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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
1151	HCM Hodges Capital Management Dallas, Texas	$2.25M	-$3.85M	1	0.1%	Reduced
1152	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$2.25M	$0	1	2.09%	Maintained
1153	BA Bristlecone Advisors Bellevue, Washington	$2.23M	+$486K	2	0.88%	Increased
1154	CC Cannell & Co New York	$2.23M	+$50.3K	4	0.08%	Increased
1155	One Capital Management Westlake Village, California	$2.22M	+$22.9K	1	0.09%	Increased
1156	NIS National Investment Services Milwaukee, Wisconsin	$2.22M	-$35.7K	1	2.57%	Reduced
1157	SIG Sky Investment Group Hartford, Connecticut	$2.21M	+$343K	1	1.1%	Increased
1158	Busey Bank Urbana, Illinois	$2.21M	+$107K	2	0.29%	Increased
1159	WIS Wright Investors Service Shelton, Connecticut	$2.21M	+$285K	1	0.87%	Increased
1160	Verition Fund Management Greenwich, Connecticut	$2.19M	+$1.79M	4	0.35%	Increased
1161	Mondrian Investment Partners London, United Kingdom	$2.18M	+$2.07M	1	0.05%	Increased
1162	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$2.18M	-$77.2K	3	1.76%	Reduced
1163	FIM Frontier Investment Management Dallas, Texas	$2.18M	-$73.7K	2	0.29%	Reduced
1164	MLIC Mandatum Life Insurance Company Helsinki, Finland	$2.17M	$0	1	0.29%	Maintained
1165	SCM Schnieders Capital Management Pasadena, California	$2.16M	-$1.1M	2	1.28%	Reduced
1166	DDC Daniel Devine & Co Parkland, Florida	$2.16M	-$2.66K	1	1.41%	Reduced
1167	SIRP Shelter Insurance Retirement Plan Columbia, Missouri	$2.16M	$0	1	1%	Maintained
1168	AC Addison Capital Conshohocken, Pennsylvania	$2.15M	-$14.3K	1	1.64%	Reduced
1169	GAM Gould Asset Management Claremont, California	$2.14M	-$234K	3	1.16%	Reduced
1170	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$2.11M	-$110K	1	0.75%	Reduced
1171	Rathbones Group Liverpool, United Kingdom	$2.11M	+$328K	2	0.13%	Increased
1172	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$2.1M	+$518K	1	0.94%	Increased
1173	TIAA CREF Trust St Louis, Missouri	$2.08M	+$14K	1	0.02%	Increased
1174	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$2.08M	-$71.1K	1	0.77%	Reduced
1175	Blackhill Capital Morristown, New Jersey	$2.08M	$0	5	0.34%	Maintained