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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
451	SJIC St. James Investment Company Southlake, Texas	$36.3M	-$2.78M	1	5.89%	Reduced
452	TimesSquare Capital Management New York	$36.3M	-$27.8M	1	0.53%	Reduced
453	Credit Agricole Montrouge Cedex, France	$35.8M	+$1.07M	9	0.41%	Increased
454	Smith Salley Wealth Management Greensboro, North Carolina	$35.6M	+$1.06M	4	2.3%	Increased
455	Madison Asset Management Madison, Wisconsin	$35.5M	-$175K	4	0.48%	Reduced
456	Groupama Asset Management Paris, France	$35.4M	+$40.7M	8	0.92%	New
457	SAM Shell Asset Management The Hague, Netherlands	$35.3M	-$3.49M	20	1.63%	Reduced
458	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$35.3M	+$483K	2	3.75%	Increased
459	Capital Advisors Inc Tulsa, Oklahoma	$35.2M	+$7.73M	3	0.79%	Increased
460	WTA Washington Trust Advisors Wellesley, Massachusetts	$34.8M	-$183K	10	3.33%	Reduced
461	AAM AMI Asset Management Los Angeles, California	$34.6M	-$67K	1	1.89%	Reduced
462	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$34.6M	+$1.96M	1	3%	Increased
463	Oppenheimer & Co New York	$34.6M	+$1.05M	15	0.64%	Increased
464	Aristotle Atlantic Partners Sarasota, Florida	$34.5M	+$1.3M	3	1.21%	Increased
465	VHMC Value Holdings Management Company Hampton Bays, New York	$34.3M	$0	1	6.94%	Maintained
466	Whittier Trust South Pasadena, California	$34.3M	+$8.71M	22	0.56%	Increased
467	British Columbia Investment Management Victoria, British Columbia, Canada	$34.3M	+$8.23M	11	0.28%	Increased
468	Commerce Bank Kansas City, Missouri	$34.2M	+$4.4M	13	0.24%	Increased
469	Junto Capital Management New York	$34.1M	-$42.9M	1	0.76%	Reduced
470	Crossmark Global Holdings Houston, Texas	$34.1M	+$19.8K	21	0.71%	Increased
471	Riverbridge Partners Minneapolis, Minnesota	$33.9M	-$7.6M	2	0.42%	Reduced
472	Bradley Foster & Sargent Hartford, Connecticut	$33.9M	+$13M	7	0.66%	Increased
473	RG Renaissance Group Covington, Kentucky	$33.8M	-$959K	1	1.4%	Reduced
474	Clifford Swan Investment Counsel Pasadena, California	$33.6M	-$295K	3	1.31%	Reduced
475	iA Global Asset Management Quebec, Quebec, Canada	$33.6M	+$16.4M	7	0.78%	Increased