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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
1101	SCM Schnieders Capital Management Pasadena, California	$2.08M	+$1.92M	2	2.04%	New
1102	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$2.08M	-$64.8K	4	0.41%	Reduced
1103	CI Constellation Investments Montgomery, Ohio	$2.05M	+$144K	4	0.52%	Increased
1104	Parallax Volatility Advisers San Francisco, California	$2.05M	-$7.5M	5	0.01%	Reduced
1105	YMRC Yorktown Management & Research Company Forest, Virginia	$2.04M	+$283K	1	0.41%	Increased
1106	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$2.03M	+$75.8K	2	0.24%	Increased
1107	IB Intrust Bank Wichita, Kansas	$2.03M	-$43.1K	2	0.88%	Reduced
1108	SIRP Shelter Insurance Retirement Plan Columbia, Missouri	$2.02M	$0	1	0.8%	Maintained
1109	RIM Reliant Investment Management Memphis, Tennessee	$2.01M	+$2M	1	1.92%	New
1110	NIP Nicholas Investment Partners Rancho Santa Fe, California	$2.01M	-$4.03M	1	0.15%	Reduced
1111	HT HighTower Trust Houston, Texas	$2M	+$143K	1	0.26%	Increased
1112	MB Mizuho Bank Tokyo, Japan	$2M	$0	1	0.2%	Maintained
1113	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$1.98M	+$53.3K	1	0.52%	Increased
1114	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$1.98M	-$60K	3	0.26%	Reduced
1115	NCA NCM Capital Advisers Durham, North Carolina	$1.98M	$0	2	2.04%	Maintained
1116	Ancora Advisors Cleveland, Ohio	$1.96M	-$162K	2	0.3%	Reduced
1117	DD Dominick & Dominick New York	$1.96M	-$1.23M	2	0.94%	Reduced
1118	CI Cowen Inc New York	$1.96M	+$200K	1	0.33%	Increased
1119	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$1.93M	-$42.5K	4	0.47%	Reduced
1120	NIS National Investment Services Milwaukee, Wisconsin	$1.92M	$0	1	1.5%	Maintained
1121	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$1.92M	+$110K	4	1.13%	Increased
1122	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.92M	-$270K	2	1.62%	Reduced
1123	ANB Amarillo National Bank Amarillo, Texas	$1.91M	-$389K	3	1.59%	Reduced
1124	HPCM High Pointe Capital Management Chicago, Illinois	$1.91M	-$386K	1	0.75%	Reduced
1125	HCM Hengehold Capital Management Cincinnati, Ohio	$1.9M	+$2.05K	1	0.66%	Increased