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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	Candriam SCA Strassen, Luxembourg, Luxembourg	$12M	-$9.27M	4	0.32%	Reduced
602	OCM Olstein Capital Management Purchase, New York	$11.9M	-$252K	2	1.54%	Reduced
603	MAM Mastrapasqua Asset Management Nashville, Tennessee	$11.9M	-$183K	2	2.92%	Reduced
604	IHL Investment House LLC Redondo Beach, California	$11.9M	-$241K	2	1.93%	Reduced
605	FCG FrontFour Capital Group Greenwich, Connecticut	$11.8M	+$11.6M	1	2.39%	New
606	Jane Street New York	$11.8M	-$4.57M	8	0.07%	Reduced
607	WB Webster Bank Waterbury, Connecticut	$11.8M	+$613K	3	1.89%	Increased
608	Analytic Investors Los Angeles, California	$11.7M	-$20.6M	4	0.15%	Reduced
609	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$11.6M	-$89K	2	4.99%	Reduced
610	CSC Cove Street Capital El Segundo, California	$11.6M	+$1.88M	2	1.52%	Increased
611	BST Bath Savings Trust Bath, Maine	$11.5M	+$471K	2	3.86%	Increased
612	CCM Corsair Capital Management New York	$11.3M	-$1.23M	1	1.41%	Reduced
613	Colony Group Boston, Massachusetts	$11.3M	+$147K	4	1.03%	Increased
614	EverPoint Asset Management Stamford, Connecticut	$11.3M	+$4.53M	3	0.24%	Increased
615	AWCI Alpine Woods Capital Investors Purchase, New York	$11.3M	-$2.44M	4	0.6%	Reduced
616	JAM JCIC Asset Management Toronto, Ontario, Canada	$11.2M	-$325K	1	3.09%	Reduced
617	KIA KCM Investment Advisors Greenbrae, California	$11.2M	+$1.21M	5	0.89%	Increased
618	PAM Private Asset Management San Diego, California	$11.2M	-$182K	3	2.02%	Reduced
619	GWI Grace & White Inc Ny, New York	$11.1M	-$1.53M	2	2.58%	Reduced
620	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$11.1M	-$8.17M	7	0.44%	Reduced
621	SAM Strategy Asset Managers Pasadena, California	$11.1M	-$172K	1	2.51%	Reduced
622	PP Paloma Partners Greenwich, Connecticut	$11.1M	+$1.03M	13	0.29%	Increased
623	NC NBW Capital Boston, Massachusetts	$11M	-$947K	2	3.38%	Reduced
624	PR Payden & Rygel Los Angeles, California	$11M	+$1.95M	4	1.45%	Increased
625	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$11M	-$3.95M	2	0.89%	Reduced