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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
576	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$18M	-$2.13M	14	0.9%	Reduced
577	SAM Sandbar Asset Management London, United Kingdom	$17.9M	+$11.2M	3	8.7%	Increased
578	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$17.9M	-$279K	2	2.62%	Reduced
579	Two Sigma Investments New York	$17.8M	-$69.2M	13	0.06%	Reduced
580	RCP Rothschild Capital Partners New York	$17.7M	$0	2	8.66%	Maintained
581	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$17.7M	-$388K	4	4.49%	Reduced
582	MC Middleton & Co Boston, Massachusetts	$17.6M	-$1.06M	2	2.74%	Reduced
583	Carnegie Investment Counsel Pepper Pike, Ohio	$17.6M	-$3.35M	5	1.14%	Reduced
584	New Mexico Educational Retirement Board Santa Fe, New Mexico	$17.6M	-$3.38M	8	0.76%	Reduced
585	Artemis Investment Management Edinburgh, United Kingdom	$17.5M	-$518K	1	0.21%	Reduced
586	NRS Neville Rodie & Shaw New York	$17.5M	-$4.24M	5	1.85%	Reduced
587	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$17.4M	-$4.1M	6	0.16%	Reduced
588	NPF Norris Perne & French Grand Rapids, Michigan	$17.3M	-$314K	1	2.19%	Reduced
589	LIM Lathrop Investment Management Little Rock, Arkansas	$17.3M	-$355K	1	4.92%	Reduced
590	HCMNY Howard Capital Management (New York) New York	$17.3M	-$440K	2	2.36%	Reduced
591	RFA Reilly Financial Advisors La Mesa, California	$17.3M	+$3.1M	11	2.17%	Increased
592	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$17.2M	+$6.72M	1	4.59%	Increased
593	CGM Centenus Global Management New York	$17.2M	+$12.7M	3	2.26%	Increased
594	Picton Mahoney Asset Management Toronto, Ontario, Canada	$17.2M	+$271K	1	1.18%	Increased
595	First National Bank of Omaha Omaha, Nebraska	$17.2M	-$1.54M	5	1.12%	Reduced
596	CCB Cutter & Co Brokerage Ballwin, Missouri	$17.1M	-$547K	6	5.4%	Reduced
597	Achmea Investment Management Zeist, Netherlands	$17.1M	+$4.09M	5	0.65%	Increased
598	WC Woodstock Corp Boston, Massachusetts	$17.1M	-$577K	2	2.98%	Reduced
599	QIM Quest Investment Management Lake Oswego, Oregon	$17M	-$585K	1	2.11%	Reduced
600	Westwood Holdings Group Dallas, Texas	$16.9M	+$2.66M	3	0.18%	Increased