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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
1201	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$6.01M	-$293K	5	1.99%	Reduced
1202	Atlantic Union Bankshares Glen Allen, Virginia	$6.01M	-$1.05M	11	0.1%	Reduced
1203	DIM Delta Investment Management San Francisco, California	$5.99M	-$366K	3	0.99%	Reduced
1204	CX Institutional Auburn, Indiana	$5.99M	+$1.03M	17	0.17%	Increased
1205	DRD Dennis R. Delaney	$5.97M	-$69.8K	1	1.9%	Reduced
1206	FMTC Farmers & Merchants Trust Company Long Beach, California	$5.97M	+$27K	5	1.28%	Increased
1207	ACM Alta Capital Management Salt Lake City, Utah	$5.96M	-$554K	1	0.44%	Reduced
1208	HPCM Hunter Perkins Capital Management Lombard, Illinois	$5.96M	+$4.5M	4	1.34%	Increased
1209	Empirical Wealth Management Seattle, Washington	$5.95M	-$373K	10	0.09%	Reduced
1210	OAM Ostrum Asset Management Paris, France	$5.93M	-$1.65M	8	0.29%	Reduced
1211	Y.D. More Investments Ramat Gan, Israel	$5.89M	+$478K	8	0.18%	Increased
1212	CFD Creative Financial Designs Kokomo, Indiana	$5.88M	+$1.02M	28	0.28%	Increased
1213	PGA Portland Global Advisors Portland, Maine	$5.86M	+$102K	1	0.56%	Increased
1214	EI Ecofi Investissements Nanterre, France	$5.85M	-$3.33M	2	20.9%	Reduced
1215	BL Bleichroeder LP New York	$5.84M	+$5.92M	1	1.05%	Increased
1216	MFS Mirabella Financial Services London, United Kingdom	$5.84M	+$852K	14	0.56%	Increased
1217	RRA Round Rock Advisors Wilton, Connecticut	$5.82M	+$376K	5	0.75%	Increased
1218	SWK Stephen W. Kidder	$5.81M	+$28.3K	1	1.47%	Increased
1219	SAM Sycomore Asset Management Paris, France	$5.8M	$0	2	0.62%	Maintained
1220	PEAK6 Chicago, Illinois	$5.78M	+$2.21M	5	0.01%	Increased
1221	RSC Red Spruce Capital Berwyn, Pennsylvania	$5.78M	+$1.02M	3	2.01%	Increased
1222	KAM Kopion Asset Management Mckinney, Texas	$5.77M	+$1.26M	1	3.65%	Increased
1223	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$5.76M	+$812K	2	2.84%	Increased
1224	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$5.71M	+$1.11M	2	0.34%	Increased
1225	Nippon Life Global Investors Americas New York	$5.7M	+$300K	1	0.23%	Increased