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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	RBA Richard Bernstein Advisors New York	$13.1M	$0	4	1.09%	Maintained
627	PC Pier Capital Stamford, Connecticut	$13M	+$6.04M	2	2.36%	Increased
628	Daiwa Securities Group Tokyo, Japan	$13M	-$4.24M	9	0.08%	Reduced
629	DA Denali Advisors San Diego, California	$13M	-$5.75M	3	2.26%	Reduced
630	VHMC Value Holdings Management Company Hampton Bays, New York	$13M	+$3.27M	1	5.18%	Increased
631	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$13M	-$280K	7	0.55%	Reduced
632	HP Hikari Power Tokyo, Japan	$12.9M	+$4.13M	1	1.84%	Increased
633	ARTA A.R.T. Advisors New York	$12.9M	+$11M	10	0.77%	Increased
634	KIA KCM Investment Advisors Greenbrae, California	$12.9M	-$123K	5	0.87%	Reduced
635	Mirae Asset Global Investments Seoul, South Korea	$12.9M	-$372K	3	0.29%	Reduced
636	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$12.9M	+$11.8M	1	1.47%	Increased
637	Menora Mivtachim Holdings Ramat Gan, Israel	$12.9M	+$12.4M	2	0.66%	New
638	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$12.8M	+$13.3M	1	1.49%	New
639	CS Central Securities New York	$12.8M	-$1.79M	1	2.56%	Reduced
640	CA CapWealth Advisors Franklin, Tennessee	$12.8M	-$268K	1	2.77%	Reduced
641	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$12.8M	-$87.4K	4	0.68%	Reduced
642	Mariner Overland Park, Kansas	$12.7M	+$517K	6	0.59%	Increased
643	QAM QCI Asset Management Pittsford, New York	$12.6M	+$276K	6	1.68%	Increased
644	Washington Trust Westerly, Rhode Island	$12.5M	+$274K	3	0.81%	Increased
645	Eastern Bank Boston, Massachusetts	$12.5M	-$146K	2	0.97%	Reduced
646	PAM Private Asset Management San Diego, California	$12.5M	-$846K	3	2.08%	Reduced
647	HCMNY Howard Capital Management (New York) New York	$12.5M	+$15.2K	2	2.21%	Increased
648	RIL Rothschild Investment LLC Chicago, Illinois	$12.4M	+$408K	2	1.5%	Increased
649	Voloridge Investment Management Jupiter, Florida	$12.3M	+$12.1M	3	0.26%	New
650	RCP Rothschild Capital Partners New York	$12.3M	-$2.43M	2	5.24%	Reduced