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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
1951	ACR Alpine Capital Research St. Louis, Missouri	$0	-$62.5M	0	–	Closed
1952	AF Ally Financial Detroit, Michigan	$0	-$650K	0	–	Closed
1953	ACM American Capital Management New York	$0	-$22.3M	0	–	Closed
1954	Aspiriant LLC Los Angeles, California	$0	-$235K	0	–	Closed
1955	BI BlueSpruce Investments Chicago, Illinois	$0	-$23.3M	0	–	Closed
1956	BW Gestao de Investimentos Sao Paulo, Brazil	$0	-$1.15M	0	–	Closed
1957	CP Camelot Portfolios Maumee, Ohio	$0	-$386K	0	–	Closed
1958	Capital Advisors Inc Tulsa, Oklahoma	$0	-$88.9K	0	–	Closed
1959	Capital International Los Angeles, California	$0	-$1.12M	0	–	Closed
1960	CC Carlson Capital Dallas, Texas	$0	-$37M	0	–	Closed
1961	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$0	-$312K	0	–	Closed
1962	CPM Chesapeake Partners Management Baltimore, Maryland	$0	-$15M	0	–	Closed
1963	CCM Cobalt Capital Management Short Hills, New Jersey	$0	-$6.24M	0	–	Closed
1964	CI Cowen Inc New York	$0	-$205K	0	–	Closed
1965	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$0	$0	1	0%	Maintained
1966	CL CSS LLC Chicago, Illinois	$0	-$276K	0	–	Closed
1967	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$0	$0	0	–	Closed
1968	DDC Daniel Devine & Co Parkland, Florida	$0	-$2.16M	0	–	Closed
1969	DAM Deimos Asset Management Purchase, New York	$0	-$534K	0	–	Closed
1970	DLHL Donald L. Hagan LLC Sarasota, Florida	$0	-$28K	0	–	Closed
1971	HIP Hatteras Investment Partners Raleigh, North Carolina	$0	-$286K	0	–	Closed
1972	HCP Holt Capital Partners Fort Worth, Texas	$0	-$46K	0	–	Closed
1973	IIM Ivory Investment Management New York	$0	-$649K	0	–	Closed
1974	JPC Jackson Park Capital Alpine, Utah	$0	-$871K	0	–	Closed
1975	KCM Key Colony Management Little Rock, Arkansas	$0	-$140K	0	–	Closed