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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
726	KLC Knowledge Leaders Capital Denver, Colorado	$8.61M	+$959K	1	2.87%	Increased
727	OI Oakbrook Investments Lisle, Illinois	$8.55M	+$1.29M	7	0.52%	Increased
728	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$8.52M	-$194K	4	1.04%	Reduced
729	KCM Kanawha Capital Management Richmond, Virginia	$8.51M	-$187K	3	1.43%	Reduced
730	BRCM Bright Rock Capital Management Hanover, Massachusetts	$8.48M	+$51.9K	2	2.69%	Increased
731	ESCM Echo Street Capital Management New York	$8.44M	-$8.91M	2	0.36%	Reduced
732	AIM Arcadia Investment Management Kalamazoo, Michigan	$8.38M	-$562K	5	2.78%	Reduced
733	Sentry Investments Toronto, Ontario, Canada	$8.36M	+$2.7M	1	0.07%	Increased
734	ASA Armstrong Shaw Associates New Canaan, Connecticut	$8.34M	-$135K	1	2.07%	Reduced
735	FWCM First Western Capital Management Los Angeles, California	$8.33M	-$418K	2	3.25%	Reduced
736	HIC Harvey Investment Company Louisville, Kentucky	$8.29M	-$147K	2	1.76%	Reduced
737	OPCM Osborne Partners Capital Management San Francisco, California	$8.19M	-$134K	1	1.23%	Reduced
738	Quantbot Technologies New York	$8.16M	-$500K	8	0.91%	Reduced
739	HMS Hanseatic Management Services Albuquerque, New Mexico	$8.16M	+$1.08M	7	2.91%	Increased
740	RB Rodgers Brothers Harmony, Pennsylvania	$8.15M	+$70.3K	3	3.28%	Increased
741	ANBT American National Bank & Trust Wichita Falls, Texas	$8.14M	+$2.05M	4	2.72%	Increased
742	LAM Lapides Asset Management Greenwich, Connecticut	$8.02M	-$210K	2	1.36%	Reduced
743	Bradley Foster & Sargent Hartford, Connecticut	$8.01M	+$185K	5	0.35%	Increased
744	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$8M	-$54.9K	1	0.66%	Reduced
745	AP Appleton Partners Boston, Massachusetts	$7.96M	+$103K	4	1.5%	Increased
746	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$7.95M	-$475K	3	1.45%	Reduced
747	Greenleaf Trust Kalamazoo, Michigan	$7.91M	+$7.31M	2	0.21%	Increased
748	WAM Weatherly Asset Management Del Mar, California	$7.89M	+$165K	4	2.62%	Increased
749	HM Payson & Co Portland, Maine	$7.86M	-$19.2K	4	0.38%	Reduced
750	PWP Private Wealth Partners Mill Valley, California	$7.83M	-$1.79K	3	1.88%	Reduced