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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
526	RBCM Raub Brock Capital Management Larkspur, California	$24.7M	-$186K	1	4.01%	Reduced
527	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$24.7M	+$2.32M	15	0.71%	Increased
528	Scotia Capital Toronto, Ontario, Canada	$24.6M	+$157K	8	0.23%	Increased
529	RR Robotti Robert	$24.2M	+$67.3K	2	7.06%	Increased
530	Mariner Overland Park, Kansas	$24.1M	+$220K	9	0.18%	Increased
531	AAM Autus Asset Management Scottsdale, Arizona	$24M	-$325K	3	3.1%	Reduced
532	Whittier Trust South Pasadena, California	$23.9M	-$964K	22	0.51%	Reduced
533	NPF Norris Perne & French Grand Rapids, Michigan	$23.8M	+$412K	1	2.25%	Increased
534	CIPU Caledonia Investments plc (UK) London England, United Kingdom	$23.7M	$0	1	4.78%	Maintained
535	Kestra Advisory Services Austin, Texas	$23.7M	+$14.6M	15	0.27%	Increased
536	WAM Weatherly Asset Management Del Mar, California	$23.5M	+$208K	3	3.38%	Increased
537	Aristotle Atlantic Partners Sarasota, Florida	$23.4M	-$219K	3	1.81%	Reduced
538	TNB TCF National Bank Sioux Falls, South Dakota	$23.4M	-$1.94M	4	2.48%	Reduced
539	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$23.4M	-$764K	9	2.71%	Reduced
540	CS Central Securities New York	$23.3M	$0	1	3.02%	Maintained
541	SRC Stone Run Capital New York	$23.2M	-$237K	4	9.22%	Reduced
542	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$23.1M	+$2.75M	4	0.27%	Increased
543	Polar Asset Management Partners Toronto, Ontario, Canada	$22.9M	+$7.56M	3	0.25%	Increased
544	EIP Easterly Investment Partners Beverly, Massachusetts	$22.8M	-$147M	1	3.16%	Reduced
545	ACM Anomaly Capital Management New York	$22.7M	+$20M	1	2.76%	New
546	NIMI Natixis Investment Managers International Paris, France	$22.6M	+$21.8M	10	1.58%	New
547	BST Bath Savings Trust Bath, Maine	$22.6M	+$1.91M	2	2.99%	Increased
548	VHMC Value Holdings Management Company Hampton Bays, New York	$22.6M	-$9.63M	2	8.18%	Reduced
549	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$22.5M	+$2.18M	6	3.34%	Increased
550	BL Bleichroeder LP New York	$22.3M	-$1.79M	2	4.35%	Reduced