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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	FA FDx Advisors Chicago, Illinois	$14.4M	+$2.04M	9	0.41%	Increased
602	Shelton Capital Management Denver, Colorado	$14.3M	-$1.58M	5	1.09%	Reduced
603	CT Cambridge Trust Cambridge, Massachusetts	$14.3M	+$2.39M	5	1.01%	Increased
604	Brinker Capital Berwyn, Pennsylvania	$14.2M	+$13.6M	8	0.8%	Increased
605	Barings Charlotte, North Carolina	$14.1M	-$1.62M	10	0.35%	Reduced
606	STB S&T Bank Indiana, Pennsylvania	$14.1M	-$5.46M	1	2.26%	Reduced
607	ECM Estabrook Capital Management New York	$14.1M	-$1.77M	5	2.21%	Reduced
608	Comgest Global Investors Paris, France	$14M	+$70.2K	1	0.46%	Increased
609	MFP Michael F. Price	$14M	$0	1	1.7%	Maintained
610	WesBanco Bank Wheeling, West Virginia	$13.9M	-$167K	3	0.79%	Reduced
611	ICOM Investment Counselors of Maryland Baltimore, Maryland	$13.8M	-$20.1M	2	0.73%	Reduced
612	SCM Sanoor Capital Management Greenwich, Connecticut	$13.8M	+$13.4M	1	10.99%	New
613	WB Webster Bank Waterbury, Connecticut	$13.7M	+$328K	8	2.01%	Increased
614	CI Investments Inc Toronto, Ontario, Canada	$13.6M	+$1.09M	2	0.15%	Increased
615	TCM Twin Capital Management Mcmurray, Pennsylvania	$13.6M	+$1.68M	4	0.88%	Increased
616	JGUA John G. Ullman & Associates Corning, New York	$13.5M	-$4.2M	4	2.84%	Reduced
617	VanEck Associates New York	$13.5M	-$736K	10	0.07%	Reduced
618	MCM Manchester Capital Management Manchester, Vermont	$13.5M	+$636K	26	2.06%	Increased
619	SCM SIR Capital Management New York	$13.4M	-$7.69M	1	2.1%	Reduced
620	DAM Delta Asset Management Memphis, Tennessee	$13.2M	+$79.9K	7	2.21%	Increased
621	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$13.2M	+$555K	8	0.47%	Increased
622	Guardian Capital (Canada) Toronto, Ontario, Canada	$13.1M	+$55.3K	1	0.19%	Increased
623	DSI Daiwa SB Investments Tokyo, Japan	$13.1M	-$600K	5	3.45%	Reduced
624	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$13.1M	-$2.65M	1	0.15%	Reduced
625	AAM Alpine Associates Management Palm Beach, Florida	$13.1M	+$10.5M	1	0.34%	Increased