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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	CFG Cambridge Financial Group Columbus, Ohio	$6.7M	-$403K	1	3.42%	Reduced
752	NB NBT Bank Norwich, New York	$6.69M	-$985K	4	0.96%	Reduced
753	SRC Stone Run Capital New York	$6.68M	+$321K	3	4.71%	Increased
754	Cambridge Investment Research Advisors Fairfield, Iowa	$6.63M	+$345K	8	0.27%	Increased
755	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$6.57M	+$4.9M	2	0.35%	Increased
756	FLII First Long Island Investors Jericho, New York	$6.54M	-$528K	1	1.65%	Reduced
757	SAM Sentinel Asset Management Montpelier, Vermont	$6.53M	-$1.12M	2	0.13%	Reduced
758	Sumitomo Life Insurance Tokyo, Japan	$6.53M	+$548K	3	0.59%	Increased
759	FAAM First Allied Asset Management San Diego, California	$6.5M	+$5.88M	1	0.93%	New
760	SMI Shelter Mutual Insurance Columbia, Missouri	$6.49M	$0	1	1.72%	Maintained
761	EWM Endurance Wealth Management Providence, Rhode Island	$6.48M	-$127K	1	1.28%	Reduced
762	BWP Baldwin Wealth Partners Marion, Massachusetts	$6.47M	+$1.46M	7	1.04%	Increased
763	VAM Visium Asset Management New York	$6.45M	-$14.6M	5	0.13%	Reduced
764	PEAK6 Group Chicago, Illinois	$6.44M	+$7.48K	10	0.04%	Increased
765	Reinhart Partners Mequon, Wisconsin	$6.43M	+$3.61M	1	0.51%	Increased
766	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$6.38M	$0	1	0.53%	Maintained
767	AL Agran Libbie Santa Monica, California	$6.38M	-$162K	3	1.68%	Reduced
768	CFA Carroll Financial Associates Charlotte, North Carolina	$6.35M	+$350K	5	2.26%	Increased
769	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$6.33M	-$90.5K	2	1.43%	Reduced
770	SCM Salem Capital Management Woburn, Massachusetts	$6.31M	+$135K	1	2.72%	Increased
771	KCM Kanawha Capital Management Richmond, Virginia	$6.28M	+$143K	3	1.2%	Increased
772	Jefferies Group New York	$6.27M	+$1.44M	9	0.04%	Increased
773	SHA Smith Hayes Advisers Lincoln, Nebraska	$6.24M	+$65.3K	3	2.05%	Increased
774	TFA Toth Financial Advisory Leesburg, Virginia	$6.24M	+$61.9K	3	2.65%	Increased
775	ID Integral Derivatives New York	$6.15M	+$5.61M	1	0.08%	New