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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	PM Pembroke Management Montreal, Quebec, Canada	$40M	-$3.11M	1	4.7%	Reduced
452	EP Edgestream Partners Princeton, New Jersey	$39.9M	+$7.08M	14	1.99%	Increased
453	Waverly Advisors Birmingham, Alabama	$39.9M	+$35.1M	7	0.94%	Increased
454	Glenmede Trust Philadelphia, Pennsylvania	$39.7M	-$719K	18	0.2%	Reduced
455	WTA Washington Trust Advisors Wellesley, Massachusetts	$39.6M	-$1.05M	9	3.63%	Reduced
456	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$39.5M	-$1.03M	1	3.15%	Reduced
457	TimesSquare Capital Management New York	$39.2M	-$870K	1	0.57%	Reduced
458	Oppenheimer & Co New York	$38.8M	+$683K	16	0.64%	Increased
459	CU CDAM (UK) London, United Kingdom	$38.8M	+$31M	1	4.82%	New
460	Meag Munich Ergo Munich, Germany	$38.7M	-$972K	1	1.4%	Reduced
461	NPIC Neumeier Poma Investment Counsel Carmel, California	$38.3M	-$3.28M	1	3.51%	Reduced
462	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$37.6M	+$4.83M	4	2.86%	Increased
463	TC TwinBeech Capital Purchase, New York	$37.5M	-$3.04M	5	0.77%	Reduced
464	VHMC Value Holdings Management Company Hampton Bays, New York	$37.5M	-$520K	1	6.63%	Reduced
465	LGT Group Foundation Vaduz, Liechtenstein	$37.4M	+$3.64M	6	0.88%	Increased
466	Lighthouse Investment Partners Palm Beach Gardens, Florida	$37M	+$15.3M	3	1.71%	Increased
467	Algert Global San Francisco, California	$36.9M	+$7.84M	9	1.45%	Increased
468	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$36.9M	-$275K	2	3.76%	Reduced
469	Whittier Trust South Pasadena, California	$36.8M	+$578K	23	0.54%	Increased
470	Madison Asset Management Madison, Wisconsin	$36.8M	-$5.6M	4	0.45%	Reduced
471	MTC McDaniel Terry & Co Austin, Texas	$36.8M	-$1.25M	1	3.27%	Reduced
472	ZCM Ziegler Capital Management Chicago, Illinois	$36.7M	+$7.08M	5	1.4%	Increased
473	AIM Avity Investment Management Greenwich, Connecticut	$36.7M	-$462K	1	3.04%	Reduced
474	Crossmark Global Holdings Houston, Texas	$36.7M	+$576K	21	0.7%	Increased
475	KCM Kensico Capital Management Greenwich, Connecticut	$36.7M	+$29.4M	1	1.21%	New