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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
501	First National Bank of Omaha Omaha, Nebraska	$17.1M	+$664K	6	1.19%	Increased
502	CCM Compass Capital Management Minneapolis, Minnesota	$17.1M	+$836K	1	3.65%	Increased
503	Fiduciary Trust Boston, Massachusetts	$17.1M	+$1.31M	5	0.72%	Increased
504	PP PDT Partners New York	$17.1M	+$8.33M	2	1.62%	Increased
505	Nikko Asset Management Americas New York	$17M	-$741K	1	1.21%	Reduced
506	Truist Financial Charlotte, North Carolina	$16.9M	+$132K	8	0.5%	Increased
507	LG Leuthold Group Minneapolis, Minnesota	$16.9M	-$13.3M	5	1.66%	Reduced
508	GWM Greenwich Wealth Management Greenwich, Connecticut	$16.9M	$0	2	1.12%	Maintained
509	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$16.9M	+$198K	7	4.34%	Increased
510	NC NBW Capital Boston, Massachusetts	$16.8M	-$410K	2	3.85%	Reduced
511	BCM BTR Capital Management Oakland, California	$16.4M	-$443K	4	4.49%	Reduced
512	CC Chubb Corp Warren, New Jersey	$16.4M	$0	1	0.86%	Maintained
513	MUFG Americas New York	$16.3M	+$134K	13	0.54%	Increased
514	AH Achievement Holdings Chicago, Illinois	$16.3M	+$15.9M	2	0.48%	New
515	DILH Dai-ichi Life Holdings Tokyo, Japan	$16.3M	+$451K	7	0.47%	Increased
516	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$16.2M	-$2.93M	4	1.08%	Reduced
517	LG LaFleur & Godfrey Grand Rapids, Michigan	$16.2M	-$118K	2	4.35%	Reduced
518	CC Carlson Capital Dallas, Texas	$16.2M	+$7.11M	1	0.16%	Increased
519	NOCM Night Owl Capital Management Greenwich, Connecticut	$16.1M	-$1.04M	1	7.94%	Reduced
520	D.A. Davidson & Co Great Falls, Montana	$16.1M	+$1.27M	21	0.53%	Increased
521	Tocqueville Asset Management New York	$16M	+$568K	6	0.17%	Increased
522	CCC Chelsea Counsel Company Los Angeles, California	$16M	+$325K	3	3.3%	Increased
523	SAM Strategy Asset Managers Pasadena, California	$16M	+$94.1K	2	3.36%	Increased
524	F.L. Putnam Investment Management Lynnfield, Massachusetts	$16M	+$2.21M	2	1.86%	Increased
525	AR Advisory Research Chicago, Illinois	$15.9M	+$13.4M	1	0.17%	Increased