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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
601	Manning & Napier Advisors Fairport, New York	$11.6M	-$105M	2	0.06%	Reduced
602	Mirae Asset Global Investments Seoul, South Korea	$11.6M	+$2.35M	3	0.47%	Increased
603	AAC Asset Advisors Corp Augusta, Georgia	$11.6M	-$143K	3	2.84%	Reduced
604	PDM Penn Davis McFarland Dallas, Texas	$11.5M	+$42.2K	1	3.03%	Increased
605	Jefferies Group New York	$11.5M	+$5.12M	7	0.07%	Increased
606	Perkins Investment Management Chicago, Illinois	$11.4M	+$8.92M	2	0.16%	Increased
607	SCA Signpost Capital Advisors New York	$11.4M	+$11.6M	1	3.92%	New
608	GWI Grace & White Inc Ny, New York	$11.3M	+$591K	2	2.62%	Increased
609	SAM Securian Asset Management St Paul, Minnesota	$11.3M	+$154K	7	0.37%	Increased
610	IHL Investment House LLC Redondo Beach, California	$11.3M	-$18.9K	2	1.96%	Reduced
611	Foresters Investment Management New York	$11.2M	-$14.2M	2	0.24%	Reduced
612	CCM Cadence Capital Management Boston, Massachusetts	$11.1M	-$672K	4	0.78%	Reduced
613	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$11.1M	+$45.1K	2	4.51%	Increased
614	CAM Cortina Asset Management Milwaukee, Wisconsin	$11.1M	-$5.13M	1	0.51%	Reduced
615	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$11.1M	+$293K	4	0.63%	Increased
616	FBA Front Barnett Associates Chicago, Illinois	$11.1M	+$2.01K	3	2.3%	Increased
617	PAM Private Asset Management San Diego, California	$11.1M	+$1.48M	3	2.07%	Increased
618	NOCM Night Owl Capital Management Greenwich, Connecticut	$11.1M	-$5.81M	1	6.85%	Reduced
619	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$11.1M	+$130K	4	0.98%	Increased
620	BA Boston Advisors Boston, Massachusetts	$11.1M	+$4.87M	4	0.41%	Increased
621	Waratah Capital Advisors Toronto, Ontario, Canada	$11M	-$535K	1	2.33%	Reduced
622	JGUA John G. Ullman & Associates Corning, New York	$10.9M	-$3.08M	4	2.59%	Reduced
623	OA OFI Advisors Philadelphia, Pennsylvania	$10.9M	+$286K	13	0.7%	Increased
624	DC Deere & Company Moline, Illinois	$10.8M	+$2.02M	9	0.68%	Increased
625	KCP KDI Capital Partners Raleigh, North Carolina	$10.8M	+$11M	1	3.13%	New