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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	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$27.8M	+$8.54M	2	1.1%	Increased
527	Fidelity National Financial Jacksonville, Florida	$27.7M	$0	1	4.08%	Maintained
528	AKO Capital London, United Kingdom	$27.5M	+$7.58M	1	2.14%	Increased
529	KIA KCM Investment Advisors Greenbrae, California	$27.5M	+$662K	6	1.61%	Increased
530	Advisors Capital Management Ridgewood, New Jersey	$27.4M	+$27.4M	1	2.17%	New
531	Creative Planning Overland Park, Kansas	$27.4M	-$651K	15	0.12%	Reduced
532	Truist Financial Charlotte, North Carolina	$27.3M	+$1.68M	8	0.51%	Increased
533	HI Honeywell International Charlotte, North Carolina	$27.2M	+$25.7K	1	0.9%	Increased
534	Park National Corp Newark, Ohio	$27.2M	-$1.22M	4	1.52%	Reduced
535	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$27M	-$2.13M	4	3.53%	Reduced
536	BFO Boston Family Office Boston, Massachusetts	$27M	+$874K	5	2.96%	Increased
537	Brown Brothers Harriman & Co New York	$26.8M	+$801K	12	0.15%	Increased
538	AIM Avity Investment Management Greenwich, Connecticut	$26.7M	+$265K	2	3.38%	Increased
539	F.L. Putnam Investment Management Lynnfield, Massachusetts	$26.4M	+$20.2K	3	2.42%	Increased
540	Palisade Capital Management Fort Lee, New Jersey	$26.2M	+$1.28M	4	0.89%	Increased
541	SCM Sanoor Capital Management Greenwich, Connecticut	$26.1M	-$8.17M	2	13.8%	Reduced
542	FFA First Foundation Advisors Irvine, California	$26M	-$1.76M	3	1.4%	Reduced
543	JIR James Investment Research Alpha, Ohio	$26M	-$7.1M	4	0.89%	Reduced
544	CCM Compass Capital Management Minneapolis, Minnesota	$25.9M	+$824K	1	3.92%	Increased
545	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$25.9M	-$205K	7	4.78%	Reduced
546	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$25.7M	-$109K	4	1.38%	Reduced
547	VIA Virtus Investment Advisers Hartford, Connecticut	$25.7M	+$5M	7	2.79%	Increased
548	RNC Capital Management Los Angeles, California	$25.6M	+$1.48M	1	1.77%	Increased
549	Braun Stacey Associates New York	$25.5M	-$700K	3	1.71%	Reduced
550	PL Polianta Ltd St Helier, Jersey	$25.4M	$0	2	8.25%	Maintained