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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	CT Cambridge Trust Cambridge, Massachusetts	$43.2M	-$7.31M	7	2.06%	Reduced
377	National Bank of Canada Montreal, Quebec, Canada	$43M	-$54.5M	20	0.11%	Reduced
378	Private Advisor Group Morristown, New Jersey	$42.9M	+$3.19M	19	0.41%	Increased
379	Tudor Investment Corp Stamford, Connecticut	$41.6M	+$13.2M	14	0.64%	Increased
380	Ingalls & Snyder LLC New York	$41.1M	-$755K	7	2.11%	Reduced
381	SIC Schwartz Investment Counsel Plymouth, Michigan	$41.1M	$0	1	1.8%	Maintained
382	IFM Investors Melbourne, Australia	$40.9M	+$1.42M	8	0.62%	Increased
383	WIM Weitz Investment Management Omaha, Nebraska	$40.7M	$0	1	2.34%	Maintained
384	USS Investment Management London, United Kingdom	$40.5M	+$238K	5	0.55%	Increased
385	SCM Sirios Capital Management Boston, Massachusetts	$40.4M	+$210K	2	7.13%	Increased
386	Douglas Lane & Associates New York	$40.3M	-$421K	3	0.67%	Reduced
387	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$40.2M	+$21.5M	2	1.81%	Increased
388	Brinker Capital Investments Berwyn, Pennsylvania	$40.1M	-$18.3K	13	0.5%	Reduced
389	Orion Portfolio Solutions Omaha, Nebraska	$40.1M	+$37.1M	13	0.5%	Increased
390	Todd Asset Management Louisville, Kentucky	$40.1M	+$34K	1	0.97%	Increased
391	Bahl & Gaynor Cincinnati, Ohio	$39.9M	-$634K	4	0.21%	Reduced
392	Evercore Wealth Management New York	$39.8M	-$3.01M	5	0.79%	Reduced
393	Fuller & Thaler Asset Management San Mateo, California	$39.7M	+$17.2M	3	0.23%	Increased
394	Bessemer Group Woodbridge, New Jersey	$39.7M	+$2.95M	21	0.09%	Increased
395	SJIC St. James Investment Company Southlake, Texas	$39.5M	-$411K	1	5.85%	Reduced
396	AC Avenir Corporation Alexandria, Virginia	$39.5M	-$249K	1	3.73%	Reduced
397	UMB Bank Kansas City, Missouri	$39.4M	+$44.4K	20	0.63%	Increased
398	SCI S&CO Inc Boston, Massachusetts	$39.3M	-$198K	1	3.34%	Reduced
399	TC TwinBeech Capital Purchase, New York	$38.9M	-$28.8M	5	0.79%	Reduced
400	VI Versor Investments New York	$38.5M	+$33.1M	8	5.05%	Increased