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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	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$34.4M	-$939K	1	3.11%	Reduced
502	North Star Asset Management Neenah, Wisconsin	$34.4M	+$604K	4	1.52%	Increased
503	Orbis Allan Gray Hamilton, Bermuda	$34.4M	-$191M	1	0.18%	Reduced
504	Glenmede Trust Philadelphia, Pennsylvania	$34.3M	-$4.13M	19	0.17%	Reduced
505	Evercore Wealth Management New York	$34M	-$2.11M	6	0.51%	Reduced
506	MIM Manitou Investment Management Toronto, Ontario, Canada	$34M	+$64.2K	1	6.71%	Increased
507	Exchange Traded Concepts Oklahoma City, Oklahoma	$33.8M	+$3.48M	23	0.67%	Increased
508	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$33.8M	+$8.3M	1	2.72%	Increased
509	Crawford Investment Counsel Atlanta, Georgia	$33.5M	+$792K	5	0.6%	Increased
510	FCI Financial Counselors Inc Overland Park, Kansas	$33.4M	-$325K	7	0.49%	Reduced
511	Magellan Asset Management Sydney, Australia	$33.3M	-$65.9M	6	0.37%	Reduced
512	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$33.1M	-$2.91M	2	3.42%	Reduced
513	ALPS Advisors Denver, Colorado	$33M	+$4.26M	16	0.21%	Increased
514	Sanctuary Advisors Indianapolis, Indiana	$32.6M	-$116K	17	0.21%	Reduced
515	AT Avalon Trust Santa Fe, New Mexico	$32.5M	+$20.2M	9	2.31%	Increased
516	Polar Asset Management Partners Toronto, Ontario, Canada	$32.4M	+$3.64M	3	0.38%	Increased
517	ZIG Zuckerman Investment Group Chicago, Illinois	$32.3M	-$5.29M	2	3.1%	Reduced
518	AE Wealth Management Topeka, Kansas	$32.3M	+$6.38M	17	0.27%	Increased
519	Commerce Bank Kansas City, Missouri	$32.2M	-$2.24M	13	0.2%	Reduced
520	Wedge Capital Management Charlotte, North Carolina	$32M	-$3.79M	4	0.58%	Reduced
521	CCS Concentric Capital Strategies Stamford, Connecticut	$32M	+$10.7M	5	1.47%	Increased
522	RT Rockland Trust Hanover, Massachusetts	$31.8M	+$776K	3	1.61%	Increased
523	W.H. Reaves & Co Jersey City, New Jersey	$31.5M	-$14.8M	1	0.83%	Reduced
524	Merewether Investment Management Dallas, Texas	$31.4M	+$582K	1	1.25%	Increased
525	TCMG TSP Capital Management Group Summit, New Jersey	$31.3M	-$499K	4	10.64%	Reduced