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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
551	DP DSAM Partners London, United Kingdom	$19.7M	+$17.8M	1	3.68%	Increased
552	CGM Centenus Global Management New York	$19.7M	+$1.72M	3	2.77%	Increased
553	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$19.6M	-$3.61M	2	4.02%	Reduced
554	PC Port Capital Chicago, Illinois	$19.4M	+$421K	3	2.22%	Increased
555	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$19.4M	-$275K	1	5.19%	Reduced
556	Nomura Holdings Tokyo, Japan	$19.4M	+$7.37M	7	0.07%	Increased
557	BST Bath Savings Trust Bath, Maine	$19.4M	-$200K	2	3.71%	Reduced
558	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$19.3M	+$1.4M	7	1.57%	Increased
559	BCM Brigade Capital Management New York	$19.3M	-$470K	1	1.04%	Reduced
560	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$19.3M	-$529K	2	1.32%	Reduced
561	Synovus Financial Columbus, Georgia	$19.2M	-$1.27M	13	0.29%	Reduced
562	Stock Yards Bank & Trust Louisville, Kentucky	$19.2M	-$634K	3	1.75%	Reduced
563	SEC Seven Eight Capital New York	$19.1M	+$945K	3	1.01%	Increased
564	TU TDAM USA Toronto, Ontario, Canada	$19.1M	+$7.47M	3	1.36%	Increased
565	NA Neuburgh Advisers Los Angeles, California	$19.1M	-$2.51M	13	0.59%	Reduced
566	ESCM Echo Street Capital Management New York	$19M	+$3.31M	1	0.32%	Increased
567	RFA Reilly Financial Advisors La Mesa, California	$19M	+$1.35M	11	2.33%	Increased
568	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$18.9M	-$670K	6	0.34%	Reduced
569	Natixis Paris, France	$18.8M	+$14.3M	5	0.12%	Increased
570	AAM Autus Asset Management Scottsdale, Arizona	$18.7M	-$422K	3	2.93%	Reduced
571	WAM Weatherly Asset Management Del Mar, California	$18.5M	-$1.39M	3	3.95%	Reduced
572	LIM Lathrop Investment Management Little Rock, Arkansas	$18.5M	-$264K	1	5.11%	Reduced
573	Engineers Gate Manager New York	$18.5M	+$6.25M	13	0.94%	Increased
574	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$18.4M	-$1.62M	5	2.02%	Reduced
575	MCM Maple Capital Management Montpelier, Vermont	$18.4M	+$932K	2	3.96%	Increased