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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	RR Robotti Robert	$15.7M	-$1.25M	2	6.76%	Reduced
602	Farmers & Merchants Investments Inc Lincoln, Nebraska	$15.7M	+$94.3K	11	1.03%	Increased
603	SCCM Schafer Cullen Capital Management New York	$15.6M	-$93.7K	1	0.24%	Reduced
604	CAPTRUST Financial Advisors Raleigh, North Carolina	$15.6M	+$372K	27	0.26%	Increased
605	New Mexico Educational Retirement Board Santa Fe, New Mexico	$15.5M	+$767K	9	0.74%	Increased
606	PR Payden & Rygel Los Angeles, California	$15.5M	+$12.9M	3	0.99%	Increased
607	ExodusPoint Capital Management New York	$15.5M	-$3.98M	16	0.4%	Reduced
608	Jensen Investment Management Lake Oswego, Oregon	$15.4M	-$25.8M	1	0.15%	Reduced
609	Daiwa Securities Group Tokyo, Japan	$15.4M	+$1.07M	12	0.33%	Increased
610	VanEck Associates New York	$15.3M	-$1.94M	12	0.05%	Reduced
611	AP Appleton Partners Boston, Massachusetts	$15.2M	+$315K	4	1.82%	Increased
612	Park National Corp Newark, Ohio	$15.2M	+$2.03M	4	0.85%	Increased
613	HRT Financial New York	$15.2M	+$8.9M	11	0.46%	Increased
614	AL AJO LP Philadelphia, Pennsylvania	$15.1M	+$11.6M	5	0.14%	Increased
615	CC Carlson Capital Dallas, Texas	$15M	-$36.4M	1	0.41%	Reduced
616	Pacer Advisors Malvern, Pennsylvania	$15M	+$10.2M	7	0.3%	Increased
617	SC Serenity Capital Palo Alto, California	$14.9M	$0	1	3.47%	Maintained
618	WorldQuant Millennium Advisors New York	$14.9M	-$12.9M	4	0.34%	Reduced
619	Bridgewater Associates Westport, Connecticut	$14.8M	+$10.5M	7	0.25%	Increased
620	LIM Lathrop Investment Management Little Rock, Arkansas	$14.8M	-$711K	1	4.42%	Reduced
621	NPPM North Point Portfolio Managers Orange Village, Ohio	$14.8M	+$1.86M	3	2.66%	Increased
622	Energy Income Partners Westport, Connecticut	$14.7M	+$5.13M	1	0.41%	Increased
623	ArrowMark Colorado Holdings Denver, Colorado	$14.7M	-$4.94M	2	0.15%	Reduced
624	CIBC World Market Toronto, Ontario, Canada	$14.7M	-$2.05M	7	0.07%	Reduced
625	RI Redwood Investments Boston, Massachusetts	$14.6M	+$388K	1	1.29%	Increased