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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
751	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$11.7M	-$16.8K	1	4.5%	Reduced
752	MCM Monarch Capital Management Fort Wayne, Indiana	$11.7M	-$186K	3	3.69%	Reduced
753	Raymond James Trust St. Petersburg, Florida	$11.7M	+$214K	8	0.45%	Increased
754	Cooke & Bieler Philadelphia, Pennsylvania	$11.7M	-$62K	1	0.13%	Reduced
755	AFG American Financial Group Cincinnati, Ohio	$11.6M	$0	1	1.5%	Maintained
756	LBD Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$11.6M	-$140K	3	1.77%	Reduced
757	Varma Mutual Pension Insurance Co Helsinki, Finland	$11.6M	+$11M	2	0.2%	New
758	CIS Connors Investor Services Wyomissing, Pennsylvania	$11.5M	+$102K	2	1.43%	Increased
759	SW SVB Wealth Boston, Massachusetts	$11.5M	-$836K	5	0.17%	Reduced
760	BRCM Bright Rock Capital Management Hanover, Massachusetts	$11.4M	-$1.19M	2	3.12%	Reduced
761	DP DDD Partners Bellevue, Washington	$11.4M	+$329K	1	2.25%	Increased
762	UBS O'Connor Chicago, Illinois	$11.4M	+$1.54M	3	0.23%	Increased
763	AIM Aigen Investment Management New York	$11.4M	+$1.24M	5	1.49%	Increased
764	TU TDAM USA Toronto, Ontario, Canada	$11.4M	-$50.4K	3	0.71%	Reduced
765	AWAM Appian Way Asset Management New York	$11.3M	-$4.15M	2	5.54%	Reduced
766	AWM Altavista Wealth Management Asheville, North Carolina	$11.3M	-$149K	3	2.86%	Reduced
767	Donaldson Capital Management Evansville, Indiana	$11.3M	+$155K	4	0.67%	Increased
768	PAR Capital Management Boston, Massachusetts	$11.2M	$0	1	0.33%	Maintained
769	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$11.2M	+$527K	4	1.47%	Increased
770	CCM Cinctive Capital Management New York	$11.2M	+$1.76M	2	0.91%	Increased
771	BII Bainco International Investors Boston, Massachusetts	$11.2M	+$436K	5	1.28%	Increased
772	CCM Carderock Capital Management Chevy Chase, Maryland	$11.2M	+$57K	2	3.37%	Increased
773	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$11.1M	-$596K	5	1.12%	Reduced
774	Buckingham Strategic Wealth Clayton, Missouri	$11.1M	+$614K	5	0.58%	Increased
775	Stephens Inc Little Rock, Arkansas	$11.1M	-$723K	8	0.2%	Reduced