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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
1126	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$6.99M	+$6.61M	1	0.57%	New
1127	LI LMCG Investments Boston, Massachusetts	$6.97M	+$121K	3	0.37%	Increased
1128	BCM Banyan Capital Management Atlanta, Georgia	$6.96M	+$575K	2	3.03%	Increased
1129	SP Saranac Partners London,	$6.96M	+$1.44M	1	2.03%	Increased
1130	Old National Bancorp Evansville, Indiana	$6.95M	-$2.24M	4	0.14%	Reduced
1131	Pine Valley Investments Marlton, New Jersey	$6.94M	+$348K	7	0.27%	Increased
1132	Diversified Trust Memphis, Tennessee	$6.92M	-$522K	10	0.11%	Reduced
1133	AA ABC Arbitrage Paris, France	$6.91M	+$2.18M	1	0.75%	Increased
1134	EC EntryPoint Capital New York	$6.91M	+$988K	10	1.68%	Increased
1135	GF Fund Management Guangzhou, China	$6.9M	-$572K	1	0.08%	Reduced
1136	SouthState Corp Winter Haven, Florida	$6.89M	-$5.38M	13	0.29%	Reduced
1137	WIM Weitz Investment Management Omaha, Nebraska	$6.87M	+$3.26M	1	0.48%	Increased
1138	WP WealthSpring Partners Long Beach, California	$6.86M	+$179K	1	5.9%	Increased
1139	TCM Turas Capital Management Boston, Massachusetts	$6.86M	+$5.02M	2	3.15%	Increased
1140	SIG Sky Investment Group Hartford, Connecticut	$6.86M	-$187K	1	1.08%	Reduced
1141	IA Inspire Advisors Meridian, Idaho	$6.86M	+$1.05M	8	0.48%	Increased
1142	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$6.85M	+$1.19M	4	0.15%	Increased
1143	MA MYDA Advisors Woodmere, New York	$6.85M	+$2.94M	2	1.02%	Increased
1144	NCM Novare Capital Management Charlotte, North Carolina	$6.85M	-$4.46M	1	0.49%	Reduced
1145	Brighton Jones LLC Seattle, Washington	$6.84M	+$1.65M	16	0.13%	Increased
1146	RIL Rothschild Investment LLC Chicago, Illinois	$6.84M	+$2.25M	40	0.26%	Increased
1147	Heritage Investors Management Corp Bethesda, Maryland	$6.82M	-$135K	1	0.19%	Reduced
1148	FMI Frec Markets Inc San Francisco, California	$6.81M	+$4.84M	10	0.61%	Increased
1149	MSA MUFG Securities Americas New York	$6.81M	+$451K	8	0.35%	Increased
1150	NPPM North Point Portfolio Managers Orange Village, Ohio	$6.8M	-$643K	1	1.12%	Reduced