors Orlando, Florida	$35.5M	+$12.4M	2	1.07%	Increased
539	Needham Investment Management New York	$35.5M	+$6.05M	6	2.24%	Increased
540	Evelyn Partners Investment Management London,	$35M	-$1.2M	8	0.97%	Reduced
541	Private Advisor Group Morristown, New Jersey	$34.9M	-$6.14M	20	0.16%	Reduced
542	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$34.8M	-$43.7M	10	0.54%	Reduced
543	Renaissance Group Covington, Kentucky	$34.8M	-$742K	3	1.4%	Reduced
544	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$34.6M	-$7.98M	7	0.28%	Reduced
545	Oppenheimer & Co New York	$34.5M	-$12.1M	15	0.49%	Reduced
546	Belpointe Asset Management Reno, Nevada	$34.5M	+$530K	8	1.25%	Increased
547	Avalon Trust Santa Fe, New Mexico	$34.4M	+$594K	8	2.23%	Increased
548	Cannell & Spears New York	$34.4M	-$3.68M	6	0.64%	Reduced
549	Oribel Capital Management New York	$34.3M	-$26.6K	1	1.57%	Reduced
550	EFG International Zurich,	$34M	+$34.9M	8	0.66%	New