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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	MRCM M&R Capital Management Summit, New Jersey	$7.26M	-$360K	2	1.9%	Reduced
727	BPM Bowling Portfolio Management Cincinnati, Ohio	$7.24M	-$5.18K	2	1.78%	Reduced
728	Daiwa Capital Markets America New York	$7.24M	+$6.77M	8	0.06%	New
729	Daiwa Securities Group Tokyo, Japan	$7.24M	-$703K	8	0.06%	Reduced
730	QIM Quantitative Investment Management Charlottesville, Virginia	$7.15M	+$3.74M	4	0.69%	Increased
731	SIM Sentry Investment Management Stevens Point, Wisconsin	$7.14M	-$244K	6	0.39%	Reduced
732	Wedbush Securities Los Angeles, California	$7.11M	+$71.7K	5	1.68%	Increased
733	Hancock Whitney Gulfport, Mississippi	$7.11M	+$6.02M	1	0.29%	Increased
734	WCM Windward Capital Management Los Angeles, California	$7.09M	-$130K	2	2.46%	Reduced
735	V ValueWorks New York	$7.04M	-$20.2K	1	3.83%	Reduced
736	HIC Harvey Investment Company Louisville, Kentucky	$7M	+$176K	2	1.86%	Increased
737	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$6.93M	+$763K	1	3.33%	Increased
738	PCM Palouse Capital Management Spokane, Washington	$6.92M	-$62.5K	1	2.64%	Reduced
739	AAM Augustine Asset Management Jacksonville, Florida	$6.89M	-$287K	2	4.1%	Reduced
740	First Allied Advisory Services San Diego, California	$6.84M	+$1.82M	4	0.55%	Increased
741	OAMG Odey Asset Management Group London, United Kingdom	$6.84M	$0	1	0.14%	Maintained
742	SFP Santa Fe Partners Santa Fe, New Mexico	$6.83M	+$4.41M	4	1.12%	Increased
743	Emerald Advisers Leola, Pennsylvania	$6.79M	+$945K	2	0.37%	Increased
744	ST Stifel Trust St. Louis, Missouri	$6.78M	+$224K	8	1.27%	Increased
745	Jones Financial Companies Des Peres, Missouri	$6.77M	+$391K	3	0.06%	Increased
746	Park National Corp Newark, Ohio	$6.76M	-$189K	4	0.48%	Reduced
747	CIC Chase Investment Counsel Charlottesville, Virginia	$6.75M	-$548K	2	2%	Reduced
748	LNB Ledyard National Bank	$6.75M	-$53.9K	8	1.12%	Reduced
749	KCM Kempner Capital Management Galveston, Texas	$6.73M	-$332K	1	2.86%	Reduced
750	PWS Peloton Wealth Strategists Indianapolis, Indiana	$6.72M	-$620K	2	5.44%	Reduced