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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
601	TIP Torray Investment Partners Bethesda, Maryland	$10.3M	$0	1	2.22%	Maintained
602	CCM Carderock Capital Management Chevy Chase, Maryland	$10.2M	-$682K	2	5.93%	Reduced
603	B BP London, United Kingdom	$10.2M	+$4.19M	1	0.61%	Increased
604	WAM Winslow Asset Management Beachwood, Ohio	$10.1M	+$68.2K	1	1.93%	Increased
605	GW&K Investment Management Boston, Massachusetts	$10.1M	+$52.3K	2	0.31%	Increased
606	FNB First Niagara Bank Lockport, New York	$10.1M	-$1.11M	5	2.15%	Reduced
607	IMS Index Management Solutions Philadelphia, Pennsylvania	$10M	+$9.77M	7	2.98%	New
608	Sentry Investments Toronto, Ontario, Canada	$9.99M	$0	1	0.19%	Maintained
609	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$9.85M	-$734K	2	3.2%	Reduced
610	Virtu KCG Holdings New York	$9.85M	+$9.5M	11	0.13%	New
611	JCM Jag Capital Management St Louis, Missouri	$9.84M	-$101K	1	2.18%	Reduced
612	Perpetual Ltd Sydney, New South Wales, Australia	$9.83M	-$371K	2	1.38%	Reduced
613	UBS O'Connor Chicago, Illinois	$9.81M	-$6.41M	1	0.2%	Reduced
614	Carson Wealth (CWM LLC) Omaha, Nebraska	$9.8M	+$9.24M	2	2.57%	New
615	MCM Monarch Capital Management Fort Wayne, Indiana	$9.71M	-$221K	2	4.07%	Reduced
616	SCP Sandhill Capital Partners Buffalo, New York	$9.68M	+$78.3K	1	4.35%	Increased
617	PIA Philadelphia International Advisors Philadelphia, Pennsylvania	$9.66M	-$473K	1	2.19%	Reduced
618	M&T Bank Buffalo, New York	$9.65M	+$403K	11	0.46%	Increased
619	RCP Rothschild Capital Partners New York	$9.51M	+$266K	1	4.48%	Increased
620	LCP Longbow Capital Partners New York	$9.46M	-$5.03M	2	5.09%	Reduced
621	PAM Private Asset Management San Diego, California	$9.41M	-$1.67M	2	1.8%	Reduced
622	Kentucky Retirement Systems Frankfort, Kentucky	$9.32M	+$8.93M	6	0.75%	New
623	DCM Dupont Capital Management Wilmington, Delaware	$9.31M	+$614K	4	0.17%	Increased
624	MAM Mastrapasqua Asset Management Nashville, Tennessee	$9.3M	+$61.2K	4	2.28%	Increased
625	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$9.29M	-$74.1K	2	3.47%	Reduced