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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	WesBanco Bank Wheeling, West Virginia	$29.1M	-$256K	8	1.05%	Reduced
502	ECP Electron Capital Partners New York	$29M	+$26.2M	1	1.49%	New
503	Maryland State Retirement & Pension System Baltimore, Maryland	$29M	+$137K	17	0.76%	Increased
504	Smith Salley Wealth Management Greensboro, North Carolina	$29M	-$3.71M	4	2.05%	Reduced
505	NIMI Natixis Investment Managers International Paris, France	$28.9M	+$2.9M	11	1.6%	Increased
506	MC Middleton & Co Boston, Massachusetts	$28.9M	+$99.1K	4	2.81%	Increased
507	Cullen/Frost Bankers San Antonio, Texas	$28.8M	-$1.37M	13	0.55%	Reduced
508	DS Dudley & Shanley Palm Beach, Florida	$28.6M	-$582K	2	4.95%	Reduced
509	Covea Finance Paris, France	$28.3M	+$28.9M	3	2.48%	New
510	MUFG Americas New York	$27.8M	+$322K	6	0.52%	Increased
511	AIA Group Hong Kong	$27.6M	+$7.2M	5	1.3%	Increased
512	Gotham Asset Management New York	$27.5M	-$2.91M	17	0.89%	Reduced
513	Kornitzer Capital Management Shawnee Mission, Kansas	$27.5M	-$4.04M	4	0.41%	Reduced
514	Ossiam Paris, France	$27.5M	+$8.08M	5	0.72%	Increased
515	SRC Stone Run Capital New York	$27.5M	-$972K	4	8.88%	Reduced
516	AP Appleton Partners Boston, Massachusetts	$27.5M	+$924K	4	2.07%	Increased
517	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$27.3M	+$173K	5	1.68%	Increased
518	Wedge Capital Management Charlotte, North Carolina	$27.3M	-$38.4M	3	0.34%	Reduced
519	Stephens Inc Little Rock, Arkansas	$27.2M	-$712K	9	0.41%	Reduced
520	Guinness Asset Management London, United Kingdom	$27.1M	+$1.28M	2	1.06%	Increased
521	Kestra Advisory Services Austin, Texas	$27M	+$1.31M	17	0.27%	Increased
522	Connectus Wealth Cincinnati, Ohio	$27M	+$1.97M	3	1.04%	Increased
523	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$26.9M	+$1.78M	6	0.62%	Increased
524	Fenimore Asset Management Cobleskill, New York	$26.9M	-$2.69K	3	0.6%	Reduced
525	WDA Wendell David Associates Portsmouth, New Hampshire	$26.9M	-$964K	1	2.72%	Reduced