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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
1076	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$1.79M	+$32.5K	11	1.16%	Increased
1077	CBU CIBC Bank USA Chicago, Illinois	$1.79M	-$1.56M	4	0.44%	Reduced
1078	First Eagle Investment Management New York	$1.78M	-$49.8M	2	0.01%	Reduced
1079	CONA Capital One National Association New York	$1.78M	-$1.59M	2	0.18%	Reduced
1080	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$1.78M	+$47.6K	2	0.24%	Increased
1081	TCOTO Trust Company of the Ozarks Springfield, Missouri	$1.78M	-$14.4K	3	0.56%	Reduced
1082	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$1.77M	$0	4	0.48%	Maintained
1083	EAM Eclectica Asset Management London, United Kingdom	$1.76M	-$1.53M	1	1.4%	Reduced
1084	GF Gerry Farber New York	$1.75M	+$1.68M	1	1.88%	New
1085	SFT Simmons First Trust Pine Bluff, Arkansas	$1.75M	+$1.3M	1	0.68%	Increased
1086	CF CNA Financial Chicago, Illinois	$1.75M	-$78.7K	2	0.35%	Reduced
1087	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.73M	+$705K	2	3.19%	Increased
1088	MB Mizuho Bank Tokyo, Japan	$1.73M	$0	1	0.21%	Maintained
1089	LCS Levin Capital Strategies New York	$1.72M	+$1.32M	3	0.03%	Increased
1090	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.71M	+$855K	2	0.29%	Increased
1091	DBT Dubuque Bank & Trust Dubuque, Iowa	$1.71M	+$1.44M	6	0.32%	Increased
1092	CI Constellation Investments Montgomery, Ohio	$1.69M	+$502K	4	0.52%	Increased
1093	DA Dunvegan Associates Santa Barbara, California	$1.69M	-$105K	2	1.25%	Reduced
1094	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$1.68M	-$3.15M	2	0.98%	Reduced
1095	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.68M	$0	2	0.36%	Maintained
1096	Stock Yards Bank & Trust Louisville, Kentucky	$1.67M	+$206K	2	0.27%	Increased
1097	NIS National Investment Services Milwaukee, Wisconsin	$1.66M	$0	1	1.31%	Maintained
1098	MCM McMillion Capital Management Greensboro, North Carolina	$1.66M	-$6.55K	1	1.19%	Reduced
1099	Bridgewater Associates Westport, Connecticut	$1.66M	+$1.59M	1	0.01%	New
1100	HTI Hikari Tsushin Inc Tokyo, Japan	$1.66M	$0	1	0.32%	Maintained