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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	TCOV Trust Company of Vermont Brattleboro, Vermont	$14.6M	+$436K	10	1.09%	Increased
677	KLWA Kelly Lawrence W & Associates Pasadens, California	$14.5M	+$5.24M	4	3.44%	Increased
678	PFM Parsec Financial Management Asheville, North Carolina	$14.5M	+$88.4K	4	0.74%	Increased
679	Crawford Investment Counsel Atlanta, Georgia	$14.5M	+$154K	4	0.33%	Increased
680	XI XXEC Inc Tulsa, Oklahoma	$14.4M	+$401K	3	10.11%	Increased
681	Moore Capital Management New York	$14.3M	+$13.6M	1	0.18%	New
682	BCM Bourgeon Capital Management Darien, Connecticut	$14.3M	-$60.2K	4	3.18%	Reduced
683	Cooke & Bieler Philadelphia, Pennsylvania	$14.3M	+$2.39M	1	0.14%	Increased
684	MPAM Monarch Partners Asset Management Boston, Massachusetts	$14.2M	-$4.16M	3	2.14%	Reduced
685	SFM Systematic Financial Management Teaneck, New Jersey	$14.2M	-$1.63M	2	0.52%	Reduced
686	AR Advisory Research Chicago, Illinois	$13.9M	-$221K	1	0.98%	Reduced
687	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$13.9M	-$720K	5	1.09%	Reduced
688	ACP Ashfield Capital Partners San Francisco, California	$13.8M	-$272K	7	1.1%	Reduced
689	Picton Mahoney Asset Management Toronto, Ontario, Canada	$13.8M	-$7.32M	1	0.66%	Reduced
690	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$13.7M	-$1.85M	3	1.11%	Reduced
691	Adams Diversified Equity Fund Baltimore, Maryland	$13.7M	+$13.6M	1	0.59%	New
692	DP DDD Partners Bellevue, Washington	$13.7M	+$209K	1	2.34%	Increased
693	M MOTCO San Antonio, Texas	$13.7M	+$334K	7	0.97%	Increased
694	LCG Lisanti Capital Growth New York	$13.7M	+$2.3M	1	1.75%	Increased
695	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$13.5M	+$7.08M	3	0.08%	Increased
696	SouthState Corp Winter Haven, Florida	$13.4M	+$604K	5	1.25%	Increased
697	Bradley Foster & Sargent Hartford, Connecticut	$13.4M	-$252K	5	0.34%	Reduced
698	TPCM Three Peaks Capital Management Castle Rock, Colorado	$13.3M	-$3.25M	5	4.2%	Reduced
699	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$13.3M	+$460K	7	2.54%	Increased
700	CCB Cutter & Co Brokerage Ballwin, Missouri	$13.3M	+$185K	6	3.24%	Increased