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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
576	Clifford Swan Investment Counsel Pasadena, California	$13.8M	+$1.42M	3	0.94%	Increased
577	NPF Norris Perne & French Grand Rapids, Michigan	$13.7M	+$46.1K	3	2.65%	Increased
578	CFG Cambridge Financial Group Columbus, Ohio	$13.7M	-$288K	2	6.83%	Reduced
579	HA Heartland Advisors Milwaukee, Wisconsin	$13.6M	$0	1	0.26%	Maintained
580	Cookson Peirce & Co Pittsburgh, Pennsylvania	$13.6M	+$845K	2	3.17%	Increased
581	SIA SeaBridge Investment Advisors Summit, New Jersey	$13.5M	-$1.63M	4	3.14%	Reduced
582	MLL Moody Lynn & Lieberson Boston, Massachusetts	$13.5M	-$636K	1	2%	Reduced
583	WesBanco Bank Wheeling, West Virginia	$13.4M	+$94.6K	4	0.75%	Increased
584	BPM Bowling Portfolio Management Cincinnati, Ohio	$13.3M	-$186K	2	3.13%	Reduced
585	VC V2 Capital Glenview, Illinois	$13.3M	+$13.2M	2	5.5%	New
586	RBA Richard Bernstein Advisors New York	$13.2M	+$276K	6	1.4%	Increased
587	CS Central Securities New York	$13.2M	-$1.47M	1	2.87%	Reduced
588	KLWA Kelly Lawrence W & Associates Pasadens, California	$13.1M	-$169K	1	2.8%	Reduced
589	FAM Fiduciary Asset Management St. Louis, Missouri	$13M	+$535K	1	2.45%	Increased
590	SCM SIR Capital Management New York	$13M	+$4.7M	2	2.32%	Increased
591	QIM Quest Investment Management Lake Oswego, Oregon	$13M	-$2.53M	2	1.36%	Reduced
592	GWI Grace & White Inc Ny, New York	$12.9M	-$25.8K	2	2.6%	Reduced
593	United Capital Financial Advisors Irving, Texas	$12.9M	+$6.92M	11	0.22%	Increased
594	Ladenburg Thalmann Financial Services Miami, Florida	$12.8M	-$1.93M	30	0.35%	Reduced
595	IAM Impax Asset Management Portsmouth, New Hampshire	$12.7M	-$42.1K	3	0.83%	Reduced
596	ZWJ Investment Counsel Atlanta, Georgia	$12.7M	-$568K	3	1.37%	Reduced
597	TAM THB Asset Management Norwalk, Connecticut	$12.7M	+$2.8M	3	0.87%	Increased
598	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$12.6M	+$10M	1	2.76%	Increased
599	Nippon Life Insurance Tokyo, Japan	$12.6M	-$572K	5	0.32%	Reduced
600	Artemis Investment Management Edinburgh, United Kingdom	$12.6M	+$13.1M	1	0.63%	New