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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
526	WC Walthausen & Co Malta, New York	$17.1M	-$9.01K	2	1.39%	Reduced
527	WDA Wendell David Associates Portsmouth, New Hampshire	$17M	+$132K	1	3.54%	Increased
528	BCM BTR Capital Management Oakland, California	$16.9M	+$2.45M	4	4.68%	Increased
529	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$16.9M	-$1.16M	3	2.36%	Reduced
530	ICM ICC Capital Management Orlando, Florida	$16.9M	-$9.35M	3	2.04%	Reduced
531	CCM Cadence Capital Management Boston, Massachusetts	$16.8M	+$3.68M	3	0.89%	Increased
532	CCM Corsair Capital Management New York	$16.8M	-$534K	1	1.73%	Reduced
533	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$16.8M	+$460K	7	4.53%	Increased
534	First National Bank of Omaha Omaha, Nebraska	$16.6M	-$606K	6	1.21%	Reduced
535	Williams Jones & Associates New York	$16.5M	+$2.17M	4	0.76%	Increased
536	Truist Financial Charlotte, North Carolina	$16.5M	+$713K	7	0.5%	Increased
537	Scout Investments Kansas City, Missouri	$16.5M	-$18.6M	1	0.22%	Reduced
538	CIBC Asset Management Toronto, Ontario, Canada	$16.4M	-$3.84M	8	0.1%	Reduced
539	YIA YHB Investment Advisors West Hartford, Connecticut	$16.4M	-$93K	4	3.94%	Reduced
540	Fiduciary Trust Boston, Massachusetts	$16.4M	+$191K	5	0.72%	Increased
541	DSI Daiwa SB Investments Tokyo, Japan	$16.2M	+$154K	2	2.03%	Increased
542	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$16.2M	+$14.8M	7	0.42%	Increased
543	VFM Viking Fund Management Minot, North Dakota	$16.2M	+$452K	1	1.8%	Increased
544	Tocqueville Asset Management New York	$16.2M	-$398K	6	0.18%	Reduced
545	JAM JCIC Asset Management Toronto, Ontario, Canada	$16.1M	-$215K	1	3.01%	Reduced
546	BOK Financial Tulsa, Oklahoma	$15.9M	-$3.52M	9	0.53%	Reduced
547	AP Appleton Partners Boston, Massachusetts	$15.8M	+$513K	3	3.68%	Increased
548	GL GLG LLC New York	$15.8M	-$134K	7	0.42%	Reduced
549	D.A. Davidson & Co Great Falls, Montana	$15.8M	+$947K	21	0.53%	Increased
550	WC Weatherbie Capital Boston, Massachusetts	$15.7M	-$103K	1	1.47%	Reduced