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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	PIP Palisades Investment Partners Santa Monica, California	$17.5M	+$100K	4	8.8%	Increased
727	Kestra Private Wealth Services Austin, Texas	$17.5M	+$998K	12	0.29%	Increased
728	Jensen Investment Management Lake Oswego, Oregon	$17.5M	-$158K	1	0.19%	Reduced
729	BOK Financial Tulsa, Oklahoma	$17.4M	-$4.28M	22	0.31%	Reduced
730	Nomura Holdings Tokyo, Japan	$17.4M	-$9.15M	11	0.03%	Reduced
731	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$17.3M	-$3.94M	6	1.04%	Reduced
732	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$17.3M	+$238K	3	2.68%	Increased
733	SG Sienna Gestion Paris, France	$17.3M	-$1.12M	4	1.4%	Reduced
734	RBCM Raub Brock Capital Management Larkspur, California	$17.3M	-$854K	1	3.86%	Reduced
735	SCM Sone Capital Management New York	$17.2M	-$23.4M	3	1.77%	Reduced
736	UAS United Asset Strategies Garden City, New York	$17.2M	-$1.85M	3	1.6%	Reduced
737	KLWA Kelly Lawrence W & Associates Pasadens, California	$17.2M	-$368K	3	4.18%	Reduced
738	Stratos Wealth Partners Beachwood, Ohio	$17.1M	-$20.6K	14	0.26%	Reduced
739	IHL Investment House LLC Redondo Beach, California	$17.1M	+$156K	1	0.97%	Increased
740	Hudson Bay Capital Management Stamford, Connecticut	$17M	+$5.39M	4	0.05%	Increased
741	SCPM Sea Cliff Partners Management San Francisco, California	$17M	+$6.28M	1	6.09%	Increased
742	AC Avenir Corporation Alexandria, Virginia	$16.9M	-$985K	1	1.78%	Reduced
743	Cooke & Bieler Philadelphia, Pennsylvania	$16.9M	+$1.42M	1	0.17%	Increased
744	Sterling Capital Management Charlotte, North Carolina	$16.7M	-$6.45M	36	0.26%	Reduced
745	Stephens Investment Management Group Houston, Texas	$16.6M	+$918K	1	0.24%	Increased
746	APF Alaska Permanent Fund Juneau, Alaska	$16.5M	$0	2	0.23%	Maintained
747	LWA Ledgewood Wealth Advisors Exeter, New Hampshire	$16.5M	+$191K	2	10.64%	Increased
748	Atria Wealth Solutions New York	$16.5M	-$1.08M	12	0.2%	Reduced
749	RR Robotti Robert	$16.5M	+$44K	1	3.3%	Increased
750	AC AltraVue Capital Bellevue, Washington	$16.5M	-$1.83M	1	1.65%	Reduced