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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	Wilmington Savings Fund Society Wilmington, Delaware	$12.2M	-$347K	5	0.68%	Reduced
602	CIBC Asset Management Toronto, Ontario, Canada	$12.2M	-$3.16M	8	0.08%	Reduced
603	HA Heartland Advisors Milwaukee, Wisconsin	$12M	$0	1	0.24%	Maintained
604	BFO Boston Family Office Boston, Massachusetts	$12M	+$395K	3	1.5%	Increased
605	AWCI Alpine Woods Capital Investors Purchase, New York	$12M	-$431K	3	0.62%	Reduced
606	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$11.9M	+$17K	4	0.6%	Increased
607	PDM Penn Davis McFarland Dallas, Texas	$11.9M	+$57.4K	1	2.61%	Increased
608	Markel Group Glen Allen, Virginia	$11.8M	+$1.31M	1	0.3%	Increased
609	Stock Yards Bank & Trust Louisville, Kentucky	$11.8M	+$160K	3	1.67%	Increased
610	Cullen/Frost Bankers San Antonio, Texas	$11.7M	+$962K	4	0.45%	Increased
611	WI Wafra Inc New York	$11.7M	$0	1	1.21%	Maintained
612	DSI Daiwa SB Investments Tokyo, Japan	$11.7M	-$2.74M	3	1.88%	Reduced
613	Bradley Foster & Sargent Hartford, Connecticut	$11.7M	+$2.73M	4	0.55%	Increased
614	FCI Financial Counselors Inc Overland Park, Kansas	$11.6M	+$649K	5	0.74%	Increased
615	PWP Private Wealth Partners Mill Valley, California	$11.5M	+$4.61M	4	2.71%	Increased
616	SAM Securian Asset Management St Paul, Minnesota	$11.5M	+$89K	7	0.36%	Increased
617	CPM Chesapeake Partners Management Baltimore, Maryland	$11.4M	+$9.62M	1	0.44%	Increased
618	HA Halsey Associates New Haven, Connecticut	$11.4M	-$56K	1	2.5%	Reduced
619	OA OFI Advisors Philadelphia, Pennsylvania	$11.4M	+$1.83M	13	0.73%	Increased
620	PAM Private Asset Management San Diego, California	$11.3M	+$1.16M	2	1.8%	Increased
621	MLM Mount Lucas Management Newtown, Pennsylvania	$11.2M	-$5.33M	2	1.24%	Reduced
622	OPCM Osborne Partners Capital Management San Francisco, California	$11.2M	+$202K	1	1.35%	Increased
623	TAM Third Avenue Management New York	$11.2M	-$21.4M	2	0.28%	Reduced
624	Cambridge Investment Research Advisors Fairfield, Iowa	$11.1M	-$181K	10	0.34%	Reduced
625	AAM Ardevora Asset Management London, United Kingdom	$11M	+$11.1M	2	2.4%	New