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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
1176	RW Rand Wealth Baltimore, Maryland	$1.25M	+$227K	2	0.25%	Increased
1177	FTC Farmers Trust Company Youngstown, Ohio	$1.24M	-$116K	2	0.47%	Reduced
1178	RGC Roberts, Glore & Co Deerfield, Illinois	$1.24M	-$491K	3	0.91%	Reduced
1179	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$1.24M	+$749K	3	2.92%	Increased
1180	JAFL Jay A. Fishman Ltd Troy, Michigan	$1.23M	$0	1	0.31%	Maintained
1181	FBA Front Barnett Associates Chicago, Illinois	$1.23M	-$54.8K	2	0.26%	Reduced
1182	NC Northpointe Capital Bloomfield Hills, Michigan	$1.23M	+$621K	1	0.14%	Increased
1183	HCA Horan Capital Advisors Cincinnati, Ohio	$1.21M	+$1.16M	1	1.44%	New
1184	EI EAM Investors Solana Beach, California	$1.21M	-$122K	2	0.24%	Reduced
1185	UAS United Asset Strategies Garden City, New York	$1.2M	+$172K	1	0.76%	Increased
1186	Ruffer LLP London, United Kingdom	$1.19M	+$832K	2	0.06%	Increased
1187	Laird Norton Wetherby Wealth Management San Francisco, California	$1.19M	+$50.1K	2	0.37%	Increased
1188	LI Lafayette Investments Ashton, Maryland	$1.19M	-$1.79K	1	0.58%	Reduced
1189	WC Wexford Capital West Palm Beach, Florida	$1.17M	+$1.11M	2	0.1%	New
1190	11A 10-15 Associates Goshen, New York	$1.17M	+$1.13M	1	0.49%	New
1191	BB Bell Bank Fargo, North Dakota	$1.16M	-$20.8K	2	0.41%	Reduced
1192	BAC Boys Arnold & Co Asheville, North Carolina	$1.16M	-$752	3	0.24%	Reduced
1193	GC Grace Capital Quincy, Massachusetts	$1.15M	-$1.31M	2	1.45%	Reduced
1194	ZCM Ziegler Capital Management Chicago, Illinois	$1.14M	-$55.3K	3	0.1%	Reduced
1195	Curi RMB Capital Chicago, Illinois	$1.14M	+$271K	2	0.08%	Increased
1196	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$1.13M	-$20.9K	1	0.61%	Reduced
1197	Ronald Blue & Co Roswell, Georgia	$1.13M	+$446K	3	0.09%	Increased
1198	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$1.12M	+$102K	1	0.72%	Increased
1199	Intact Investment Management Montreal, Quebec, Canada	$1.1M	+$826K	2	0.06%	Increased
1200	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.1M	$0	2	0.19%	Maintained