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The Regulated Monopolies — Water Utilities in a Datacenter Boom · The Water Crisis — Datacenters, Fabs, Desal & PFAS

AWR

American States Water
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California regulated water + US military bases. 70+ years of dividend increases.

What they do

California-focused water plus military-base contracts. One of the longest dividend-increase streaks in any sector (70+ years). California water rights and SGMA tailwinds. Lower-beta dividend-growth core holding.