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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
1101	Empirical Finance Havertown, Pennsylvania	$7.51M	+$247K	7	0.31%	Increased
1102	PA Paralel Advisors Denver, Colorado	$7.5M	+$2.87M	3	0.29%	Increased
1103	WSL Western Standard LLC Los Angeles, California	$7.44M	+$7.9M	1	2.52%	New
1104	HP Holowesko Partners Nassau, Bahamas	$7.41M	-$284	1	1.88%	Reduced
1105	KFS Kurt F. Somerville	$7.41M	-$435K	2	1.77%	Reduced
1106	GCM Gibraltar Capital Management Tulsa, Oklahoma	$7.41M	+$300K	1	1.14%	Increased
1107	GCM Genus Capital Management Vancouver, British Columbia, Canada	$7.33M	-$2.25M	3	0.72%	Reduced
1108	Moore Capital Management New York	$7.3M	+$6.9M	1	0.11%	New
1109	OBGC O'Brien Greene & Co Media, Pennsylvania	$7.3M	+$4.17K	3	2.01%	Increased
1110	KF KKM Financial Chicago, Illinois	$7.28M	-$1.44M	2	1%	Reduced
1111	Jasper Ridge Partners Menlo Park, California	$7.21M	$0	2	0.15%	Maintained
1112	ITC Inspire Trust Company Reno, Nevada	$7.21M	+$701K	1	0.99%	Increased
1113	First Merchants Corp Muncie, Indiana	$7.21M	-$327K	3	0.25%	Reduced
1114	HighPoint Advisor Group Downers Grove, Illinois	$7.19M	+$71.6K	2	0.25%	Increased
1115	QIM Quest Investment Management Lake Oswego, Oregon	$7.15M	+$1.18M	2	0.84%	Increased
1116	Capital International Sarl Los Angeles, California	$7.12M	-$13M	2	0.1%	Reduced
1117	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$7.08M	-$561K	3	0.71%	Reduced
1118	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$7.08M	+$905K	2	0.33%	Increased
1119	LCM Landscape Capital Management Englewood, New Jersey	$7.07M	-$4.54M	6	0.46%	Reduced
1120	MFG Mainsail Financial Group Bellevue, Washington	$7.05M	+$1.14M	1	2.4%	Increased
1121	APWM Argonautica Private Wealth Management Wellesley, Massachusetts	$7.05M	+$3.06M	3	1.72%	Increased
1122	TC TwinBeech Capital Purchase, New York	$7.04M	-$24.2M	4	1.27%	Reduced
1123	TCM Thomist Capital Management Houston, Texas	$7.02M	+$2.27M	1	2.23%	Increased
1124	Principal Securities Des Moines, Iowa	$7.02M	+$709K	10	0.08%	Increased
1125	EP EPIQ Partners Minneapolis, Minnesota	$7.01M	+$15.8K	2	2.97%	Increased