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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
351	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$41.3M	-$2.7M	6	1.77%	Reduced
352	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$41M	+$43.6M	16	0.7%	New
353	Nicholas Company Milwaukee, Wisconsin	$40.9M	-$294K	4	0.94%	Reduced
354	Colony Group Boston, Massachusetts	$40.7M	+$18K	7	0.72%	Increased
355	Swiss Life Asset Management Zurich,	$40.5M	-$3.78M	11	0.7%	Reduced
356	Walleye Capital New York	$40.4M	+$10.3M	9	0.77%	Increased
357	National Bank of Canada Montreal, Quebec, Canada	$40.2M	-$3.6M	22	0.22%	Reduced
358	Crestwood Advisors Group Boston, Massachusetts	$39.7M	+$989K	3	1.41%	Increased
359	Markel Group Glen Allen, Virginia	$39.6M	$0	1	0.58%	Maintained
360	HCM Howland Capital Management Boston, Massachusetts	$39.2M	-$285K	4	2.52%	Reduced
361	BFO Boston Family Office Boston, Massachusetts	$38.8M	+$1.7M	6	3.45%	Increased
362	Factory Mutual Insurance Waltham, Massachusetts	$38.8M	-$308K	2	0.64%	Reduced
363	WIM Weitz Investment Management Omaha, Nebraska	$38.6M	+$2.03M	1	2.27%	Increased
364	NPIC Neumeier Poma Investment Counsel Carmel, California	$38.4M	-$18.3M	2	3.8%	Reduced
365	Fisher Asset Management Camas, Washington	$38.3M	+$12.5M	7	0.03%	Increased
366	State of Alaska Department of Revenue Juneau, Alaska	$37.9M	-$2.2M	17	0.51%	Reduced
367	MC MIG Capital Newport Beach, California	$37.9M	-$914K	1	6.96%	Reduced
368	Advisors Asset Management Monument, Colorado	$37.9M	-$2.85M	16	0.75%	Reduced
369	Country Trust Bank Bloomington, Illinois	$37.7M	+$513K	5	1.18%	Increased
370	Cambridge Investment Research Advisors Fairfield, Iowa	$37.5M	+$107K	18	0.21%	Increased
371	PCP P2 Capital Partners New York	$37.5M	$0	1	4.63%	Maintained
372	AC Avenir Corporation Alexandria, Virginia	$37.4M	-$117K	1	3.97%	Reduced
373	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$37.4M	-$28.2K	2	5.08%	Reduced
374	Douglas Lane & Associates New York	$37.4M	-$968K	3	0.69%	Reduced
375	Ancora Advisors Cleveland, Ohio	$37.4M	+$40.6M	10	1.16%	Increased