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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	Nippon Life Global Investors Americas New York	$18.7M	-$611K	3	1.77%	Reduced
502	CPP Crow Point Partners Boston, Massachusetts	$18.7M	+$19.5M	1	2.93%	New
503	ICM Intrepid Capital Management Jacksonville Beach, Florida	$18.7M	-$5.13M	1	8.79%	Reduced
504	LPL Financial San Diego, California	$18.7M	+$1.28M	13	0.18%	Increased
505	BPB Badgley, Phelps & Bell Seattle, Washington	$18.4M	-$60.6K	3	1.62%	Reduced
506	GH GAM Holding Zurich, Switzerland	$18.3M	-$2.9M	7	0.32%	Reduced
507	MBA Maple-Brown Abbott Barangaroo, Australia	$18.3M	-$188K	1	4.02%	Reduced
508	Truist Financial Charlotte, North Carolina	$18.1M	-$990K	9	0.37%	Reduced
509	Todd Asset Management Louisville, Kentucky	$18.1M	-$74.5K	1	0.55%	Reduced
510	DA Denali Advisors San Diego, California	$18.1M	-$200K	3	2.75%	Reduced
511	AAC Asset Advisors Corp Augusta, Georgia	$18M	+$319K	2	3.74%	Increased
512	Zurich Insurance Group Zurich, Switzerland	$18M	-$3.56M	2	0.6%	Reduced
513	LG Leuthold Group Minneapolis, Minnesota	$18M	-$304K	5	1.89%	Reduced
514	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$17.8M	-$918K	19	0.92%	Reduced
515	AMG National Trust Bank Greenwood Village, Colorado	$17.7M	-$70.9K	4	1.51%	Reduced
516	CG Clinton Group New York	$17.7M	-$2.71M	7	0.83%	Reduced
517	WDA Wendell David Associates Portsmouth, New Hampshire	$17.7M	-$106K	1	3.49%	Reduced
518	LG LaFleur & Godfrey Grand Rapids, Michigan	$17.7M	-$701K	2	5.1%	Reduced
519	Meag Munich Ergo Munich, Germany	$17.6M	-$3.93M	4	0.87%	Reduced
520	JGUA John G. Ullman & Associates Corning, New York	$17.5M	-$532K	4	3.6%	Reduced
521	ORI Oak Ridge Investments Chicago, Illinois	$17.4M	-$156K	1	0.45%	Reduced
522	Wilmington Savings Fund Society Wilmington, Delaware	$17.4M	+$2.78M	5	1.09%	Increased
523	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$17.3M	-$840K	5	5.84%	Reduced
524	RR Robotti Robert	$17.3M	-$65.3K	2	5.93%	Reduced
525	Pinnacle Associates New York	$17.2M	-$325K	6	0.35%	Reduced