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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
376	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$32.7M	-$791K	1	1%	Reduced
377	AAM ACK Asset Management Greenwich, Connecticut	$32.6M	+$1.04M	1	10.31%	Increased
378	RCM Riverhead Capital Management Wilmington, Delaware	$32.6M	-$24.4M	6	0.49%	Reduced
379	BAM Barrett Asset Management New York	$32.1M	-$1.24M	4	2.65%	Reduced
380	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$32M	-$1.65M	13	0.37%	Reduced
381	B BP London, United Kingdom	$32M	-$4.27M	3	1.02%	Reduced
382	EverPoint Asset Management Stamford, Connecticut	$31.9M	+$18.6M	4	0.6%	Increased
383	RHJA Rice Hall James & Associates San Diego, California	$31.9M	+$1.81M	7	1.84%	Increased
384	Bridgeway Capital Management Houston, Texas	$31.7M	+$3.92M	7	0.66%	Increased
385	Carson Wealth (CWM LLC) Omaha, Nebraska	$31.6M	-$451K	2	3.2%	Reduced
386	Robeco Institutional Asset Management Rotterdam, Netherlands	$31.4M	-$3.05M	6	0.24%	Reduced
387	Natixis Paris, France	$31.4M	+$24M	5	0.43%	Increased
388	PPCP Pivot Point Capital Partners San Francisco, California	$31.3M	+$2.53M	1	13.39%	Increased
389	Avalon Investment & Advisory Houston, Texas	$31.2M	+$400K	1	1.36%	Increased
390	SW SVB Wealth Boston, Massachusetts	$30.9M	+$948K	5	1%	Increased
391	Everett Harris & Co Los Angeles, California	$30.7M	-$11K	2	1.05%	Reduced
392	ARTA A.R.T. Advisors New York	$30.2M	+$432K	9	1.04%	Increased
393	WPC Waters Parkerson & Co New Orleans, Louisiana	$30.1M	+$1.08M	2	3.53%	Increased
394	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$30M	-$730K	1	4.42%	Reduced
395	DIA Denver Investment Advisors Denver, Colorado	$29.9M	-$1.14M	4	0.98%	Reduced
396	ExxonMobil Investment Management Irving, Texas	$29.8M	+$254K	6	0.67%	Increased
397	LPL Financial San Diego, California	$29.7M	+$979K	14	0.15%	Increased
398	CCB Cutter & Co Brokerage Ballwin, Missouri	$29.4M	+$1.56M	10	11.96%	Increased
399	CAM Cacti Asset Management Atlanta, Georgia	$29.4M	+$3.27M	2	3.1%	Increased
400	PIM Platinum Investment Management Sydney Australia 2000, Australia	$29.2M	$0	1	0.58%	Maintained