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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	True North Advisors Dallas, Texas	$12.6M	+$1.77K	2	4.32%	Increased
602	Farmers & Merchants Investments Inc Lincoln, Nebraska	$12.6M	-$128K	10	0.96%	Reduced
603	Kanawha Capital Management Richmond, Virginia	$12.5M	+$711K	3	1.83%	Increased
604	SIM Sentry Investment Management Stevens Point, Wisconsin	$12.4M	+$5.88M	7	0.92%	Increased
605	Robotti Robert	$12.4M	+$801K	2	7.28%	Increased
606	ArrowMark Colorado Holdings Denver, Colorado	$12.4M	+$7.03M	2	0.16%	Increased
607	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$12.3M	-$1.67M	14	0.9%	Reduced
608	Horan Capital Management Hunt Valley, Maryland	$12.3M	+$1.08M	1	2.31%	Increased
609	IHL Investment House LLC Redondo Beach, California	$12.3M	-$112K	1	1.4%	Reduced
610	CPI Crestview Partners II New York	$12.3M	$0	1	33.61%	Maintained
611	SC Serenity Capital Palo Alto, California	$12.2M	$0	1	2.61%	Maintained
612	BL Bleichroeder LP New York	$12.2M	+$8.81M	2	3.19%	Increased
613	Davidson Investment Advisors Great Falls, Montana	$12.2M	+$813K	2	1.58%	Increased
614	HP Holowesko Partners Nassau, Bahamas	$12.2M	-$7.6M	1	1.34%	Reduced
615	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$12.2M	-$1.92M	5	0.22%	Reduced
616	New Mexico Educational Retirement Board Santa Fe, New Mexico	$12.2M	-$1.41M	9	0.74%	Reduced
617	CCB Cutter & Co Brokerage Ballwin, Missouri	$12.1M	-$2.25M	4	4.57%	Reduced
618	Neville Rodie & Shaw New York	$12.1M	-$990K	5	1.48%	Reduced
619	Meag Munich Ergo Munich, Germany	$12.1M	-$4.03M	2	2.87%	Reduced
620	BCM Brightlight Capital Management Westport, Connecticut	$12.1M	+$3.07M	2	9.29%	Increased
621	Paradigm Capital Management Inc Albany, New York	$12M	-$1.42M	3	1.45%	Reduced
622	Trust Company of Vermont Brattleboro, Vermont	$12M	+$723K	14	1.12%	Increased
623	Summit Partners Public Asset Management Boston, Massachusetts	$12M	+$3.87M	1	0.98%	Increased
624	Meiji Yasuda Asset Management Tokyo, Japan	$11.8M	-$3.49M	3	2.24%	Reduced
625	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$11.7M	+$3.17M	8	0.18%	Increased