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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	JGUA John G. Ullman & Associates Corning, New York	$15.6M	-$2.91M	5	2.75%	Reduced
627	ANRF Adams Natural Resources Fund Baltimore, Maryland	$15.6M	-$8.31M	2	2.68%	Reduced
628	MFP Michael F. Price	$15.2M	-$5.56M	2	1.97%	Reduced
629	Energy Income Partners Westport, Connecticut	$15.2M	-$1.69M	1	0.27%	Reduced
630	Brown Brothers Harriman & Co New York	$15.2M	-$5.36M	11	0.1%	Reduced
631	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$15.1M	+$7.72M	3	0.1%	Increased
632	SAM Security Asset Management New York	$15.1M	-$570K	4	9.7%	Reduced
633	KCM Kanawha Capital Management Richmond, Virginia	$15.1M	-$1.53M	3	2.02%	Reduced
634	Greenleaf Trust Kalamazoo, Michigan	$15M	-$172K	6	0.24%	Reduced
635	AAIM Asset Advisors Investment Management Augusta, Georgia	$14.8M	+$524K	1	2.5%	Increased
636	Moore Capital Management New York	$14.8M	+$17.2M	2	0.35%	New
637	TCOV Trust Company of Vermont Brattleboro, Vermont	$14.8M	-$849K	14	1.23%	Reduced
638	Private Management Group Irvine, California	$14.8M	-$7M	1	0.76%	Reduced
639	WesBanco Bank Wheeling, West Virginia	$14.8M	-$7.52M	4	0.72%	Reduced
640	TAM Tyers Asset Management Austin, Texas	$14.7M	-$6.09M	10	0.5%	Reduced
641	Ameritas Investment Partners Lincoln, Nebraska	$14.7M	-$689K	36	0.67%	Reduced
642	Driehaus Capital Management Chicago, Illinois	$14.7M	+$12.7M	5	0.46%	Increased
643	BI Bredin Investment Wilmington, Delaware	$14.7M	-$9.51M	1	12.81%	Reduced
644	CCI Columbus Circle Investors	$14.5M	+$10.3M	1	0.39%	Increased
645	Advisors Capital Management Ridgewood, New Jersey	$14.4M	+$5.04M	2	0.86%	Increased
646	IndexIQ Advisors New York	$14.4M	+$2.73M	8	0.44%	Increased
647	FLII First Long Island Investors Jericho, New York	$14.4M	+$23.6K	1	1.79%	Increased
648	NIM Northeast Investment Management Boston, Massachusetts	$14.4M	+$1.84M	2	1.14%	Increased
649	Guardian Capital (Canada) Toronto, Ontario, Canada	$14.4M	+$348K	3	0.28%	Increased
650	Stephens Inc Little Rock, Arkansas	$14.3M	-$484K	10	0.32%	Reduced