u/FunIcy6154 · 22d ago5 prior · awaiting results
“Essential Utilities 10% of water portfolio (modest £1,500 position building to 10% of overall portfolio)”
Water shortages thesis
Essential Utilities gains from EPA PFAS compliance spending and municipal capex mandates, with regulated rate-base visibility providing dividend earnings. Defensive utility position in a water infrastructure capex supercycle.
Now $41.7013m ago