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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
426	River Road Asset Management Louisville, Kentucky	$26.2M	-$1.28M	1	0.37%	Reduced
427	Utah Retirement Systems Salt Lake City, Utah	$26M	-$64K	9	0.75%	Reduced
428	CAM Capstone Asset Management Houston, Texas	$25.9M	+$1.67M	13	0.88%	Increased
429	CCB Cutter & Co Brokerage Ballwin, Missouri	$25.9M	+$195K	10	9.95%	Increased
430	Los Angeles Capital Management Los Angeles, California	$25.7M	-$15M	4	0.31%	Reduced
431	TU TDAM USA Toronto, Ontario, Canada	$25.6M	-$205K	2	1.11%	Reduced
432	SCI S&CO Inc Boston, Massachusetts	$25.5M	-$901K	1	3.9%	Reduced
433	Janney Montgomery Scott Philadelphia, Pennsylvania	$25.3M	+$1.85M	16	0.53%	Increased
434	Mitsubishi UFJ Asset Management Tokyo, Japan	$25.2M	-$4.54M	9	0.76%	Reduced
435	Creative Planning Overland Park, Kansas	$25.1M	+$469K	26	0.29%	Increased
436	PH Pinnacle Holdings Tulsa, Oklahoma	$25M	-$7.05M	1	6.45%	Reduced
437	Carson Wealth (CWM LLC) Omaha, Nebraska	$25M	+$8.94M	2	3.62%	Increased
438	SWM Segment Wealth Management Houston, Texas	$24.9M	+$311K	2	9.53%	Increased
439	CTA Chesley Taft & Associates Chicago, Illinois	$24.9M	-$224K	4	2.61%	Reduced
440	LCM Lomas Capital Management New York	$24.9M	+$1.43M	1	4.83%	Increased
441	WP WMS Partners Towson, Maryland	$24.8M	-$153K	3	3.88%	Reduced
442	LIA LS Investment Advisors Bloomfield Hills, Michigan	$24.7M	-$449K	10	2.12%	Reduced
443	First Pacific Advisors El Segundo, California	$24.5M	$0	1	0.2%	Maintained
444	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$24.4M	+$1.9M	4	5.72%	Increased
445	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$24.4M	+$2.88M	1	1.82%	Increased
446	Placemark Investments Chicago, Illinois	$24M	+$221K	7	0.44%	Increased
447	ECM Estabrook Capital Management New York	$23.8M	-$553K	5	2.55%	Reduced
448	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$23.7M	-$1.48M	9	0.77%	Reduced
449	Mutual of America Capital Management New York	$23.6M	-$336K	8	0.56%	Reduced
450	FQ First Quadrant Glendale, California	$23.5M	-$17M	3	0.53%	Reduced