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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
401	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$35.7M	-$3.72K	4	2.62%	Reduced
402	Calamos Advisors Naperville, Illinois	$35.4M	-$20M	5	0.17%	Reduced
403	AC Avenir Corporation Alexandria, Virginia	$35.3M	+$48.6K	1	3.54%	Increased
404	Bessemer Group Woodbridge, New Jersey	$35.2M	-$113M	21	0.09%	Reduced
405	WPC Waters Parkerson & Co New Orleans, Louisiana	$35.1M	-$204K	2	2.11%	Reduced
406	SCI S&CO Inc Boston, Massachusetts	$34.8M	-$601K	1	3.05%	Reduced
407	CIBC World Markets New York	$34.5M	+$27.4M	7	0.23%	Increased
408	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$34.4M	-$6.46M	12	0.59%	Reduced
409	Riverbridge Partners Minneapolis, Minnesota	$33.9M	-$1.01M	1	0.51%	Reduced
410	AAM Aureus Asset Management Boston, Massachusetts	$33.3M	-$316K	2	2.88%	Reduced
411	JWCA J.W. Coons Advisors Columbus, Ohio	$33.3M	+$37.1M	1	9.94%	New
412	PL Polianta Ltd St Helier, Jersey	$32.9M	$0	3	24.52%	Maintained
413	Kestra Advisory Services Austin, Texas	$32.8M	-$7.4M	17	0.29%	Reduced
414	AAM ACK Asset Management Greenwich, Connecticut	$32.8M	+$20.2M	2	6.02%	Increased
415	HP Hikari Power Tokyo, Japan	$32.7M	$0	2	3.21%	Maintained
416	Advisors Asset Management Monument, Colorado	$32.5M	-$6.96M	18	0.66%	Reduced
417	TCMG TSP Capital Management Group Summit, New Jersey	$32.4M	+$33.4M	4	12.14%	New
418	AAM AMI Asset Management Los Angeles, California	$32.4M	-$24.4M	2	2.27%	Reduced
419	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$32.4M	+$356K	1	2.17%	Increased
420	Credit Agricole Montrouge Cedex, France	$32.3M	-$2.2M	5	0.67%	Reduced
421	Oversea-Chinese Banking Corp (OCBC) Singapore	$32.2M	+$30.8M	3	1.86%	New
422	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$31.8M	+$988K	10	0.65%	Increased
423	Tocqueville Asset Management New York	$31.6M	-$3.68M	7	0.6%	Reduced
424	Xponance Philadelphia, Pennsylvania	$31.5M	+$4.37M	14	0.51%	Increased
425	Gotham Asset Management New York	$31.3M	-$9.32M	16	0.88%	Reduced