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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
826	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$13.4M	-$3.07M	1	1.49%	Reduced
827	NRS Neville Rodie & Shaw New York	$13.4M	-$762K	5	1.05%	Reduced
828	LN Lightrock Netherlands Utrecht, Netherlands	$13.4M	+$2.31M	1	3.52%	Increased
829	Prime Capital Investment Advisors Overland Park, Kansas	$13.3M	+$3.21M	13	0.16%	Increased
830	YCM Yaupon Capital Management New York	$13.3M	-$6.88M	1	0.68%	Reduced
831	Great Valley Advisor Group Wilmington, Delaware	$13.3M	+$3.15M	5	0.29%	Increased
832	OPW Osprey Private Wealth New York	$13.2M	+$2.91M	3	7.85%	Increased
833	Y-Intercept (HK) Hong Kong	$13.2M	+$1.17M	16	0.9%	Increased
834	DA Dillon & Associates Jackson, Michigan	$13.2M	+$854K	1	1.96%	Increased
835	PCM Penn Capital Management Philadelphia, Pennsylvania	$13.1M	-$4.48M	4	1.28%	Reduced
836	KA Kintegral Advisory New York	$13.1M	-$44.4K	5	1.32%	Reduced
837	WIC Wilkins Investment Counsel Boston, Massachusetts	$13.1M	+$371K	2	1.87%	Increased
838	BAM Bell Asset Management Melbourne, Australia	$13M	-$576K	2	2.4%	Reduced
839	Commerzbank Aktiengesellschaft Frankfurt, Germany	$13M	+$559K	5	0.3%	Increased
840	Choreo LLC Rockford, Illinois	$13M	-$2.14M	14	0.2%	Reduced
841	Apollon Wealth Management Mount Pleasant, South Carolina	$13M	+$983K	10	0.29%	Increased
842	Winton Group London, United Kingdom	$13M	-$5.75M	6	0.79%	Reduced
843	PIM Plato Investment Management Sydney, NSW, Australia	$13M	-$866K	8	1.09%	Reduced
844	DCP Distillate Capital Partners Chicago, Illinois	$12.9M	-$1.34M	1	0.66%	Reduced
845	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$12.9M	-$1.82M	4	1.26%	Reduced
846	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$12.9M	-$742K	3	1.25%	Reduced
847	BFG Berger Financial Group Plymouth, Minnesota	$12.9M	+$568K	3	0.9%	Increased
848	MCM Maple Capital Management Montpelier, Vermont	$12.9M	-$122K	3	1%	Reduced
849	PA Perennial Advisors New York	$12.9M	+$903K	3	2.57%	Increased
850	Gateway Investment Advisers Cincinnati, Ohio	$12.9M	+$347K	5	0.15%	Increased