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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	MIU Man Investments (UK) London, United Kingdom	$12.1M	+$2.74M	9	1.06%	Increased
602	VFM Viking Fund Management Minot, North Dakota	$12M	+$1.4M	1	1.68%	Increased
603	TCM Tributary Capital Management Omaha, Nebraska	$12M	-$305K	3	2.53%	Reduced
604	AIM Arcadia Investment Management Kalamazoo, Michigan	$11.9M	-$666K	3	3.49%	Reduced
605	ACM Aviance Capital Management Sarasota, Florida	$11.9M	+$10.1M	3	0.61%	Increased
606	CIP Champlain Investment Partners Burlington, Vermont	$11.9M	-$10.8M	1	0.21%	Reduced
607	BFO Boston Family Office Boston, Massachusetts	$11.9M	-$105K	3	1.58%	Reduced
608	SC Skylands Capital Milwaukee, Wisconsin	$11.8M	+$1.57M	4	1.22%	Increased
609	MWR McAdams Wright Ragen Seattle, Washington	$11.8M	+$267K	4	0.73%	Increased
610	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$11.8M	+$175K	4	1.02%	Increased
611	GW&K Investment Management Boston, Massachusetts	$11.7M	+$342K	2	0.32%	Increased
612	AP Appleton Partners Boston, Massachusetts	$11.7M	-$648K	2	2.77%	Reduced
613	Wilmington Savings Fund Society Wilmington, Delaware	$11.7M	-$580K	5	0.65%	Reduced
614	PAM Private Asset Management San Diego, California	$11.7M	+$5.08K	2	1.97%	Increased
615	DC Deere & Company Moline, Illinois	$11.6M	+$332K	6	0.66%	Increased
616	PAS Professional Advisory Services Vero Beach, Florida	$11.6M	+$6.11M	1	2.88%	Increased
617	Guardian Capital (Canada) Toronto, Ontario, Canada	$11.6M	+$1.9M	1	0.18%	Increased
618	GHA Garcia Hamilton & Associates Houston, Texas	$11.5M	-$217K	1	2.71%	Reduced
619	GCP GSA Capital Partners London, United Kingdom	$11.4M	+$2.98M	12	0.81%	Increased
620	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$11.4M	-$9.45K	4	0.58%	Reduced
621	PCM Penn Capital Management Philadelphia, Pennsylvania	$11.4M	+$9.95M	3	0.43%	Increased
622	OPCM Osborne Partners Capital Management San Francisco, California	$11.4M	-$34.3K	1	1.49%	Reduced
623	CPP Crow Point Partners Boston, Massachusetts	$11.3M	+$10.8M	1	1.47%	New
624	FCI Financial Counselors Inc Overland Park, Kansas	$11.3M	-$1.54M	4	0.81%	Reduced
625	CEP Chicago Equity Partners Chicago, Illinois	$11.3M	+$954K	3	0.31%	Increased