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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
1201	PGIM Pacific Global Investment Management Glendale, California	$1.91M	-$42K	2	0.43%	Reduced
1202	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.89M	+$475K	15	0.03%	Increased
1203	HCM Hengehold Capital Management Cincinnati, Ohio	$1.88M	+$43.4K	1	0.61%	Increased
1204	BAM Brave Asset Management Summit, New Jersey	$1.88M	-$237K	6	1.32%	Reduced
1205	GCA Gideon Capital Advisors New York	$1.88M	-$184K	3	2.34%	Reduced
1206	PP PDT Partners New York	$1.87M	+$598K	3	0.12%	Increased
1207	Twin Tree Management Dallas, Texas	$1.87M	+$134K	7	0.04%	Increased
1208	FHAM Folger Hill Asset Management New York	$1.86M	+$1.74M	1	0.1%	New
1209	SI SII Investments Appleton, Wisconsin	$1.86M	+$741K	3	0.18%	Increased
1210	BKA Brick & Kyle Associates Newtown, Pennsylvania	$1.85M	-$50.8K	5	1.61%	Reduced
1211	Confluence Investment Management St. Louis, Missouri	$1.85M	+$39.4K	1	0.06%	Increased
1212	IMAS ID Management A/S Randers, Denmark	$1.85M	+$935K	2	0.59%	Increased
1213	WA WealthTrust Axiom Wayne, Pennsylvania	$1.84M	-$59K	2	0.73%	Reduced
1214	BPM Bowling Portfolio Management Cincinnati, Ohio	$1.84M	-$1.05M	2	0.3%	Reduced
1215	GIM Guardian Investment Management Tiburon, California	$1.83M	+$280K	2	2.09%	Increased
1216	Montag & Associates Atlanta, Georgia	$1.82M	+$1.62M	1	0.26%	New
1217	AB AT Bancorp Dubuque, Iowa	$1.82M	+$129K	3	0.27%	Increased
1218	HTI Hikari Tsushin Inc Tokyo, Japan	$1.82M	$0	1	0.43%	Maintained
1219	BCM Brown Capital Management Baltimore, Maryland	$1.81M	+$731K	2	0.03%	Increased
1220	MPA Marvin & Palmer Associates Wilmington, Delaware	$1.81M	+$68.9K	1	2.11%	Increased
1221	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.81M	$0	2	0.92%	Maintained
1222	BAM Baring Asset Management London, United Kingdom	$1.8M	-$297K	1	0.15%	Reduced
1223	NAM North American Management Boston, Massachusetts	$1.79M	$0	2	0.29%	Maintained
1224	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$1.79M	-$41K	1	2.47%	Reduced
1225	CPO Cerity Partners OCIO New York	$1.77M	-$203K	2	0.18%	Reduced