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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	PA Prism Advisors Studio City, California	$18.5M	+$1.44M	3	4.95%	Increased
727	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$18.5M	-$634K	3	1.85%	Reduced
728	UAS United Asset Strategies Garden City, New York	$18.5M	+$333K	3	1.47%	Increased
729	QPBE Quintet Private Bank (Europe) Luxembourg	$18.4M	-$2.19M	3	1.23%	Reduced
730	MFC Mechanics Financial Corp Mansfield, Ohio	$18.3M	$0	2	7.66%	Maintained
731	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$18.2M	-$31K	13	0.28%	Reduced
732	Clifford Swan Investment Counsel Pasadena, California	$18.1M	-$326K	3	0.62%	Reduced
733	PIP Palisades Investment Partners Santa Monica, California	$18.1M	+$978K	4	7.09%	Increased
734	VHAM Van Hulzen Asset Management El Dorado Hills, California	$18M	+$4.85M	7	1.34%	Increased
735	IHL Investment House LLC Redondo Beach, California	$18M	-$53.9K	1	0.94%	Reduced
736	HB Wealth Management Atlanta, Georgia	$17.9M	-$353K	13	0.12%	Reduced
737	ORI Oak Ridge Investments Chicago, Illinois	$17.9M	-$337K	2	1.19%	Reduced
738	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$17.9M	+$3.51M	2	1.48%	Increased
739	Badgley Phelps Wealth Managers Seattle, Washington	$17.9M	-$156K	2	0.36%	Reduced
740	Ghisallo Capital Management Boston, Massachusetts	$17.9M	+$5.44M	3	0.49%	Increased
741	BCC Bridge City Capital Lake Oswego, Oregon	$17.8M	+$1.93M	5	4.95%	Increased
742	HCM Hutchinson Capital Management San Rafael, California	$17.8M	-$378K	2	3.28%	Reduced
743	Jefferies Financial Group New York	$17.8M	+$1.21M	6	0.12%	Increased
744	LIA LS Investment Advisors Bloomfield Hills, Michigan	$17.8M	-$5.79M	2	2.66%	Reduced
745	OL one8zero8 LLC Greensboro, North Carolina	$17.8M	-$345K	2	3.96%	Reduced
746	CS Central Securities New York	$17.7M	$0	1	1.46%	Maintained
747	CCS Concentric Capital Strategies Stamford, Connecticut	$17.7M	-$9.33M	8	1.49%	Reduced
748	HTI Hikari Tsushin Inc Tokyo, Japan	$17.7M	$0	4	1.22%	Maintained
749	Generali Asset Management Trieste, Italy	$17.7M	-$1.15M	7	0.37%	Reduced
750	DLP De Lisle Partners Poole, United Kingdom	$17.6M	+$952K	3	2.11%	Increased