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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
676	Carnegie Investment Counsel Pepper Pike, Ohio	$9M	+$259K	3	1.55%	Increased
677	AGF Investments Inc Toronto, Ontario, Canada	$8.99M	-$24.4M	3	0.11%	Reduced
678	HCM Hodges Capital Management Dallas, Texas	$8.98M	-$725K	2	0.37%	Reduced
679	WAM Winslow Asset Management Beachwood, Ohio	$8.87M	-$34.2K	1	1.76%	Reduced
680	Nippon Life Insurance Tokyo, Japan	$8.84M	-$82.3K	4	0.23%	Reduced
681	RIL Rothschild Investment LLC Chicago, Illinois	$8.82M	+$1.08M	2	1.16%	Increased
682	BIC Bridges Investment Counsel Omaha, Nebraska	$8.8M	+$625K	3	1.53%	Increased
683	Bridges Investment Management Omaha, Nebraska	$8.8M	$0	3	1.53%	Maintained
684	FP Foundry Partners Minneapolis, Minnesota	$8.78M	-$9.97M	2	0.77%	Reduced
685	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$8.77M	+$346K	6	1.94%	Increased
686	Advisors Capital Management Ridgewood, New Jersey	$8.62M	+$1.94M	1	0.94%	Increased
687	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$8.59M	+$3.99M	5	1.2%	Increased
688	HCMNY Howard Capital Management (New York) New York	$8.58M	+$237K	2	1.75%	Increased
689	WCM Windward Capital Management Los Angeles, California	$8.56M	+$265K	2	2.33%	Increased
690	DnB Asset Management Oslo, Norway	$8.49M	-$54.2K	3	0.21%	Reduced
691	BlueCrest Capital Management St Helier, Jersey	$8.46M	-$8.85M	8	0.28%	Reduced
692	TAM Third Avenue Management New York	$8.43M	-$1.59M	1	0.23%	Reduced
693	Cubist Systematic Strategies Stamford, Connecticut	$8.42M	-$10.1M	14	0.43%	Reduced
694	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$8.38M	-$65K	2	2.85%	Reduced
695	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$8.37M	+$9.04M	1	0.47%	New
696	Farmers & Merchants Investments Inc Lincoln, Nebraska	$8.31M	-$238K	8	1.13%	Reduced
697	SIM Sentry Investment Management Stevens Point, Wisconsin	$8.26M	-$890K	6	0.41%	Reduced
698	TIAAOA Teachers Insurance & Annuity Association of America New York	$8.18M	$0	1	0.3%	Maintained
699	DP Dearborn Partners Chicago, Illinois	$8.08M	-$12K	3	0.81%	Reduced
700	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$8.08M	+$12.1K	1	1.83%	Increased