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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	Dorsey & Whitney Trust Sioux Falls, South Dakota	$24.4M	-$214K	9	3.27%	Reduced
502	Hancock Whitney Gulfport, Mississippi	$24.4M	-$452K	10	0.79%	Reduced
503	Nomura Holdings Tokyo, Japan	$24.3M	+$2.62M	5	0.09%	Increased
504	NewEdge Advisors New Orleans, Louisiana	$24.3M	+$1.27M	8	0.97%	Increased
505	F.L. Putnam Investment Management Lynnfield, Massachusetts	$24.1M	-$738K	7	1.48%	Reduced
506	WDA Wendell David Associates Portsmouth, New Hampshire	$24.1M	-$215K	1	3.32%	Reduced
507	Private Advisor Group Morristown, New Jersey	$24.1M	+$6.89M	14	0.37%	Increased
508	LM Luminus Management Houston, Texas	$24M	-$43.9M	1	1%	Reduced
509	Dai-ichi Life Insurance Company Tokyo, Japan	$24M	-$341K	8	0.54%	Reduced
510	VHMC Value Holdings Management Company Hampton Bays, New York	$24M	-$1.56M	1	8.43%	Reduced
511	BOK Financial Tulsa, Oklahoma	$24M	-$162K	11	0.54%	Reduced
512	Reynders McVeigh Capital Management Boston, Massachusetts	$23.8M	+$34.2K	4	2.3%	Increased
513	Dudley & Shanley Palm Beach, Florida	$23.8M	+$949K	2	5.36%	Increased
514	Paradigm Capital Management Inc Albany, New York	$23.7M	-$1.46M	3	1.83%	Reduced
515	Washington Trust Westerly, Rhode Island	$23.7M	+$14.3M	3	0.93%	Increased
516	Lombard Odier Asset Management (USA) New York	$23.7M	+$10.8M	4	2.12%	Increased
517	Smith Group Asset Management Dallas, Texas	$23.7M	-$12M	4	0.99%	Reduced
518	KCM Investment Advisors Greenbrae, California	$23.4M	+$412K	7	1.27%	Increased
519	B BP London, United Kingdom	$23.2M	+$718K	7	0.78%	Increased
520	Wolverine Trading Chicago, Illinois	$23.1M	+$19.6M	9	0.06%	Increased
521	Oppenheimer Asset Management New York	$23M	-$6.97M	12	0.49%	Reduced
522	FWSM First Wilshire Securities Management Pasadena, California	$22.9M	-$3.21M	3	8.59%	Reduced
523	Crossmark Global Holdings Houston, Texas	$22.8M	-$2.77M	13	0.63%	Reduced
524	Brinker Capital Berwyn, Pennsylvania	$22.8M	-$760K	9	0.71%	Reduced
525	Sit Investment Associates Minneapolis, Minnesota	$22.7M	+$460K	4	0.65%	Increased