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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
576	Virginia Retirement Systems Richmond, Virginia	$13.1M	+$1.09M	6	0.2%	Increased
577	Meag Munich Ergo Munich, Germany	$13M	$0	3	0.67%	Maintained
578	PDM Penn Davis McFarland Dallas, Texas	$13M	+$183K	1	3.02%	Increased
579	WC Walthausen & Co Malta, New York	$12.9M	-$3.01M	2	0.94%	Reduced
580	Parallax Volatility Advisers San Francisco, California	$12.9M	+$9.69M	11	0.03%	Increased
581	ARC Absolute Return Capital Boston, Massachusetts	$12.8M	+$12.9M	3	0.51%	Increased
582	Capital Fund Management (CFM) Paris, France	$12.8M	-$63.9M	6	0.16%	Reduced
583	Waratah Capital Advisors Toronto, Ontario, Canada	$12.7M	+$1.28M	1	2.86%	Increased
584	IAM Impax Asset Management Portsmouth, New Hampshire	$12.7M	+$4.52M	3	0.68%	Increased
585	SAM Securian Asset Management St Paul, Minnesota	$12.7M	+$102K	7	0.4%	Increased
586	First Eagle Investment Management New York	$12.7M	$0	4	0.03%	Maintained
587	OCM Olstein Capital Management Purchase, New York	$12.6M	-$1.73M	2	1.31%	Reduced
588	TCP TAMRO Capital Partners Alexandria, Virginia	$12.5M	-$3.64M	1	1.07%	Reduced
589	BFO Boston Family Office Boston, Massachusetts	$12.5M	-$882K	3	1.57%	Reduced
590	GWI Grace & White Inc Ny, New York	$12.5M	+$437K	2	2.56%	Increased
591	Palisade Capital Management Fort Lee, New Jersey	$12.5M	-$440K	2	0.32%	Reduced
592	SRCM Sterling Ridge Capital Management New York	$12.5M	+$2.73M	1	3.11%	Increased
593	TI Trigran Investments Northbrook, Illinois	$12.4M	+$16.8K	1	3.99%	Increased
594	CA CapWealth Advisors Franklin, Tennessee	$12.4M	+$327K	3	2.92%	Increased
595	TIP Torray Investment Partners Bethesda, Maryland	$12.4M	+$12M	1	0.8%	Increased
596	PAM Private Asset Management San Diego, California	$12.4M	+$127K	3	2.08%	Increased
597	DAM Delta Asset Management Memphis, Tennessee	$12.2M	+$342K	6	2.26%	Increased
598	CPP Crow Point Partners Boston, Massachusetts	$12.2M	$0	1	1.79%	Maintained
599	TT Tiedemann Trust Wilmington, Delaware	$12.1M	+$1.13M	1	1%	Increased
600	AWCI Alpine Woods Capital Investors Purchase, New York	$12M	+$293K	4	0.61%	Increased