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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	AMG National Trust Bank Greenwood Village, Colorado	$17.7M	-$489K	4	1.7%	Reduced
502	TGI Tradewinds Global Investors Los Angeles, California	$17.4M	+$8.31M	1	0.7%	Increased
503	NOCM Night Owl Capital Management Greenwich, Connecticut	$17.4M	-$232K	1	9.1%	Reduced
504	GWM Greenwich Wealth Management Greenwich, Connecticut	$17.4M	-$4.27K	2	1.97%	Reduced
505	WDA Wendell David Associates Portsmouth, New Hampshire	$17.4M	+$291K	1	3.34%	Increased
506	CC Chubb Corp Warren, New Jersey	$17.3M	$0	1	0.9%	Maintained
507	WC Walthausen & Co Malta, New York	$17M	+$2.35M	2	1.24%	Increased
508	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$16.8M	-$376K	4	1.08%	Reduced
509	YIA YHB Investment Advisors West Hartford, Connecticut	$16.7M	-$59.9K	4	3.74%	Reduced
510	DILH Dai-ichi Life Holdings Tokyo, Japan	$16.5M	-$232K	7	0.47%	Reduced
511	CCC Chelsea Counsel Company Los Angeles, California	$16.5M	+$223K	3	3.56%	Increased
512	Truist Financial Charlotte, North Carolina	$16.5M	+$310K	8	0.47%	Increased
513	Arrowstreet Capital Boston, Massachusetts	$16.3M	-$48.3M	4	0.1%	Reduced
514	RIM Rainier Investment Management Seattle, Washington	$16.2M	-$9.47M	1	0.32%	Reduced
515	Nikko Asset Management Americas New York	$16.2M	-$1.67M	1	1.26%	Reduced
516	RFA Reilly Financial Advisors La Mesa, California	$16.2M	+$7.19M	9	2.85%	Increased
517	Shelton Capital Management Denver, Colorado	$15.8M	+$405K	7	1.7%	Increased
518	WBG Wharton Business Group Malvern, Pennsylvania	$15.8M	+$14.4M	1	1.3%	Increased
519	HBK Investments Dallas, Texas	$15.8M	+$395K	4	0.15%	Increased
520	Hancock Whitney Gulfport, Mississippi	$15.7M	+$1.3M	1	0.6%	Increased
521	Sit Investment Associates Minneapolis, Minnesota	$15.6M	-$5.6M	3	0.27%	Reduced
522	CCM Crestwood Capital Management New York	$15.5M	-$1.18M	1	2.12%	Reduced
523	HCM Howland Capital Management Boston, Massachusetts	$15.5M	+$78K	2	1.58%	Increased
524	F.L. Putnam Investment Management Lynnfield, Massachusetts	$15.5M	-$789K	2	1.73%	Reduced
525	Eastern Bank Boston, Massachusetts	$15.4M	-$1.03M	2	1.24%	Reduced