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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	AIC AWM Investment Company New York	$21.5M	+$7.27M	1	4.12%	Increased
527	Private Advisor Group Morristown, New Jersey	$21.5M	-$145K	12	0.39%	Reduced
528	RR Robotti Robert	$21.5M	-$439K	2	7.48%	Reduced
529	CIPU Caledonia Investments plc (UK) London England, United Kingdom	$21.4M	$0	1	5.99%	Maintained
530	Clifford Swan Investment Counsel Pasadena, California	$21.4M	+$2.72M	4	1.13%	Increased
531	CIBC World Market Toronto, Ontario, Canada	$21.4M	-$5.48M	9	0.09%	Reduced
532	Cullen/Frost Bankers San Antonio, Texas	$21.3M	-$8.46M	12	0.66%	Reduced
533	HCM Hutchinson Capital Management San Rafael, California	$21M	-$185K	2	5.91%	Reduced
534	Cambridge Investment Research Advisors Fairfield, Iowa	$20.8M	-$17.5M	19	0.19%	Reduced
535	Synovus Financial Columbus, Georgia	$20.7M	-$5.74M	13	0.31%	Reduced
536	Fuller & Thaler Asset Management San Mateo, California	$20.4M	+$5.23M	4	0.24%	Increased
537	NewEdge Advisors New Orleans, Louisiana	$20.4M	-$1.13M	4	1.25%	Reduced
538	CEP Chicago Equity Partners Chicago, Illinois	$20.3M	+$1.28M	12	0.91%	Increased
539	Meag Munich Ergo Munich, Germany	$20.3M	-$5.53M	5	1.59%	Reduced
540	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$20.3M	-$1.09M	6	2.09%	Reduced
541	D.A. Davidson & Co Great Falls, Montana	$20.2M	-$8.57M	15	0.38%	Reduced
542	Holocene Advisors New York	$20.1M	-$39.3M	7	0.26%	Reduced
543	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$20M	-$3.71M	2	1.37%	Reduced
544	MCM Manchester Capital Management Manchester, Vermont	$19.8M	-$46.5K	29	2.54%	Reduced
545	BPB Badgley, Phelps & Bell Seattle, Washington	$19.8M	-$10.8M	2	1.15%	Reduced
546	FBA Front Barnett Associates Chicago, Illinois	$19.7M	-$3.17M	2	3.31%	Reduced
547	LG LaFleur & Godfrey Grand Rapids, Michigan	$19.6M	-$403K	2	4.89%	Reduced
548	Crawford Investment Counsel Atlanta, Georgia	$19.6M	+$407K	5	0.55%	Increased
549	PC Port Capital Chicago, Illinois	$19.6M	-$280K	3	2.31%	Reduced
550	YIA YHB Investment Advisors West Hartford, Connecticut	$19.5M	-$966K	4	3.1%	Reduced