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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	Lighthouse Investment Partners Palm Beach Gardens, Florida	$27.3M	+$4.38M	6	0.95%	Increased
602	MC Middleton & Co Boston, Massachusetts	$27.3M	+$378K	6	3.11%	Increased
603	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$27.1M	+$8.95M	12	1.48%	Increased
604	WP Waycross Partners Louisville, Kentucky	$27.1M	+$890K	1	2.59%	Increased
605	NPF Norris Perne & French Grand Rapids, Michigan	$27M	-$571K	1	1.32%	Reduced
606	CCM Cinctive Capital Management New York	$26.9M	-$5.7M	4	1.75%	Reduced
607	MUFG Securities EMEA London, United Kingdom	$26.9M	-$43M	9	0.4%	Reduced
608	London Company of Virginia Richmond, Virginia	$26.8M	+$25.5M	1	0.17%	New
609	EU Emory University Atlanta, Georgia	$26.8M	$0	1	10.02%	Maintained
610	MAP Managed Asset Portfolios Rochester, Michigan	$26.7M	+$1.47M	1	3.2%	Increased
611	Rakuten Investment Management Tokyo, Japan	$26.6M	-$5.96M	5	0.05%	Reduced
612	Evergreen Capital Management Bellevue, Washington	$26.6M	+$8.69M	15	0.58%	Increased
613	Scotia Capital Toronto, Ontario, Canada	$26.5M	-$86.6K	7	0.11%	Reduced
614	AAM AMI Asset Management Los Angeles, California	$26.5M	-$900K	1	1.69%	Reduced
615	Wilmington Savings Fund Society Wilmington, Delaware	$26.4M	-$520K	16	0.63%	Reduced
616	TCM Tensile Capital Management Larkspur, California	$26.4M	+$10.9M	1	3.78%	Increased
617	Mesirow Financial Investment Management Chicago, Illinois	$26.3M	+$1.74M	8	0.43%	Increased
618	HP Hikari Power Tokyo, Japan	$26.3M	-$6.1M	3	2.29%	Reduced
619	SIC SFE Investment Counsel Los Angeles, California	$26.1M	+$2.31M	5	4.11%	Increased
620	Allworth Financial Folsom, California	$25.8M	+$1.56M	41	0.1%	Increased
621	TFA Toth Financial Advisory Leesburg, Virginia	$25.6M	-$786K	10	2.81%	Reduced
622	NAAA New Age Alpha Advisors Rye, New York	$25.4M	-$5.47M	16	1.18%	Reduced
623	Parallel Advisors San Francisco, California	$25.2M	-$454K	37	0.45%	Reduced
624	KCM Kanawha Capital Management Richmond, Virginia	$25.1M	+$453K	3	1.77%	Increased
625	Sanctuary Advisors Indianapolis, Indiana	$25M	-$1.44M	20	0.13%	Reduced