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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	CCM Cadence Capital Management Boston, Massachusetts	$10.9M	-$2.67M	5	0.77%	Reduced
627	GWI Grace & White Inc Ny, New York	$10.9M	+$73.2K	2	2.46%	Increased
628	RIL Rothschild Investment LLC Chicago, Illinois	$10.8M	+$818K	2	1.39%	Increased
629	JAM JCIC Asset Management Toronto, Ontario, Canada	$10.8M	-$274K	1	3%	Reduced
630	Comgest Global Investors Paris, France	$10.8M	-$3.12M	1	0.37%	Reduced
631	MCM Maple Capital Management Montpelier, Vermont	$10.8M	+$2.58M	2	3.97%	Increased
632	TI Trigran Investments Northbrook, Illinois	$10.7M	-$910K	1	3.28%	Reduced
633	HCMNY Howard Capital Management (New York) New York	$10.7M	+$159K	2	2.1%	Increased
634	IHL Investment House LLC Redondo Beach, California	$10.7M	-$842K	2	1.7%	Reduced
635	SAM Strategy Asset Managers Pasadena, California	$10.7M	-$241K	1	2.42%	Reduced
636	SRC Shufro Rose & Co New York	$10.5M	-$3.5M	2	1.18%	Reduced
637	CAM Columbia Asset Management Ann Arbor, Michigan	$10.5M	-$1.51M	1	3.86%	Reduced
638	Eastern Bank Boston, Massachusetts	$10.5M	+$6.48M	2	0.86%	Increased
639	ECP Electron Capital Partners New York	$10.4M	+$9.21M	2	3.67%	New
640	SIM Sentry Investment Management Stevens Point, Wisconsin	$10.4M	+$963K	7	0.47%	Increased
641	CCM Corsair Capital Management New York	$10.4M	-$1.78M	1	1.44%	Reduced
642	EI EAM Investors Solana Beach, California	$10.3M	+$7.82M	5	1.61%	Increased
643	BPM Bronson Point Management Fairfield, Connecticut	$10.3M	-$11.8M	1	4.34%	Reduced
644	Profund Advisors Bethesda, Maryland	$10.2M	+$2.58M	12	0.53%	Increased
645	Carnegie Investment Counsel Pepper Pike, Ohio	$10.1M	+$932K	4	1.55%	Increased
646	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$10.1M	+$54.7K	2	1.96%	Increased
647	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$10M	+$3.73M	6	0.46%	Increased
648	TAM TPH Asset Management Houston, Texas	$9.99M	-$2.31M	1	1.14%	Reduced
649	FLII First Long Island Investors Jericho, New York	$9.99M	+$424K	1	1.9%	Increased
650	PRA Parametric Risk Advisors Westport, Connecticut	$9.92M	$0	1	0.67%	Maintained