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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	KCM Kempner Capital Management Galveston, Texas	$5.78M	$0	1	3.28%	Maintained
802	SHA Smith Hayes Advisers Lincoln, Nebraska	$5.78M	+$166K	4	1.25%	Increased
803	Driehaus Capital Management Chicago, Illinois	$5.78M	-$1.25M	2	0.21%	Reduced
804	SCM Sandler Capital Management New York	$5.78M	+$2.05M	1	0.67%	Increased
805	Mariner Overland Park, Kansas	$5.77M	+$916K	4	0.26%	Increased
806	TCOV Trust Company of Vermont Brattleboro, Vermont	$5.74M	-$81.3K	11	0.89%	Reduced
807	NB NBT Bank Norwich, New York	$5.72M	-$340K	4	1.07%	Reduced
808	AMI Amica Mutual Insurance Providence, Rhode Island	$5.72M	$0	4	0.55%	Maintained
809	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$5.71M	+$563K	1	2.53%	Increased
810	NCM Noesis Capital Mangement Boca Raton, Florida	$5.7M	-$673K	1	3.02%	Reduced
811	CYG Clean Yield Group Norwich, Vermont	$5.69M	-$148K	5	2.68%	Reduced
812	NPIC Neumeier Poma Investment Counsel Carmel, California	$5.68M	-$2.08M	1	1.07%	Reduced
813	MAP Managed Asset Portfolios Rochester, Michigan	$5.65M	+$599K	1	2.9%	Increased
814	ACM Ativo Capital Management Chicago, Illinois	$5.63M	+$2.56M	2	1.5%	Increased
815	GCP GSA Capital Partners London, United Kingdom	$5.62M	-$3.83M	11	0.28%	Reduced
816	Park National Corp Newark, Ohio	$5.6M	+$640K	3	0.4%	Increased
817	Donaldson Capital Management Evansville, Indiana	$5.59M	+$13.2K	2	0.83%	Increased
818	GWM Greenwich Wealth Management Greenwich, Connecticut	$5.59M	-$6.99M	2	1.35%	Reduced
819	PPCM Pillar Pacific Capital Management Pacifica, California	$5.57M	+$388K	3	1.05%	Increased
820	ASA Armstrong Shaw Associates New Canaan, Connecticut	$5.54M	-$8.92K	1	1.34%	Reduced
821	EP Elkhorn Partners Omaha, Nebraska	$5.54M	+$665K	2	3.43%	Increased
822	GIM Grassi Investment Management Santa Clara, California	$5.49M	+$58.5K	1	1.17%	Increased
823	Profund Advisors Bethesda, Maryland	$5.41M	-$2.55M	7	0.31%	Reduced
824	Private Advisor Group Morristown, New Jersey	$5.41M	-$1.21M	4	0.3%	Reduced
825	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$5.39M	$0	4	1.17%	Maintained