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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	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$2.49M	$0	3	2%	Maintained
1102	NCM Newgate Capital Management Greenwich, Connecticut	$2.47M	-$1.19M	1	0.65%	Reduced
1103	HC HHG & Company Darien, Connecticut	$2.46M	-$3.21K	1	0.8%	Reduced
1104	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$2.45M	-$91K	6	0.59%	Reduced
1105	Baker Avenue Asset Management San Francisco, California	$2.45M	+$274K	1	0.35%	Increased
1106	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$2.44M	+$742K	2	0.38%	Increased
1107	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$2.4M	$0	2	0.31%	Maintained
1108	SCM Southport Capital Management Chattanooga, Tennessee	$2.38M	$0	1	1.6%	Maintained
1109	NFG Next Financial Group Houston, Texas	$2.37M	+$2.35M	10	1.24%	New
1110	ZCM Zebra Capital Management Stamford, Connecticut	$2.36M	+$544K	2	0.91%	Increased
1111	NHFG New Harbor Financial Group Worcester, Massachusetts	$2.36M	+$104K	4	2.53%	Increased
1112	HVIA Hudson Valley Investment Advisors Goshen, New York	$2.36M	-$196K	2	1.03%	Reduced
1113	Busey Bank Urbana, Illinois	$2.35M	+$2.15M	2	0.34%	Increased
1114	VAM Visionary Asset Management Houston, Texas	$2.35M	+$776K	5	0.55%	Increased
1115	SSG Summit Securities Group New York	$2.34M	+$1.53M	2	0.8%	Increased
1116	PCM Palouse Capital Management Spokane, Washington	$2.33M	+$2.52M	1	0.86%	New
1117	MB Mizuho Bank Tokyo, Japan	$2.32M	$0	1	0.19%	Maintained
1118	BRM Boston Research & Management Manchester, Massachusetts	$2.31M	-$60.5K	1	1.6%	Reduced
1119	ECM Everence Capital Management Goshen, Indiana	$2.31M	$0	4	0.86%	Maintained
1120	RIA Regal Investment Advisors Kentwood, Michigan	$2.31M	+$183K	9	0.82%	Increased
1121	CI Constellation Investments Montgomery, Ohio	$2.31M	+$20.8K	4	0.53%	Increased
1122	MSI Financial Services Springfield, Massachusetts	$2.3M	-$127K	20	0.31%	Reduced
1123	DTL Dynamic Technology Lab Singapore	$2.29M	+$607K	5	1.09%	Increased
1124	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$2.29M	-$17.1K	1	1.93%	Reduced
1125	RIM Reliant Investment Management Memphis, Tennessee	$2.29M	-$57.3K	1	2.09%	Reduced