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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	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$22.1M	+$37.1K	1	1.7%	Increased
627	First National Bank of Omaha Omaha, Nebraska	$22M	+$3.09M	6	1.5%	Increased
628	Wealthfront Advisers Palo Alto, California	$21.9M	-$255K	9	0.08%	Reduced
629	LM Lansing Management New York	$21.8M	-$1.39M	1	21.18%	Reduced
630	NGM North Growth Management Vancouver, British Columbia, Canada	$21.8M	-$344K	2	4.15%	Reduced
631	TC TownSquare Capital Provo, Utah	$21.6M	+$3.22M	10	0.32%	Increased
632	Cooke & Bieler Philadelphia, Pennsylvania	$21.6M	-$561K	1	0.2%	Reduced
633	HTI Hikari Tsushin Inc Tokyo, Japan	$21.6M	+$5.44M	4	1.71%	Increased
634	Park National Corp Newark, Ohio	$21.5M	-$1M	4	0.83%	Reduced
635	PAIM Punch & Associates Investment Management Edina, Minnesota	$21.5M	-$568K	1	1.22%	Reduced
636	DAM Delta Asset Management Memphis, Tennessee	$21.5M	-$149K	8	1.9%	Reduced
637	ST Sabal Trust St. Petersburg, Florida	$20.9M	+$20.5M	2	1.22%	Increased
638	YIA YHB Investment Advisors West Hartford, Connecticut	$20.8M	-$1.17M	5	1.84%	Reduced
639	HA Heartland Advisors Milwaukee, Wisconsin	$20.6M	-$4.47M	2	1.08%	Reduced
640	UMB Bank Kansas City, Missouri	$20.5M	-$10.6M	24	0.32%	Reduced
641	NCM Novare Capital Management Charlotte, North Carolina	$20.5M	+$1.57M	1	1.85%	Increased
642	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$20.5M	-$530K	6	1.16%	Reduced
643	LIM Lathrop Investment Management Little Rock, Arkansas	$20.5M	-$1.03M	1	3.96%	Reduced
644	Lido Advisors Los Angeles, California	$20.5M	-$1.93M	13	0.12%	Reduced
645	WesBanco Bank Wheeling, West Virginia	$20.4M	+$15.6M	8	0.77%	Increased
646	LG LaFleur & Godfrey Grand Rapids, Michigan	$20.4M	-$1.9M	2	3.02%	Reduced
647	WCCM Webs Creek Capital Management Dallas, Texas	$20.4M	+$2.47M	1	8.24%	Increased
648	CM Cercano Management Bellevue, Washington	$20.4M	+$17.8M	1	0.57%	New
649	MFC Mechanics Financial Corp Mansfield, Ohio	$20.3M	+$25.7K	2	10.54%	Increased
650	Hudson Bay Capital Management Stamford, Connecticut	$20.3M	+$7.03M	2	0.11%	Increased