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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
476	RCW Rheos Capital Works Tokyo, Japan	$27.5M	+$14.8M	2	1.82%	Increased
477	UBS O'Connor Chicago, Illinois	$27.5M	+$13.7M	2	0.4%	Increased
478	KIA KCM Investment Advisors Greenbrae, California	$27.3M	-$1.6M	6	1.21%	Reduced
479	DS Dudley & Shanley Palm Beach, Florida	$27.3M	-$619K	2	4.71%	Reduced
480	MCM Manchester Capital Management Manchester, Vermont	$27.2M	-$573K	28	4.05%	Reduced
481	SC Sasco Capital Fairfield, Connecticut	$27M	-$1.24M	1	3.37%	Reduced
482	TNA True North Advisors Dallas, Texas	$26.9M	+$2.83M	2	6.39%	Increased
483	BWP Baldwin Wealth Partners Marion, Massachusetts	$26.8M	-$394K	8	3.19%	Reduced
484	Fiduciary Trust Boston, Massachusetts	$26.8M	-$523K	8	0.54%	Reduced
485	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$26.7M	+$520K	2	3.06%	Increased
486	Cullen/Frost Bankers San Antonio, Texas	$26.7M	+$659K	13	0.58%	Increased
487	RG Renaissance Group Covington, Kentucky	$26.6M	+$561K	1	1.12%	Increased
488	DAC Dividend Assets Capital Ridgeland, South Carolina	$26.6M	-$183K	7	5.05%	Reduced
489	MC Middleton & Co Boston, Massachusetts	$26.5M	+$27.4K	3	2.99%	Increased
490	Smith Salley Wealth Management Greensboro, North Carolina	$26.5M	+$4.61M	4	2.38%	Increased
491	Holocene Advisors New York	$26.5M	-$12.9M	8	0.17%	Reduced
492	MCM Maple Capital Management Montpelier, Vermont	$26.5M	+$601K	3	3.91%	Increased
493	RR Robotti Robert	$26.3M	+$417K	2	6.64%	Increased
494	Tudor Investment Corp Stamford, Connecticut	$26.3M	-$12.5M	12	0.53%	Reduced
495	Regions Financial Corp Birmingham, Alabama	$26.2M	-$13.3M	5	0.24%	Reduced
496	AAM Autus Asset Management Scottsdale, Arizona	$26M	+$2.3M	3	3.06%	Increased
497	Cerity Partners New York	$25.9M	+$10.6M	6	0.62%	Increased
498	Swiss Life Asset Management Zurich,	$25.8M	-$4.97M	4	0.37%	Reduced
499	Whittier Trust South Pasadena, California	$25.7M	+$1.9M	22	0.5%	Increased
500	WDA Wendell David Associates Portsmouth, New Hampshire	$25.7M	-$185K	1	3.09%	Reduced