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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
601	SJIC St. James Investment Company Southlake, Texas	$16.8M	+$2.59M	1	1.62%	Increased
602	LCP LGT Capital Partners Pfaeffikon, Switzerland	$16.8M	-$219K	3	1.24%	Reduced
603	TCM Thames Capital Management Roseland, New Jersey	$16.8M	$0	1	4.75%	Maintained
604	DP DDD Partners Bellevue, Washington	$16.8M	+$591K	2	5.36%	Increased
605	PWPCM Perella Weinberg Partners Capital Management New York	$16.8M	-$2.38M	3	0.73%	Reduced
606	SHA Shelter Harbor Advisors Weatogue, Connecticut	$16.7M	-$2.2M	1	8.38%	Reduced
607	Klingenstein Fields & Co New York	$16.7M	+$10.6M	1	0.86%	Increased
608	ACM Arosa Capital Management Miami Beach, Florida	$16.6M	+$427	2	2.63%	Increased
609	Jefferies Group New York	$16.6M	+$969K	7	0.12%	Increased
610	OCM Oakview Capital Management Dallas, Texas	$16.5M	-$3.83M	1	5.45%	Reduced
611	CQS Credential Qtrade Securities Vancouver,	$16.5M	+$1.79M	3	2.72%	Increased
612	Farmers & Merchants Investments Inc Lincoln, Nebraska	$16.5M	-$6.73M	8	1.06%	Reduced
613	IHL Investment House LLC Redondo Beach, California	$16.5M	-$620K	2	1.73%	Reduced
614	Destination Wealth Management Walnut Creek, California	$16.5M	+$361K	2	0.91%	Increased
615	SBL Sargent Bickham Lagudis Boulder, Colorado	$16.4M	-$473K	9	1.95%	Reduced
616	ACM Arlington Capital Management Arlington Heights, Illinois	$16.3M	-$441K	1	9.06%	Reduced
617	NC NBW Capital Boston, Massachusetts	$16.2M	-$564K	2	4.46%	Reduced
618	ESCM Echo Street Capital Management New York	$16.2M	+$2.77M	1	0.29%	Increased
619	BCAM Boston Common Asset Management Boston, Massachusetts	$16.1M	-$259K	3	2.01%	Reduced
620	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$16M	-$1.51M	2	1.73%	Reduced
621	ORI Oak Ridge Investments Chicago, Illinois	$15.9M	-$1.09M	1	1.1%	Reduced
622	AP Appleton Partners Boston, Massachusetts	$15.9M	-$946K	4	1.97%	Reduced
623	SRAM Stone Ridge Asset Management New York	$15.9M	+$5.62M	17	0.94%	Increased
624	PR Payden & Rygel Los Angeles, California	$15.7M	+$7.88M	3	1.08%	Increased
625	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$15.7M	+$91.6K	4	6.07%	Increased