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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	CCM Compass Capital Management Minneapolis, Minnesota	$20.9M	+$243K	1	3.91%	Increased
502	BCM BTR Capital Management Oakland, California	$20.9M	$0	5	4.7%	Maintained
503	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$20.9M	+$609K	5	6.01%	Increased
504	HCM Howland Capital Management Boston, Massachusetts	$20.9M	+$1.36M	2	1.95%	Increased
505	GHCM Glen Harbor Capital Management San Diego, California	$20.8M	+$20.2M	11	0.56%	New
506	Alyeska Investment Group Chicago, Illinois	$20.7M	-$30.3M	2	0.17%	Reduced
507	MTC McDaniel Terry & Co Austin, Texas	$20.6M	-$60.4K	1	4.27%	Reduced
508	VDBMI Van Den Berg Management I Austin, Texas	$20.5M	-$547K	1	2.43%	Reduced
509	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$20.4M	+$1.59M	21	0.99%	Increased
510	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$20.3M	-$583K	3	2.89%	Reduced
511	Virtu KCG Holdings New York	$20.2M	+$8.52M	22	0.5%	Increased
512	BlueCrest Capital Management St Helier, Jersey	$20.2M	-$6.63M	8	1.11%	Reduced
513	Candriam SCA Strassen, Luxembourg, Luxembourg	$20.1M	+$3.65M	6	0.46%	Increased
514	SAM Strategy Asset Managers Pasadena, California	$20M	+$2.35M	3	4.37%	Increased
515	AIA AGF Investments America Toronto, Ontario, Canada	$19.6M	+$791K	3	8.36%	Increased
516	HCM Hodges Capital Management Dallas, Texas	$19.4M	+$14.7M	2	0.89%	Increased
517	RT Rockland Trust Hanover, Massachusetts	$19.2M	+$3.25M	3	3.08%	Increased
518	Mizuho Securities USA New York	$19.1M	-$5.96M	2	0.8%	Reduced
519	PFC Phocas Financial Corp Alameda, California	$19.1M	-$45.9K	2	1.26%	Reduced
520	BFO Boston Family Office Boston, Massachusetts	$19M	-$25.1K	4	2.47%	Reduced
521	IFB iAB Financial Bank Fort Wayne, Indiana	$18.9M	-$118K	1	10.66%	Reduced
522	ECP Electron Capital Partners New York	$18.9M	-$13.4M	3	6.34%	Reduced
523	LPL Financial San Diego, California	$18.8M	-$272K	14	0.14%	Reduced
524	CAM Cortina Asset Management Milwaukee, Wisconsin	$18.8M	+$4.09M	2	0.78%	Increased
525	RR Robotti Robert	$18.8M	+$22.3K	2	5.72%	Increased