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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	First Eagle Investment Management New York	$11M	+$5.6M	3	0.03%	Increased
627	John G. Ullman & Associates Corning, New York	$10.8M	-$398K	4	2.4%	Reduced
628	LIM Lathrop Investment Management Little Rock, Arkansas	$10.8M	+$483K	1	3.53%	Increased
629	TPH Asset Management Houston, Texas	$10.8M	-$389K	1	0.87%	Reduced
630	Echo Street Capital Management New York	$10.8M	-$40M	2	0.46%	Reduced
631	Phocas Financial Corp Alameda, California	$10.7M	+$2.75M	2	0.84%	Increased
632	LAM Lapides Asset Management Greenwich, Connecticut	$10.7M	-$2.24M	2	1.87%	Reduced
633	Appleton Partners Boston, Massachusetts	$10.7M	+$147K	3	2.1%	Increased
634	KCP KDI Capital Partners Raleigh, North Carolina	$10.5M	-$731K	1	3.13%	Reduced
635	QCI Asset Management Pittsford, New York	$10.4M	+$860K	5	1.61%	Increased
636	GSA Capital Partners London, United Kingdom	$10.4M	+$4.47M	16	0.51%	Increased
637	AIM Arcadia Investment Management Kalamazoo, Michigan	$10.4M	-$892K	5	3.16%	Reduced
638	QI Qualcomm Inc San Diego, California	$10.3M	$0	1	1.35%	Maintained
639	SAM Sentinel Asset Management Montpelier, Vermont	$10.3M	$0	2	0.26%	Maintained
640	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$10.2M	+$4.14M	4	0.32%	Increased
641	Rehmann Capital Advisory Group Lansing, Michigan	$10.2M	+$361K	2	2.13%	Increased
642	FA FDx Advisors Chicago, Illinois	$10.2M	-$740K	9	0.46%	Reduced
643	DBG De Burlo Group Boston, Massachusetts	$10.1M	+$1.77M	2	2.38%	Increased
644	DC Deere & Company Moline, Illinois	$10.1M	-$2.02M	8	0.59%	Reduced
645	Virtu KCG Holdings New York	$10.1M	-$458K	17	0.17%	Reduced
646	CC Cipher Capital New York	$10.1M	+$4.36M	6	1.43%	Increased
647	Rothschild Investment LLC Chicago, Illinois	$10M	-$618K	2	1.28%	Reduced
648	Walleye Trading New York	$10M	-$54.3M	11	0.1%	Reduced
649	Parametric Risk Advisors Westport, Connecticut	$10M	-$1.01M	1	0.7%	Reduced
650	DL Delta Lloyd Amsterdam, Netherlands	$10M	-$9.7M	6	0.34%	Reduced