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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
826	Burney Company Reston, Virginia	$7.19M	+$138K	2	0.49%	Increased
827	Castleark Management Chicago, Illinois	$7.17M	-$3.99M	2	0.23%	Reduced
828	PWP Private Wealth Partners Mill Valley, California	$7.17M	-$546K	3	1.7%	Reduced
829	NPF Norris Perne & French Grand Rapids, Michigan	$7.15M	+$160K	1	1.41%	Increased
830	BIC Bridges Investment Counsel Omaha, Nebraska	$7.08M	-$737K	3	1.72%	Reduced
831	Chilton Capital Management Houston, Texas	$7.06M	-$2.65M	1	0.74%	Reduced
832	FM Forward Management San Francisco, California	$7.04M	+$6.31M	1	0.49%	New
833	AMI Amica Mutual Insurance Providence, Rhode Island	$7.02M	+$677K	4	0.63%	Increased
834	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$7.02M	-$292K	3	1.97%	Reduced
835	TFA Toth Financial Advisory Leesburg, Virginia	$7.02M	-$88.4K	2	2.02%	Reduced
836	PCM Penn Capital Management Philadelphia, Pennsylvania	$7.01M	-$4.08M	1	0.44%	Reduced
837	CIA CCM Investment Advisers Columbia, South Carolina	$6.97M	-$209K	1	1.47%	Reduced
838	CWM Cabot Wealth Management Salem, Massachusetts	$6.94M	-$80.5K	1	1.88%	Reduced
839	WhitTier Trust Company Reno, Nevada	$6.93M	+$238K	11	0.74%	Increased
840	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$6.92M	$0	4	1.37%	Maintained
841	CO Caldwell & Orkin Norcross, Georgia	$6.87M	-$259K	4	4.36%	Reduced
842	Gradient Investments Arden Hills, Minnesota	$6.86M	+$449K	3	0.6%	Increased
843	UFF USA Financial Formulas Ada, Michigan	$6.86M	-$3.53M	5	1.71%	Reduced
844	OIM Opus Investment Management Worcester, Massachusetts	$6.81M	$0	1	1.2%	Maintained
845	Moore Capital Management New York	$6.79M	+$3.25M	3	0.22%	Increased
846	Numeric Investors Boston, Massachusetts	$6.75M	-$18.5M	8	0.06%	Reduced
847	SCM SG Capital Management Chicago, Illinois	$6.73M	+$6.9M	1	1.12%	New
848	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$6.7M	-$709K	1	1.89%	Reduced
849	Raymond James Trust St. Petersburg, Florida	$6.7M	+$1.49M	6	0.53%	Increased
850	NI NFC Investments Memphis, Tennessee	$6.7M	+$312K	1	2.59%	Increased