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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	Hancock Whitney Gulfport, Mississippi	$24.4M	-$2.29M	9	0.8%	Reduced
502	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$24.4M	+$9.11M	6	0.17%	Increased
503	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$24.1M	+$515K	5	2.57%	Increased
504	HA Heartland Advisors Milwaukee, Wisconsin	$24.1M	-$765K	3	1.84%	Reduced
505	Rathbones Group Liverpool, United Kingdom	$23.9M	+$6.29M	4	0.68%	Increased
506	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$23.8M	-$829K	8	3.51%	Reduced
507	CIBC Asset Management Toronto, Ontario, Canada	$23.6M	+$225K	11	0.14%	Increased
508	KIA KCM Investment Advisors Greenbrae, California	$23.6M	+$234K	6	1.37%	Increased
509	VanEck Associates New York	$23.6M	-$49.2K	13	0.11%	Reduced
510	Ruffer LLP London, United Kingdom	$23.5M	-$152M	1	0.67%	Reduced
511	NewEdge Advisors New Orleans, Louisiana	$23.4M	+$2.89M	8	1.04%	Increased
512	Clifford Swan Investment Counsel Pasadena, California	$23.4M	+$1.66M	4	1.21%	Increased
513	DS Dudley & Shanley Palm Beach, Florida	$23.4M	-$8.35M	2	5.77%	Reduced
514	B BP London, United Kingdom	$23.3M	-$4.69M	6	0.86%	Reduced
515	CEI Clark Estates Inc New York	$23.2M	+$5.26M	1	3.82%	Increased
516	KLWA Kelly Lawrence W & Associates Pasadens, California	$23M	-$83.1K	5	3.83%	Reduced
517	HRT Financial New York	$23M	+$9.96M	8	1.08%	Increased
518	SC Serenity Capital Palo Alto, California	$22.9M	$0	1	5.28%	Maintained
519	Voloridge Investment Management Jupiter, Florida	$22.9M	+$12.1M	7	0.4%	Increased
520	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$22.7M	-$270K	7	0.16%	Reduced
521	Fiduciary Trust Boston, Massachusetts	$22.7M	+$3.57M	6	0.57%	Increased
522	Sit Investment Associates Minneapolis, Minnesota	$22.7M	-$4.18M	3	0.7%	Reduced
523	CIBC World Market Toronto, Ontario, Canada	$22.6M	+$1.11M	7	0.1%	Increased
524	HCM Hutchinson Capital Management San Rafael, California	$22.2M	-$504K	2	6.02%	Reduced
525	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$22.1M	+$750K	6	0.62%	Increased