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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
626	MAM Mastrapasqua Asset Management Nashville, Tennessee	$10.8M	+$57.8K	2	2.84%	Increased
627	PAS Professional Advisory Services Vero Beach, Florida	$10.7M	-$32.8K	1	2.69%	Reduced
628	Cullen/Frost Bankers San Antonio, Texas	$10.7M	+$160K	4	0.43%	Increased
629	AIM Arcadia Investment Management Kalamazoo, Michigan	$10.7M	-$122K	5	3.27%	Reduced
630	BST Bath Savings Trust Bath, Maine	$10.6M	-$94K	1	3.73%	Reduced
631	First Eagle Investment Management New York	$10.5M	+$1.27M	4	0.03%	Increased
632	PCP P2 Capital Partners New York	$10.5M	+$547K	1	2.03%	Increased
633	CCM Carderock Capital Management Chevy Chase, Maryland	$10.5M	-$771K	2	5.85%	Reduced
634	FGA Flood Gamble Associates New York	$10.5M	-$150K	1	5.24%	Reduced
635	DSI Daiwa SB Investments Tokyo, Japan	$10.5M	+$1.05M	4	2.39%	Increased
636	TAM TPH Asset Management Houston, Texas	$10.3M	+$4.74M	1	1.43%	Increased
637	CA CapWealth Advisors Franklin, Tennessee	$10.3M	+$8.23K	3	2.57%	Increased
638	TIP Torray Investment Partners Bethesda, Maryland	$10.2M	$0	1	0.75%	Maintained
639	Cambridge Investment Research Advisors Fairfield, Iowa	$10.2M	+$47.4K	8	0.29%	Increased
640	CEP Chicago Equity Partners Chicago, Illinois	$10.1M	+$5.35M	5	0.28%	Increased
641	Tocqueville Asset Management New York	$10.1M	-$7.96M	5	0.14%	Reduced
642	ZC Zelman Capital Beachwood, Ohio	$10.1M	+$168K	1	3.53%	Increased
643	FA FDx Advisors Chicago, Illinois	$10.1M	+$795K	10	0.86%	Increased
644	STB S&T Bank Indiana, Pennsylvania	$10M	+$6.07M	1	1.54%	Increased
645	OPCM Osborne Partners Capital Management San Francisco, California	$10M	+$322K	1	1.47%	Increased
646	DFO Duquesne Family Office New York	$10M	-$42.4M	1	0.85%	Reduced
647	Bridgewater Associates Westport, Connecticut	$9.92M	+$10.3M	4	0.13%	Increased
648	PP Patten & Patten Chattanooga, Tennessee	$9.91M	+$1.53M	3	1.51%	Increased
649	CAM Columbia Asset Management Ann Arbor, Michigan	$9.89M	+$4.59M	1	4.02%	Increased
650	CSC Cove Street Capital El Segundo, California	$9.87M	+$10.5M	2	1.31%	New