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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
726	Emerald Advisers Leola, Pennsylvania	$7.45M	+$660K	2	0.39%	Increased
727	VC Vestor Capital Chicago, Illinois	$7.42M	-$233K	1	2.36%	Reduced
728	PH Pinnacle Holdings Tulsa, Oklahoma	$7.39M	-$604K	1	3.18%	Reduced
729	Hancock Whitney Gulfport, Mississippi	$7.38M	-$7.69M	2	0.31%	Reduced
730	UFG United Fire Group Cedar Rapids, Iowa	$7.33M	$0	3	3.31%	Maintained
731	VBCP Vollero Beach Capital Partners New York	$7.3M	-$17.2M	3	1.26%	Reduced
732	Wedbush Securities Los Angeles, California	$7.26M	-$12.7K	7	1.46%	Reduced
733	Daiwa Securities Group Tokyo, Japan	$7.26M	+$1.02M	9	0.05%	Increased
734	CI Cowen Inc New York	$7.24M	+$7.26M	4	0.43%	Increased
735	ELC Edgar Lomax Company Kingstowne, Virginia	$7.22M	-$279K	1	0.55%	Reduced
736	WIC Wilkins Investment Counsel Boston, Massachusetts	$7.21M	+$283K	1	2.76%	Increased
737	PCM Parsons Capital Management Providence, Rhode Island	$7.2M	+$327K	7	1.05%	Increased
738	HA Halsey Associates New Haven, Connecticut	$7.18M	-$2.38M	1	1.69%	Reduced
739	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$7.16M	+$7.3M	1	0.65%	New
740	GP GLG Partners London, United Kingdom	$7.16M	+$2.58M	3	0.19%	Increased
741	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$7.13M	+$631K	3	0.53%	Increased
742	AACA American Assets Capital Advisers San Diego, California	$7.12M	+$12.8K	1	4.83%	Increased
743	MCM MV Capital Management Bethesda, Maryland	$7.09M	-$61.7K	2	3.23%	Reduced
744	PEAK6 Group Chicago, Illinois	$7.07M	+$2.19M	9	0.04%	Increased
745	SRC Stone Run Capital New York	$7.07M	+$671K	3	5.62%	Increased
746	KCM Kanawha Capital Management Richmond, Virginia	$7.06M	+$23.5K	3	1.36%	Increased
747	LIM Loudon Investment Management West Lebanon, New Hampshire	$7.05M	-$10.3K	4	6.06%	Reduced
748	ACP Ashfield Capital Partners San Francisco, California	$7.01M	+$195K	4	0.45%	Increased
749	VFM Viking Fund Management Minot, North Dakota	$7M	+$2.04M	1	1.23%	Increased
750	Covington Capital Management Los Angeles, California	$7M	-$54.6M	9	0.72%	Reduced