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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	Smith Salley Wealth Management Greensboro, North Carolina	$28.2M	-$1.07M	4	1.4%	Reduced
602	Local Pensions Partnership Investment London, United Kingdom	$28.2M	$0	1	0.5%	Maintained
603	Commerce Bank Kansas City, Missouri	$28.2M	-$5.02M	13	0.16%	Reduced
604	Hotchkis & Wiley Capital Management Los Angeles, California	$28.2M	-$2.03M	4	0.08%	Reduced
605	BCM Brown Capital Management Baltimore, Maryland	$28M	-$32.2M	2	2.3%	Reduced
606	Railway Pension Investments London, United Kingdom	$27.9M	$0	2	0.33%	Maintained
607	SCM Sirios Capital Management Boston, Massachusetts	$27.9M	+$2.5M	1	3.48%	Increased
608	GIP Granite Investment Partners El Segundo, California	$27.7M	+$637K	6	1.64%	Increased
609	DP DDD Partners Bellevue, Washington	$27.7M	-$190K	1	1.76%	Reduced
610	WAM Weatherly Asset Management Del Mar, California	$27.7M	+$222K	3	2.13%	Increased
611	Parallel Advisors San Francisco, California	$27.6M	-$1.41M	35	0.51%	Reduced
612	Wedge Capital Management Charlotte, North Carolina	$27.5M	+$1.1M	4	0.49%	Increased
613	MAM Montanaro Asset Management London, United Kingdom	$27.3M	-$2.64M	5	7.61%	Reduced
614	Wilmington Savings Fund Society Wilmington, Delaware	$27.3M	-$4.34M	16	0.64%	Reduced
615	Scotia Capital Toronto, Ontario, Canada	$27.3M	+$948K	8	0.11%	Increased
616	VCP Varenne Capital Partners Paris, France	$27.2M	+$28.8M	1	5.23%	New
617	NPF Norris Perne & French Grand Rapids, Michigan	$27.2M	-$724K	1	1.8%	Reduced
618	Sanctuary Advisors Indianapolis, Indiana	$27.1M	-$4.48M	19	0.15%	Reduced
619	AAM AMI Asset Management Los Angeles, California	$27M	-$1.34M	1	1.53%	Reduced
620	Y-Intercept (HK) Hong Kong	$27M	-$9.23M	15	0.6%	Reduced
621	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$27M	-$1.7M	1	2.7%	Reduced
622	Jain Global New York	$26.9M	+$4.08M	8	0.13%	Increased
623	Destination Wealth Management Walnut Creek, California	$26.9M	+$583K	2	0.7%	Increased
624	Diamond Hill Capital Management Columbus, Ohio	$26.9M	+$13.4M	3	0.14%	Increased
625	CCS Concentric Capital Strategies Stamford, Connecticut	$26.8M	-$19.7M	3	1.29%	Reduced