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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	Braun Stacey Associates New York	$39.8M	+$1.69M	2	1.45%	Increased
427	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$39.7M	-$1.95M	6	0.75%	Reduced
428	Glenview Trust Louisville, Kentucky	$39M	+$736K	6	1.29%	Increased
429	Brinker Capital Investments Berwyn, Pennsylvania	$39M	+$6.83M	11	0.57%	Increased
430	Clifford Swan Investment Counsel Pasadena, California	$38.6M	+$1.27M	5	1.35%	Increased
431	Stock Yards Bank & Trust Louisville, Kentucky	$38.6M	+$1.55M	4	2.03%	Increased
432	Brookfield Corp Toronto, Ontario, Canada	$38.6M	-$44.1M	6	0.15%	Reduced
433	WPC Waters Parkerson & Co New Orleans, Louisiana	$38M	-$608K	2	2.01%	Reduced
434	MTC McDaniel Terry & Co Austin, Texas	$37.4M	+$549K	1	3.75%	Increased
435	AC Avenir Corporation Alexandria, Virginia	$37.2M	+$1.15M	1	2.87%	Increased
436	HP Hikari Power Tokyo, Japan	$37.1M	+$357K	2	3.47%	Increased
437	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$37M	-$16K	5	2.1%	Reduced
438	EWM Endurance Wealth Management Providence, Rhode Island	$37M	-$3.99M	10	3.98%	Reduced
439	Oppenheimer & Co New York	$36.8M	-$4.17M	14	0.64%	Reduced
440	UBS O'Connor Chicago, Illinois	$36.6M	-$3.93M	3	0.35%	Reduced
441	AIM Avity Investment Management Greenwich, Connecticut	$36.4M	+$269K	1	2.84%	Increased
442	Wilmington Savings Fund Society Wilmington, Delaware	$36.2M	+$54.8K	6	1.3%	Increased
443	PP PDT Partners New York	$36M	-$5.56M	16	2.74%	Reduced
444	Steward Partners Investment Advisory New York	$35.9M	+$1.47M	24	0.55%	Increased
445	Clark Capital Management Group Philadelphia, Pennsylvania	$35.8M	+$1.66M	4	0.44%	Increased
446	VHMC Value Holdings Management Company Hampton Bays, New York	$35.7M	-$6.72M	1	7.62%	Reduced
447	KIA KCM Investment Advisors Greenbrae, California	$35.6M	+$3.19M	8	1.24%	Increased
448	WTA Washington Trust Advisors Wellesley, Massachusetts	$35.5M	+$35.3M	14	2.4%	New
449	Peregrine Capital Management Minneapolis, Minnesota	$35.3M	-$494K	3	0.71%	Reduced
450	Encompass Capital Advisors New York	$35.2M	+$25.7M	2	1.77%	Increased