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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	Commerce Bank Kansas City, Missouri	$29.4M	+$2.46M	11	0.14%	Increased
577	Cresset Asset Management Chicago, Illinois	$29.3M	+$2.84M	13	0.13%	Increased
578	Lido Advisors Los Angeles, California	$29.3M	-$4.46M	17	0.09%	Reduced
579	PCM Penn Capital Management Philadelphia, Pennsylvania	$29.2M	+$4.16M	4	2.26%	Increased
580	Madison Asset Management Madison, Wisconsin	$29.2M	+$389K	5	0.36%	Increased
581	RT Rockland Trust Hanover, Massachusetts	$29.2M	-$969K	4	1.17%	Reduced
582	DSCM Divisadero Street Capital Management Miami, Florida	$29.1M	+$24.9M	1	1.22%	New
583	Hotchkis & Wiley Capital Management Los Angeles, California	$28.9M	-$4.66M	4	0.09%	Reduced
584	First National Bank of Omaha Omaha, Nebraska	$28.9M	+$1.29M	6	0.89%	Increased
585	Prospera Financial Services Dallas, Texas	$28.8M	+$3.16M	9	0.46%	Increased
586	Aristotle Atlantic Partners Sarasota, Florida	$28.5M	+$6.6M	3	1.33%	Increased
587	SFM Systematic Financial Management Teaneck, New Jersey	$28.5M	-$1.02M	2	0.65%	Reduced
588	Avanza Fonder Stockholm, Sweden	$28.4M	-$1.61M	12	0.79%	Reduced
589	Brevan Howard Capital Management St. Helier, Jersey	$28.4M	+$6.37M	21	0.25%	Increased
590	Resolution Capital Sydney, NSW, Australia	$28.3M	+$13.5M	1	0.6%	Increased
591	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$28.1M	-$81.7K	2	2.26%	Reduced
592	Cincinnati Insurance Fairfield, Ohio	$28.1M	+$30.9M	1	0.43%	New
593	LMR Partners London, United Kingdom	$28.1M	+$905K	5	0.06%	Increased
594	WAM Weatherly Asset Management Del Mar, California	$28M	-$5.57K	3	2.27%	Reduced
595	Destination Wealth Management Walnut Creek, California	$28M	+$771K	2	0.73%	Increased
596	Aptus Capital Advisors Fairhope, Alabama	$27.9M	-$9.62M	11	0.22%	Reduced
597	Ingalls & Snyder LLC New York	$27.9M	-$536K	8	0.99%	Reduced
598	GF Goodman Financial Houston, Texas	$27.6M	+$19.5M	2	4.74%	Increased
599	Wedge Capital Management Charlotte, North Carolina	$27.4M	-$375K	4	0.51%	Reduced
600	VHMC Value Holdings Management Company Hampton Bays, New York	$27.3M	$0	1	4.43%	Maintained