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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	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$31.4M	+$1.97M	15	0.59%	Increased
527	Palisade Capital Management Fort Lee, New Jersey	$31.3M	-$1.31M	3	0.82%	Reduced
528	Envestnet Portfolio Solutions Chicago, Illinois	$31.2M	+$2.85M	15	0.12%	Increased
529	NPF Norris Perne & French Grand Rapids, Michigan	$31.2M	-$969K	1	2.23%	Reduced
530	DP Dearborn Partners Chicago, Illinois	$31.2M	-$9.87M	4	1.34%	Reduced
531	Greenleaf Trust Kalamazoo, Michigan	$31M	-$578K	9	0.29%	Reduced
532	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$31M	-$266K	1	1.89%	Reduced
533	Wilmington Savings Fund Society Wilmington, Delaware	$30.3M	+$28.8M	7	1.16%	New
534	CS Central Securities New York	$30.3M	$0	1	3.06%	Maintained
535	Fiduciary Trust Boston, Massachusetts	$30.2M	+$111K	9	0.46%	Increased
536	Energy Income Partners Westport, Connecticut	$30.2M	+$21.7M	2	0.62%	Increased
537	Chilton Investment Company Stamford, Connecticut	$30M	+$26.9M	3	0.82%	Increased
538	Cetera Advisors Denver, Colorado	$29.8M	+$14M	20	0.23%	Increased
539	Parallel Advisors San Francisco, California	$29.7M	+$377K	32	0.81%	Increased
540	GGHC Gilder Gagnon Howe & Co New York	$29.7M	+$7.32M	2	0.37%	Increased
541	TIS Tortoise Index Solutions Overland Park, Kansas	$29.7M	+$1.35M	18	5.98%	Increased
542	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$29.7M	-$21.1K	2	2.57%	Reduced
543	Atria Investments Charlotte, North Carolina	$29.3M	+$2.75M	10	0.4%	Increased
544	Boston Financial Management Boston, Massachusetts	$29.3M	-$50.9K	4	0.93%	Reduced
545	DA Duality Advisers Miami, Florida	$29.3M	+$18.2M	10	2.89%	Increased
546	Connectus Wealth Cincinnati, Ohio	$29.1M	-$1.85M	5	0.8%	Reduced
547	IP Interval Partners New York	$29.1M	+$6.75M	2	0.81%	Increased
548	Merewether Investment Management Dallas, Texas	$29.1M	+$26.8M	1	1.55%	New
549	PAM Palisade Asset Management Minneapolis, Minnesota	$28.9M	+$7.51M	4	2.82%	Increased
550	Smith Salley Wealth Management Greensboro, North Carolina	$28.9M	-$8.72M	4	2.24%	Reduced