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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	Crestwood Advisors Group Boston, Massachusetts	$35.8M	+$6.7M	4	1%	Increased
427	Stock Yards Bank & Trust Louisville, Kentucky	$35.8M	+$850K	4	1.99%	Increased
428	HP Hikari Power Tokyo, Japan	$35.7M	+$207K	2	3.21%	Increased
429	Clifford Swan Investment Counsel Pasadena, California	$35.6M	-$66.5K	4	1.32%	Reduced
430	VCM Vigilant Capital Management Portland, Maine	$35.5M	-$4.78M	7	2.71%	Reduced
431	PL Polianta Ltd St Helier, Jersey	$35.2M	$0	3	23.04%	Maintained
432	UAS United Asset Strategies Garden City, New York	$35.1M	+$17M	3	4.47%	Increased
433	LGT Group Foundation Vaduz, Liechtenstein	$35.1M	-$3.6M	5	0.82%	Reduced
434	AC Avenir Corporation Alexandria, Virginia	$34.9M	+$50.9K	1	2.79%	Increased
435	AAM Aureus Asset Management Boston, Massachusetts	$34.9M	-$1.13M	2	2.32%	Reduced
436	VHMC Value Holdings Management Company Hampton Bays, New York	$34.7M	$0	1	7.2%	Maintained
437	Oregon Public Employees Retirement Fund Tigard, Oregon	$34.7M	-$963K	16	0.36%	Reduced
438	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$34.7M	-$4.32M	1	2.07%	Reduced
439	WTA Washington Trust Advisors Wellesley, Massachusetts	$34.3M	+$1.45M	13	2.44%	Increased
440	WBC Westpac Banking Corp Sydney, Australia	$34.3M	-$6.52M	8	0.39%	Reduced
441	Schonfeld Strategic Advisors New York	$34.1M	-$22M	12	0.31%	Reduced
442	RR Robotti Robert	$33.9M	+$10.7M	2	6.87%	Increased
443	Commerce Bank Kansas City, Missouri	$33.6M	-$2.05M	11	0.23%	Reduced
444	Cerity Partners New York	$33.4M	+$2.31M	10	0.52%	Increased
445	Achmea Investment Management Zeist, Netherlands	$33.2M	+$20.2M	9	0.87%	Increased
446	CPI Crestview Partners II New York	$33M	$0	1	3.68%	Maintained
447	HCM Hahn Capital Management Walnut Creek, California	$32.8M	-$1.13M	2	7.07%	Reduced
448	D.A. Davidson & Co Great Falls, Montana	$32.7M	-$12.4M	21	0.36%	Reduced
449	National Bank of Canada Montreal, Quebec, Canada	$32.6M	-$17.4M	19	0.1%	Reduced
450	EWM Endurance Wealth Management Providence, Rhode Island	$32.3M	-$1.74M	10	4.18%	Reduced