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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
476	HCM Hutchinson Capital Management San Rafael, California	$19.4M	+$9.29M	2	6.14%	Increased
477	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$19.2M	+$1.83M	3	2.85%	Increased
478	Jane Street New York	$19.2M	+$7.85M	12	0.11%	Increased
479	CCM Compass Capital Management Minneapolis, Minnesota	$19.2M	+$569K	1	3.82%	Increased
480	Stephens Investment Management Group Houston, Texas	$19.1M	+$1.15M	2	0.67%	Increased
481	TCMG TSP Capital Management Group Summit, New Jersey	$19M	-$683K	3	10.44%	Reduced
482	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$19M	$0	1	8.49%	Maintained
483	BFO Boston Family Office Boston, Massachusetts	$18.7M	+$4.22M	4	2.46%	Increased
484	IRF IBM Retirement Fund Armonk, New York	$18.7M	-$16.6M	8	0.7%	Reduced
485	AHL Partners London, United Kingdom	$18.3M	+$13.9M	9	1.15%	Increased
486	RU RobecoSam USA New York	$18.3M	-$4.36M	10	23.71%	Reduced
487	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$18.2M	+$3.31M	2	1.13%	Increased
488	ArrowMark Colorado Holdings Denver, Colorado	$18.2M	+$94.6K	2	0.4%	Increased
489	F.L. Putnam Investment Management Lynnfield, Massachusetts	$18.2M	-$76.1K	1	2.18%	Reduced
490	HCM Howland Capital Management Boston, Massachusetts	$18.1M	+$1.22M	2	1.84%	Increased
491	IAM Impax Asset Management Portsmouth, New Hampshire	$18.1M	+$2.94M	3	0.97%	Increased
492	Markel Group Glen Allen, Virginia	$18.1M	+$266K	1	0.49%	Increased
493	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$18.1M	+$457K	6	4.53%	Increased
494	Bowen Hanes & Co Ponte Vedra Beach, Florida	$18M	+$2.53M	3	1%	Increased
495	Lazard Asset Management New York	$17.9M	-$27.6M	4	0.04%	Reduced
496	CTA Chesley Taft & Associates Chicago, Illinois	$17.9M	+$1.85M	6	1.89%	Increased
497	WBG Wharton Business Group Malvern, Pennsylvania	$17.8M	-$675K	1	1.97%	Reduced
498	LG LaFleur & Godfrey Grand Rapids, Michigan	$17.6M	+$319K	2	5.35%	Increased
499	EA Euclid Advisors Hartford, Connecticut	$17.5M	+$2.13M	7	0.66%	Increased
500	Intermede Investment Partners London, United Kingdom	$17.4M	+$16.6M	1	2.1%	New