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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
676	Jefferies Group New York	$12.2M	-$30.2M	5	0.14%	Reduced
677	FPFS First Personal Financial Services Charlotte, North Carolina	$12.1M	+$388K	7	4.14%	Increased
678	AC Avenir Corporation Alexandria, Virginia	$12M	+$3.36M	1	1.36%	Increased
679	MCM Mattern Capital Management Lakewood, Colorado	$11.9M	+$305K	3	3.45%	Increased
680	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$11.9M	-$14.1M	6	0.61%	Reduced
681	BMM Buffington Mohr McNeal Boise, Idaho	$11.8M	+$94.8K	3	3.31%	Increased
682	Guardian Capital (Canada) Toronto, Ontario, Canada	$11.8M	-$71K	2	0.3%	Reduced
683	FFA First Foundation Advisors Irvine, California	$11.7M	-$485K	4	0.61%	Reduced
684	SGAM Smith Group Asset Management Dallas, Texas	$11.7M	-$6.46M	4	0.64%	Reduced
685	Crawford Investment Counsel Atlanta, Georgia	$11.7M	-$6.18M	4	0.34%	Reduced
686	Klingenstein Fields & Co New York	$11.6M	+$26.6K	1	0.63%	Increased
687	Steward Partners Investment Advisory New York	$11.6M	+$585K	23	0.33%	Increased
688	SouthState Corp Winter Haven, Florida	$11.6M	+$1.3M	4	1.42%	Increased
689	Cooke & Bieler Philadelphia, Pennsylvania	$11.5M	+$5.66M	1	0.16%	Increased
690	Hancock Whitney Gulfport, Mississippi	$11.5M	-$6.47M	9	0.44%	Reduced
691	BRCM Bright Rock Capital Management Hanover, Massachusetts	$11.5M	$0	2	3.6%	Maintained
692	Castleark Management Chicago, Illinois	$11.5M	-$6.83M	2	0.5%	Reduced
693	ANRF Adams Natural Resources Fund Baltimore, Maryland	$11.5M	-$764K	2	2.99%	Reduced
694	BHB Bank Hapoalim BM Tel Aviv, Israel	$11.3M	$0	1	2.63%	Maintained
695	ETrade Capital Management Arlington, Virginia	$11.2M	-$500K	7	0.23%	Reduced
696	PAR Capital Management Boston, Massachusetts	$11.2M	-$7.25M	1	0.43%	Reduced
697	AIC AWM Investment Company New York	$11.2M	$0	1	1.96%	Maintained
698	Stephens Inc Little Rock, Arkansas	$11.2M	-$2.63M	9	0.24%	Reduced
699	CCM Carderock Capital Management Chevy Chase, Maryland	$11.1M	-$400K	2	4.09%	Reduced
700	MassMutual Private Wealth & Trust Windsor, Connecticut	$11.1M	+$429K	7	0.71%	Increased