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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	AOI Auto-Owners Insurance Lansing, Michigan	$21M	$0	2	0.44%	Maintained
677	IP Isthmus Partners Madison, Wisconsin	$20.9M	+$12.5M	8	2.19%	Increased
678	Thompson Siegel & Walmsley Richmond, Virginia	$20.9M	-$44.6M	5	0.37%	Reduced
679	iA Global Asset Management Quebec, Quebec, Canada	$20.8M	-$7.07M	5	0.3%	Reduced
680	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$20.8M	+$611K	8	0.15%	Increased
681	WhitTier Trust Company Reno, Nevada	$20.8M	+$1.97M	23	0.43%	Increased
682	BST Bath Savings Trust Bath, Maine	$20.8M	-$152K	2	2.22%	Reduced
683	Brinker Capital Investments Berwyn, Pennsylvania	$20.7M	-$4.39M	14	0.18%	Reduced
684	Conestoga Capital Advisors Wayne, Pennsylvania	$20.7M	-$1.5M	4	0.41%	Reduced
685	Callan Family Office Radnor, Pennsylvania	$20.6M	+$3.07M	12	0.47%	Increased
686	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$20.5M	-$933K	1	2.26%	Reduced
687	YIA YHB Investment Advisors West Hartford, Connecticut	$20.5M	-$1.93M	4	1.47%	Reduced
688	TD Waterhouse Canada Toronto, Ontario, Canada	$20.4M	+$3.92M	27	0.06%	Increased
689	Evercore Wealth Management New York	$20.3M	-$1.55M	6	0.32%	Reduced
690	GIA GHP Investment Advisors Denver, Colorado	$20.2M	-$159K	16	0.83%	Reduced
691	WDA Wendell David Associates Portsmouth, New Hampshire	$20.2M	+$480K	2	2.2%	Increased
692	Fundsmith Investment Services Grande Riviere Noire, Mauritius	$20.2M	$0	1	0.46%	Maintained
693	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$20.2M	+$12M	2	1.14%	Increased
694	Stratos Wealth Partners Beachwood, Ohio	$20.1M	+$3.68M	13	0.23%	Increased
695	One Capital Management Westlake Village, California	$20.1M	+$3.31M	5	0.55%	Increased
696	TCCM Two Creeks Capital Management New York	$20M	+$21.8M	1	2.06%	New
697	LG LaFleur & Godfrey Grand Rapids, Michigan	$20M	-$273K	2	2.49%	Reduced
698	Boothbay Fund Management New York	$20M	-$2.47K	12	0.26%	Reduced
699	GWI Grace & White Inc Ny, New York	$20M	-$759K	1	3.53%	Reduced
700	RIG Renaissance Investment Group Lenox, Massachusetts	$19.9M	+$210K	4	4.28%	Increased