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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
701	RCP Rothschild Capital Partners New York	$9.6M	-$1.32M	1	4.41%	Reduced
702	WAM Winslow Asset Management Beachwood, Ohio	$9.6M	+$196K	1	1.7%	Increased
703	Reilly Financial Advisors La Mesa, California	$9.6M	+$922K	8	2.31%	Increased
704	Tokio Marine Asset Management Tokyo, Japan	$9.32M	-$1.88M	7	0.68%	Reduced
705	FA FDx Advisors Chicago, Illinois	$9.26M	+$640K	8	0.6%	Increased
706	SIM Sentry Investment Management Stevens Point, Wisconsin	$9.23M	+$560K	7	0.47%	Increased
707	FWCM First Western Capital Management Los Angeles, California	$9.17M	-$108K	3	2.71%	Reduced
708	Howard Capital Management (New York) New York	$9.14M	+$140K	2	1.82%	Increased
709	UFG United Fire Group Cedar Rapids, Iowa	$9.05M	$0	3	3.97%	Maintained
710	FNB First Niagara Bank Lockport, New York	$8.99M	-$174K	4	1.89%	Reduced
711	LIM Loudon Investment Management West Lebanon, New Hampshire	$8.98M	-$344K	4	6.4%	Reduced
712	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$8.89M	+$2.87M	4	0.67%	Increased
713	ACM Ativo Capital Management Chicago, Illinois	$8.88M	-$261K	2	3.5%	Reduced
714	TT Tiedemann Trust Wilmington, Delaware	$8.84M	+$256K	1	0.79%	Increased
715	Natixis Paris, France	$8.8M	-$2.57M	4	0.14%	Reduced
716	ACK Asset Management Greenwich, Connecticut	$8.79M	+$7.54M	1	3.16%	New
717	Weiss Multi-Strategy Advisers New York	$8.78M	+$865K	1	0.21%	Increased
718	SCM Stevens Capital Management Radnor, Pennsylvania	$8.76M	-$11.3M	8	0.26%	Reduced
719	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$8.76M	-$81.8K	2	2.91%	Reduced
720	Castleark Management Chicago, Illinois	$8.76M	+$5.32M	2	0.25%	Increased
721	Sumitomo Life Insurance Tokyo, Japan	$8.75M	-$265K	3	0.86%	Reduced
722	TPH Asset Management Houston, Texas	$8.73M	+$3.42M	2	1.95%	Increased
723	UM Ulysses Management New York	$8.73M	+$8.77M	1	1.12%	New
724	BLB&B Advisors Montgomeryville, Pennsylvania	$8.56M	+$336K	7	1.85%	Increased
725	Payden & Rygel Los Angeles, California	$8.55M	+$2.74M	3	1.69%	Increased