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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
376	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$33.2M	+$1.44M	2	4.72%	Increased
377	Avalon Investment & Advisory Houston, Texas	$32.9M	-$415K	1	1.42%	Reduced
378	Numeric Investors Boston, Massachusetts	$32.9M	+$6.23M	11	0.38%	Increased
379	Washington Trust Westerly, Rhode Island	$32.8M	+$6.41M	3	2.16%	Increased
380	Fort Washington Investment Advisors Cincinnati, Ohio	$32.5M	-$657K	7	0.61%	Reduced
381	Bowen Hanes & Co Ponte Vedra Beach, Florida	$32.5M	-$4.9M	2	1.61%	Reduced
382	PPCP Pivot Point Capital Partners San Francisco, California	$32.4M	+$3.09M	1	14.3%	Increased
383	Bridgeway Capital Management Houston, Texas	$32M	-$469K	8	0.63%	Reduced
384	SEI Investments Oaks, Pennsylvania	$32M	-$2.06M	16	0.29%	Reduced
385	TA Teton Advisors Rye, New York	$31.7M	-$645K	14	2.17%	Reduced
386	Polar Capital London, United Kingdom	$31.5M	-$7.83M	1	0.61%	Reduced
387	United Capital Financial Advisors Irving, Texas	$31.5M	+$2.69M	13	0.36%	Increased
388	LPL Financial San Diego, California	$31.3M	+$1.37M	14	0.16%	Increased
389	Fjarde Ap-fonden Stockholm, Sweden	$31.3M	-$2.54M	8	0.75%	Reduced
390	RHJA Rice Hall James & Associates San Diego, California	$31.2M	+$195K	5	1.8%	Increased
391	BAM Barrett Asset Management New York	$31M	-$822K	4	2.55%	Reduced
392	Analytic Investors Los Angeles, California	$31M	-$14.9M	3	0.44%	Reduced
393	CRCP Copper Rock Capital Partners Boston, Massachusetts	$30.8M	+$3.79M	1	2.28%	Increased
394	WPC Waters Parkerson & Co New Orleans, Louisiana	$30.8M	+$22.3K	2	3.61%	Increased
395	Carson Wealth (CWM LLC) Omaha, Nebraska	$30.4M	-$2.17M	2	2.92%	Reduced
396	RG Renaissance Group Covington, Kentucky	$30.3M	+$30.3M	1	1.16%	New
397	Conning Inc Hartford, Connecticut	$30.3M	+$25.2M	5	1.24%	Increased
398	SW SVB Wealth Boston, Massachusetts	$30.1M	-$835K	4	1%	Reduced
399	Wasatch Advisors Salt Lake City, Utah	$30.1M	-$7.12M	1	0.33%	Reduced
400	River Road Asset Management Louisville, Kentucky	$30.1M	+$115K	1	0.44%	Increased