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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	MCM Monarch Capital Management Fort Wayne, Indiana	$7.23M	+$287K	2	2.76%	Increased
752	Sumitomo Life Insurance Tokyo, Japan	$7.22M	-$638K	3	0.88%	Reduced
753	AT Acadia Trust Portland, Maine	$7.21M	-$32.3K	1	2.67%	Reduced
754	1SB 1ST Source Bank South Bend, Indiana	$7.2M	-$42.1K	4	0.78%	Reduced
755	PCM Parsons Capital Management Providence, Rhode Island	$7.19M	-$579	7	0.95%	Reduced
756	LSA L & S Advisors Los Angeles, California	$7.19M	+$213K	1	1.83%	Increased
757	IA Icon Advisers Greenwood Village, Colorado	$7.18M	-$3.97M	4	0.45%	Reduced
758	CFA Carroll Financial Associates Charlotte, North Carolina	$7.18M	+$4.9M	8	1.61%	Increased
759	FNB First Niagara Bank Lockport, New York	$7.14M	-$946K	3	1.6%	Reduced
760	Intact Investment Management Montreal, Quebec, Canada	$7.08M	-$425K	1	0.29%	Reduced
761	VST Van Strum & Towne San Francisco, California	$7.07M	-$38K	2	4.35%	Reduced
762	PP PDT Partners New York	$7.07M	-$13.2M	6	0.18%	Reduced
763	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$7.05M	+$929K	3	0.49%	Increased
764	GAAM Guinness Atkinson Asset Management Pasadena, California	$7.04M	$0	1	3.24%	Maintained
765	SMI Shelter Mutual Insurance Columbia, Missouri	$7.04M	$0	1	2.12%	Maintained
766	Azimuth Capital Management Bloomfield Hills, Michigan	$6.99M	+$292K	2	0.68%	Increased
767	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$6.98M	-$153K	1	1.32%	Reduced
768	KCM Kempner Capital Management Galveston, Texas	$6.98M	+$1.44M	1	3.64%	Increased
769	PWP Private Wealth Partners Mill Valley, California	$6.96M	-$5.4M	3	1.57%	Reduced
770	SRC Stone Run Capital New York	$6.91M	$0	3	4.53%	Maintained
771	Private Advisor Group Morristown, New Jersey	$6.91M	+$551K	5	0.33%	Increased
772	VFM Viking Fund Management Minot, North Dakota	$6.86M	+$1.46M	1	0.91%	Increased
773	TFA Toth Financial Advisory Leesburg, Virginia	$6.83M	+$785K	3	2.28%	Increased
774	CAM Columbia Asset Management Ann Arbor, Michigan	$6.81M	-$7.51K	1	2.59%	Reduced
775	MC Martin Currie Edinburgh, United Kingdom	$6.81M	$0	1	0.65%	Maintained