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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
701	PAIM Punch & Associates Investment Management Edina, Minnesota	$18.5M	-$3.3M	1	1.21%	Reduced
702	MCM Manchester Capital Management Manchester, Vermont	$18.5M	+$238K	30	2.28%	Increased
703	DP DDD Partners Bellevue, Washington	$18.5M	-$143K	1	2.25%	Reduced
704	SM Soapstone Management Bethesda, Maryland	$18.4M	+$4.45M	1	14.41%	Increased
705	WLC Walnut Level Capital Denver, Colorado	$18.4M	+$813K	3	9.2%	Increased
706	Norinchukin Bank Tokyo, Japan	$18.3M	+$3.34M	8	0.34%	Increased
707	Empowered Funds Havertown, Pennsylvania	$18.3M	+$1.37M	13	0.26%	Increased
708	BST Bath Savings Trust Bath, Maine	$18.3M	-$142K	1	1.89%	Reduced
709	MAI Capital Management Independence, Ohio	$18.2M	-$97.8K	28	0.14%	Reduced
710	Lighthouse Investment Partners Palm Beach Gardens, Florida	$18.2M	-$3.11M	5	0.75%	Reduced
711	ZAM Zevin Asset Management Boston, Massachusetts	$17.9M	-$934K	1	2.84%	Reduced
712	HCM Hutchinson Capital Management San Rafael, California	$17.9M	-$290K	2	3.41%	Reduced
713	Danica Pension Livsforsikrings Copenhagen V,	$17.9M	+$10.4M	2	0.35%	Increased
714	Envestnet Portfolio Solutions Chicago, Illinois	$17.8M	-$7.42M	15	0.07%	Reduced
715	QCM Qsemble Capital Management New York	$17.8M	+$3.42M	7	1.89%	Increased
716	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$17.8M	-$15.4K	13	0.28%	Reduced
717	OL one8zero8 LLC Greensboro, North Carolina	$17.8M	+$595K	2	4.2%	Increased
718	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$17.8M	-$284K	1	1.28%	Reduced
719	FMI F/M Investments Washington, District of Columbia	$17.8M	+$22.5K	4	0.71%	Increased
720	CTA Chesley Taft & Associates Chicago, Illinois	$17.6M	-$556K	7	0.85%	Reduced
721	LM Lansing Management New York	$17.6M	$0	1	14.8%	Maintained
722	TCM Tributary Capital Management Omaha, Nebraska	$17.6M	-$537K	2	1.54%	Reduced
723	XTX Topco George Town, Cayman Islands	$17.6M	+$8.61M	24	0.9%	Increased
724	Kentucky Retirement Systems Frankfort, Kentucky	$17.6M	-$1.1M	8	0.54%	Reduced
725	SAM Securian Asset Management St Paul, Minnesota	$17.6M	-$202K	14	0.53%	Reduced