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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
626	PSC Prentiss Smith & Co Brattleboro, Vermont	$26.8M	-$41.5K	3	14.71%	Reduced
627	SIC SFE Investment Counsel Los Angeles, California	$26.7M	+$1.21M	5	3.61%	Increased
628	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$26.7M	-$341K	1	1.11%	Reduced
629	Scotia Capital Toronto, Ontario, Canada	$26.6M	-$297K	7	0.1%	Reduced
630	KCM Kanawha Capital Management Richmond, Virginia	$26.6M	+$587K	3	1.73%	Increased
631	Beacon Pointe Advisors Newport Beach, California	$26.6M	-$9.34M	13	0.12%	Reduced
632	Curi RMB Capital Chicago, Illinois	$26.5M	+$7.07M	11	0.41%	Increased
633	Aristotle Atlantic Partners Sarasota, Florida	$26.4M	-$1.14M	3	1.1%	Reduced
634	OAM Ophir Asset Management Sydney, Australia	$26.3M	-$30.1M	1	2.16%	Reduced
635	VHMC Value Holdings Management Company Hampton Bays, New York	$26.2M	$0	1	4.38%	Maintained
636	Inspire Investing Meridian, Idaho	$26.2M	+$3.37M	27	1.08%	Increased
637	SAM Scopus Asset Management New York	$26.1M	-$21.8M	1	0.37%	Reduced
638	Fundsmith LLP London, United Kingdom	$25.9M	+$4.21M	1	0.19%	Increased
639	Summit Trail Advisors New York	$25.7M	+$2.7M	14	0.32%	Increased
640	Kestra Private Wealth Services Austin, Texas	$25.6M	+$812K	10	0.28%	Increased
641	Commerce Bank Kansas City, Missouri	$25.5M	-$4M	11	0.11%	Reduced
642	Mesirow Financial Investment Management Chicago, Illinois	$25.4M	-$710K	7	0.4%	Reduced
643	GWI Grace & White Inc Ny, New York	$25.4M	-$3.43M	1	4.01%	Reduced
644	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$25.1M	+$7.37M	7	0.48%	Increased
645	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$25.1M	+$5.18M	3	1.37%	Increased
646	QRG Capital Management Chicago, Illinois	$25M	-$4.8M	14	0.21%	Reduced
647	ET Entropy Technologies New York	$24.8M	+$2.68M	12	0.99%	Increased
648	CCA Canyon Capital Advisors Dallas, Texas	$24.6M	+$25.2M	1	2.79%	New
649	Capstone Investment Advisors New York	$24.5M	-$27M	12	0.05%	Reduced
650	Y-Intercept (HK) Hong Kong	$24.5M	-$26.9M	15	0.48%	Reduced