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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	Douglas Lane & Associates New York	$24.1M	+$7.63M	2	0.48%	Increased
502	WDA Wendell David Associates Portsmouth, New Hampshire	$24M	-$260K	1	3.2%	Reduced
503	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$24M	+$252K	1	2.36%	Increased
504	Chartwell Investment Partners Berywn, Pennsylvania	$23.9M	+$650K	4	0.88%	Increased
505	BOK Financial Tulsa, Oklahoma	$23.9M	-$2.88M	12	0.52%	Reduced
506	F.L. Putnam Investment Management Lynnfield, Massachusetts	$23.8M	-$1.84M	5	1.3%	Reduced
507	PC Port Capital Chicago, Illinois	$23.6M	+$74.4K	1	2.03%	Increased
508	Fiduciary Trust Boston, Massachusetts	$23.6M	+$28.5K	7	0.56%	Increased
509	MC Middleton & Co Boston, Massachusetts	$23.3M	+$1.57M	3	3.09%	Increased
510	Picton Mahoney Asset Management Toronto, Ontario, Canada	$23.2M	-$2.26M	2	1.29%	Reduced
511	Meyer Handelman Company Rye Brook, New York	$23M	+$133K	3	1.17%	Increased
512	RBCM Raub Brock Capital Management Larkspur, California	$22.8M	-$199K	1	3.87%	Reduced
513	Whittier Trust South Pasadena, California	$22.8M	+$78.4K	24	0.54%	Increased
514	Colony Group Boston, Massachusetts	$22.8M	-$821K	5	0.59%	Reduced
515	DCM Dupont Capital Management Wilmington, Delaware	$22.3M	+$1.83M	15	0.49%	Increased
516	Engineers Gate Manager New York	$22.3M	+$4.42M	18	1.05%	Increased
517	MCM Manchester Capital Management Manchester, Vermont	$22.2M	+$145K	27	3.46%	Increased
518	Private Advisor Group Morristown, New Jersey	$22M	-$732K	13	0.29%	Reduced
519	PFM Premier Fund Managers Guildford, United Kingdom	$21.9M	-$1.62M	1	1.26%	Reduced
520	Orbis Allan Gray Hamilton, Bermuda	$21.9M	+$43.7K	1	0.17%	Increased
521	AAM Autus Asset Management Scottsdale, Arizona	$21.9M	+$300K	3	2.9%	Increased
522	CIPU Caledonia Investments plc (UK) London England, United Kingdom	$21.9M	$0	1	4.46%	Maintained
523	FBA Front Barnett Associates Chicago, Illinois	$21.8M	+$158K	2	2.98%	Increased
524	Aristotle Atlantic Partners Sarasota, Florida	$21.7M	-$318K	3	1.91%	Reduced
525	BWP Baldwin Wealth Partners Marion, Massachusetts	$21.7M	-$24.2K	9	2.97%	Reduced