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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
426	TCMG TSP Capital Management Group Summit, New Jersey	$34.6M	-$1.2M	4	13.32%	Reduced
427	SAM Shell Asset Management The Hague, Netherlands	$34.6M	+$2.5M	19	1.43%	Increased
428	Oribel Capital Management New York	$34.5M	-$15.2M	1	3.05%	Reduced
429	WTA Washington Trust Advisors Wellesley, Massachusetts	$34.5M	+$156K	10	3.54%	Increased
430	NPIC Neumeier Poma Investment Counsel Carmel, California	$34.4M	-$1.06M	1	3.36%	Reduced
431	UMB Bank Kansas City, Missouri	$34.2M	+$3.27M	19	0.55%	Increased
432	Guggenheim Capital Chicago, Illinois	$33.8M	-$12.6M	12	0.29%	Reduced
433	PL Polianta Ltd St Helier, Jersey	$33.7M	-$1.06M	3	16.64%	Reduced
434	Madison Asset Management Madison, Wisconsin	$33.7M	-$65.2M	3	0.5%	Reduced
435	Clifford Swan Investment Counsel Pasadena, California	$33.4M	-$219K	3	1.4%	Reduced
436	Fenimore Asset Management Cobleskill, New York	$33.1M	+$10.6M	2	0.86%	Increased
437	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$32.8M	-$529K	2	1.73%	Reduced
438	Peregrine Capital Management Minneapolis, Minnesota	$32.7M	-$2.82M	4	0.98%	Reduced
439	Soros Fund Management New York	$32.7M	+$28.5M	2	0.46%	Increased
440	Calamos Advisors Naperville, Illinois	$32.6M	-$58.6K	3	0.17%	Reduced
441	Oregon Public Employees Retirement Fund Tigard, Oregon	$32.5M	-$1.01M	20	0.45%	Reduced
442	TC TwinBeech Capital Purchase, New York	$32.5M	-$31.3M	5	0.63%	Reduced
443	MassMutual Private Wealth & Trust Windsor, Connecticut	$32.5M	+$627K	24	1.2%	Increased
444	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$32.4M	-$263K	20	0.74%	Reduced
445	Glenview Capital Management New York	$32.3M	-$45.6M	1	0.73%	Reduced
446	Crossmark Global Holdings Houston, Texas	$31.5M	+$2.73M	20	0.72%	Increased
447	Cresset Asset Management Chicago, Illinois	$31.3M	+$781K	13	0.12%	Increased
448	IECM Intrinsic Edge Capital Management Chicago, Illinois	$31.3M	+$29.2M	3	3.53%	Increased
449	VHMC Value Holdings Management Company Hampton Bays, New York	$31.3M	$0	1	6.9%	Maintained
450	ZCM Ziegler Capital Management Chicago, Illinois	$31.2M	-$464K	4	1.25%	Reduced