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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
501	IAM Impala Asset Management Palm Beach, Florida	$18.3M	+$14.3M	1	0.66%	Increased
502	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$18.3M	-$1.27M	3	8.86%	Reduced
503	Commerce Bank Kansas City, Missouri	$18.3M	+$1.3M	9	0.31%	Increased
504	Two Sigma Advisers New York	$18.2M	-$18.8M	17	0.17%	Reduced
505	AMG National Trust Bank Greenwood Village, Colorado	$18.2M	+$2.55M	4	1.96%	Increased
506	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$18.2M	+$1.16M	7	0.54%	Increased
507	MTC McDaniel Terry & Co Austin, Texas	$18.1M	+$53.3K	1	4.59%	Increased
508	ICM Intrepid Capital Management Jacksonville Beach, Florida	$17.9M	+$375K	2	3.8%	Increased
509	LCM Logan Capital Management Newtown Square, Pennsylvania	$17.9M	-$72.5K	3	1.29%	Reduced
510	NOCM Night Owl Capital Management Greenwich, Connecticut	$17.8M	+$181K	1	7.88%	Increased
511	Factory Mutual Insurance Waltham, Massachusetts	$17.8M	$0	1	0.26%	Maintained
512	GP GLG Partners London, United Kingdom	$17.8M	+$16.3M	3	0.35%	Increased
513	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$17.7M	+$78.4K	3	2.52%	Increased
514	MC Martin Currie Edinburgh, United Kingdom	$17.6M	-$1.59M	1	1.62%	Reduced
515	Truist Financial Charlotte, North Carolina	$17.6M	-$2.05M	7	0.55%	Reduced
516	BFA Beaumont Financial Advisors Needham, Massachusetts	$17.5M	-$14.4M	1	1.44%	Reduced
517	CC Chubb Corp Warren, New Jersey	$17.5M	$0	1	0.96%	Maintained
518	New Mexico Educational Retirement Board Santa Fe, New Mexico	$17.3M	+$12M	6	0.73%	Increased
519	GACM Green Arrow Capital Management New York	$17.2M	+$7.02M	2	1.46%	Increased
520	ALA Atherton Lane Advisers Menlo Park, California	$17.1M	+$2.14M	2	1.06%	Increased
521	SIA SeaBridge Investment Advisors Summit, New Jersey	$17M	+$619K	5	3.8%	Increased
522	MUFG Americas New York	$16.9M	-$1.84M	14	0.57%	Reduced
523	CCM Compass Capital Management Minneapolis, Minnesota	$16.8M	+$37.7K	1	3.36%	Increased
524	Trillium Asset Management Boston, Massachusetts	$16.8M	+$475K	1	1.58%	Increased
525	CC Carlson Capital Dallas, Texas	$16.7M	-$5.53M	1	0.19%	Reduced