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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
801	IPC Independent Portfolio Consultants Boca Raton, Florida	$6.26M	-$285K	9	1.25%	Reduced
802	Ferguson Wellman Capital Management Portland, Oregon	$6.24M	-$151K	1	0.26%	Reduced
803	SCM Salem Capital Management Woburn, Massachusetts	$6.22M	-$40.9K	1	3.23%	Reduced
804	PPCM Pillar Pacific Capital Management Pacifica, California	$6.21M	+$93.5K	2	1.07%	Increased
805	1M 13D Management New York	$6.19M	+$5.68M	1	1.39%	New
806	APCM Arbiter Partners Capital Management New York	$6.19M	+$5.68M	1	0.55%	New
807	SAM Security Asset Management New York	$6.17M	+$127K	2	5.71%	Increased
808	GD Grandfield & Dodd New York	$6.16M	-$2.03M	2	0.94%	Reduced
809	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$6.15M	-$26.7K	2	3.57%	Reduced
810	CBB Citizens Business Bank Ontario, California	$6.11M	+$19.3K	4	1.07%	Increased
811	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$6.1M	-$115K	2	1.81%	Reduced
812	DCM Dupont Capital Management Wilmington, Delaware	$6.09M	+$1.86M	3	0.13%	Increased
813	OA Oxbow Advisors Austin, Texas	$6.07M	+$6.07M	1	0.78%	New
814	BHTS Bar Harbor Trust Services Ellsworth, Maine	$6.07M	+$6.07M	1	2.69%	New
815	TCOV Trust Company of Vermont Brattleboro, Vermont	$6.07M	-$49.4K	12	0.88%	Reduced
816	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$6.04M	-$3.35M	4	0.75%	Reduced
817	FWCM First Western Capital Management Los Angeles, California	$6.01M	-$2.88M	2	1.93%	Reduced
818	SAM Solaris Asset Management New York	$5.96M	+$43.6K	4	3.69%	Increased
819	OCM Oakwood Capital Management Los Angeles, California	$5.94M	+$258K	1	1.54%	Increased
820	EP Elkhorn Partners Omaha, Nebraska	$5.92M	+$178K	2	3.54%	Increased
821	HBK Investments Dallas, Texas	$5.91M	-$9.36M	5	0.06%	Reduced
822	BCM Birmingham Capital Management Birmingham, Alabama	$5.9M	-$97.2K	1	2.3%	Reduced
823	PEAK6 Group Chicago, Illinois	$5.9M	-$2.2M	16	0.04%	Reduced
824	Donaldson Capital Management Evansville, Indiana	$5.89M	+$179K	2	0.84%	Increased
825	CC Cipher Capital New York	$5.89M	+$1.67M	4	0.81%	Increased