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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	$27.4M	-$728K	1	3.98%	Reduced
502	Vontobel Asset Management New York	$27.4M	-$1.2M	1	0.2%	Reduced
503	SAM Securian Asset Management St Paul, Minnesota	$27.1M	-$411K	8	0.67%	Reduced
504	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$27.1M	+$1.77M	5	3.02%	Increased
505	CTA Chesley Taft & Associates Chicago, Illinois	$27.1M	-$61.4K	6	2.33%	Reduced
506	GHCM Glen Harbor Capital Management San Diego, California	$26.9M	+$6.46M	11	0.58%	Increased
507	SAM Skyline Asset Management Chicago, Illinois	$26.8M	-$96.8K	1	2.12%	Reduced
508	Bridges Investment Management Omaha, Nebraska	$26.8M	+$11.5K	4	1.2%	Increased
509	Jane Street New York	$26.7M	-$4.29M	12	0.06%	Reduced
510	South Dakota Investment Council Sioux Falls, South Dakota	$26.7M	+$4.95M	4	0.58%	Increased
511	RBA Richard Bernstein Advisors New York	$26.5M	+$8.57M	5	0.85%	Increased
512	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$26.5M	+$1.97M	17	1.39%	Increased
513	BPB Badgley, Phelps & Bell Seattle, Washington	$26.4M	+$302K	3	1.71%	Increased
514	Highbridge Capital Management New York	$26.4M	+$861K	2	0.53%	Increased
515	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$26.4M	$0	2	0.96%	Maintained
516	IECM Intrinsic Edge Capital Management Chicago, Illinois	$26.2M	+$17.3M	3	3.08%	Increased
517	Artemis Investment Management Edinburgh, United Kingdom	$26.1M	+$26M	2	0.36%	New
518	BCM BTR Capital Management Oakland, California	$25.9M	-$1.57M	6	4.99%	Reduced
519	Carnegie Investment Counsel Pepper Pike, Ohio	$25.9M	+$3.15M	4	1.97%	Increased
520	KIA KCM Investment Advisors Greenbrae, California	$25.7M	-$982K	6	1.58%	Reduced
521	Fidelity National Financial Jacksonville, Florida	$25.7M	$0	1	3.84%	Maintained
522	New Mexico Educational Retirement Board Santa Fe, New Mexico	$25.5M	-$1.38M	8	1%	Reduced
523	FQ First Quadrant Glendale, California	$25.5M	-$8.62M	6	0.48%	Reduced
524	AAM ACK Asset Management Greenwich, Connecticut	$25.5M	-$10.7M	1	6.82%	Reduced
525	Advisor Group Phoenix, Arizona	$25.4M	-$814K	38	0.35%	Reduced