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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
551	BPB Badgley, Phelps & Bell Seattle, Washington	$19.6M	-$37.4K	2	0.97%	Reduced
552	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$19.5M	-$85.1K	4	4.27%	Reduced
553	WCMNY Westchester Capital Management (New York) Valhalla, New York	$19.3M	-$2.76M	1	0.81%	Reduced
554	Fenimore Asset Management Cobleskill, New York	$19.2M	-$26.7K	2	0.62%	Reduced
555	RR Robotti Robert	$19.1M	+$725K	2	7.38%	Increased
556	SAM Securian Asset Management St Paul, Minnesota	$19.1M	-$250K	9	0.46%	Reduced
557	BST Bath Savings Trust Bath, Maine	$19M	+$124K	1	3.12%	Increased
558	AAIM Asset Advisors Investment Management Augusta, Georgia	$19M	+$227K	1	2.87%	Increased
559	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$19M	+$3.97M	15	0.88%	Increased
560	HCM Horan Capital Management Hunt Valley, Maryland	$18.8M	+$793K	1	2.77%	Increased
561	NIM Northeast Investment Management Boston, Massachusetts	$18.8M	-$1.4K	1	1.25%	Reduced
562	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$18.7M	+$70.9K	3	0.24%	Increased
563	TA Teton Advisors Rye, New York	$18.7M	-$1.11M	13	3.21%	Reduced
564	RIM Redpoint Investment Management Sydney, NSW, Australia	$18.7M	+$202K	10	2.01%	Increased
565	Fuller & Thaler Asset Management San Mateo, California	$18.5M	+$1.46M	5	0.23%	Increased
566	DIA Davidson Investment Advisors Great Falls, Montana	$18.4M	+$1.77M	2	1.95%	Increased
567	Greenleaf Trust Kalamazoo, Michigan	$18.3M	+$294K	7	0.28%	Increased
568	North Star Asset Management Neenah, Wisconsin	$18.2M	+$5.41M	3	1.34%	Increased
569	LG LaFleur & Godfrey Grand Rapids, Michigan	$17.9M	+$568K	2	4.04%	Increased
570	CAPTRUST Financial Advisors Raleigh, North Carolina	$17.8M	+$926K	28	0.3%	Increased
571	CGA Crescent Grove Advisors Lake Forest, Illinois	$17.8M	$0	1	3.54%	Maintained
572	ANI American National Insurance Galveston, Texas	$17.8M	$0	5	0.85%	Maintained
573	DAM Delta Asset Management Memphis, Tennessee	$17.7M	-$41.8K	6	2.12%	Reduced
574	Steward Partners Investment Advisory New York	$17.7M	+$5.28M	24	0.45%	Increased
575	PP Paloma Partners Greenwich, Connecticut	$17.7M	-$8.76M	18	0.45%	Reduced