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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	WAM Winslow Asset Management Beachwood, Ohio	$10.3M	-$204K	1	2.26%	Reduced
677	MHP Manatuck Hill Partners Westport, Connecticut	$10.2M	-$473K	2	4.07%	Reduced
678	UFF USA Financial Formulas Ada, Michigan	$10.2M	+$2.25M	5	2.61%	Increased
679	Kayne Anderson Capital Advisors Los Angeles, California	$10.1M	+$9.91M	1	0.11%	New
680	MCM Monarch Capital Management Fort Wayne, Indiana	$10.1M	-$31.7K	2	3.84%	Reduced
681	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$10.1M	-$12.2K	3	3.12%	Reduced
682	NA Navellier & Associates Reno, Nevada	$10.1M	-$244K	2	1.44%	Reduced
683	EIM Essex Investment Management Boston, Massachusetts	$10.1M	+$3.14M	4	1.62%	Increased
684	MAP Managed Asset Portfolios Rochester, Michigan	$10M	+$39.1K	1	4.23%	Increased
685	Azimuth Capital Management Bloomfield Hills, Michigan	$10M	+$757K	3	0.87%	Increased
686	TIAAOA Teachers Insurance & Annuity Association of America New York	$10M	$0	1	0.24%	Maintained
687	KI Kalmar Investments Greenville, Delaware	$9.93M	-$383K	1	0.45%	Reduced
688	Jefferies Group New York	$9.74M	+$5.55M	6	0.05%	Increased
689	Hosking Partners London, United Kingdom	$9.65M	+$1.16M	1	0.32%	Increased
690	MCM Murphy Capital Management Bedminster, New Jersey	$9.63M	+$4.01M	8	1.49%	Increased
691	William Blair Investment Management Chicago, Illinois	$9.62M	-$982K	3	0.04%	Reduced
692	TIP Torray Investment Partners Bethesda, Maryland	$9.54M	+$2.4K	1	1.05%	Increased
693	CCM Corsair Capital Management New York	$9.46M	-$830K	1	1.57%	Reduced
694	PR Payden & Rygel Los Angeles, California	$9.46M	$0	3	0.95%	Maintained
695	JAM JCIC Asset Management Toronto, Ontario, Canada	$9.45M	-$857K	1	2.97%	Reduced
696	ECP Elk Creek Partners Denver, Colorado	$9.44M	+$9.28M	1	0.62%	New
697	Bridges Investment Management Omaha, Nebraska	$9.41M	-$209K	3	1.57%	Reduced
698	CT Coastline Trust Providence, Rhode Island	$9.41M	+$51.9K	4	1.84%	Increased
699	AT Acadia Trust Portland, Maine	$9.4M	-$201K	1	2.85%	Reduced
700	First National Bank of Omaha Omaha, Nebraska	$9.34M	-$3.67M	5	0.68%	Reduced