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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
1226	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$5.7M	-$373K	2	0.89%	Reduced
1227	CCP Clough Capital Partners Boston, Massachusetts	$5.69M	+$5.24M	2	0.46%	New
1228	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$5.68M	-$42.7K	1	0.77%	Reduced
1229	SOW State of Wyoming Cheyenne, Wyoming	$5.68M	-$765K	18	0.57%	Reduced
1230	SWA Stratos Wealth Advisors Beachwood, Ohio	$5.66M	-$401K	4	0.31%	Reduced
1231	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$5.66M	-$10.1K	7	0.34%	Reduced
1232	Park National Corp Newark, Ohio	$5.63M	-$612K	3	0.16%	Reduced
1233	LIA LBMC Investment Advisors Brentwood, Tennessee	$5.61M	$0	1	0.3%	Maintained
1234	MPPW Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma	$5.57M	+$185K	2	2.05%	Increased
1235	LGT Fund Management Vaduz, Liechtenstein	$5.56M	-$153K	3	0.23%	Reduced
1236	Conning Inc Hartford, Connecticut	$5.55M	+$696K	1	0.17%	Increased
1237	KL KWMG LLC Overland Park, Kansas	$5.54M	+$259K	2	0.4%	Increased
1238	VSQM V-Square Quantitative Management Chicago, Illinois	$5.48M	+$354K	9	0.52%	Increased
1239	NIM Nicollet Investment Management Minneapolis, Minnesota	$5.47M	+$16.9K	1	1.69%	Increased
1240	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$5.47M	+$971K	3	1.03%	Increased
1241	QIM Quantitative Investment Management Charlottesville, Virginia	$5.46M	-$1.85M	4	0.6%	Reduced
1242	Stock Yards Bank & Trust Louisville, Kentucky	$5.45M	-$2.12M	5	0.16%	Reduced
1243	NERM New England Research & Management Chicago, Illinois	$5.44M	+$1.54M	4	2.12%	Increased
1244	Fiera Capital (Canada) Montreal, Quebec, Canada	$5.44M	-$4.08M	1	0.02%	Reduced
1245	BFG Baron Financial Group Fair Lawn, New Jersey	$5.44M	-$32.8K	1	2.59%	Reduced
1246	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$5.43M	+$952K	8	0.14%	Increased
1247	DC Diametric Capital Boston, Massachusetts	$5.41M	+$4.25M	5	0.57%	Increased
1248	WPIC White Pine Investment Company Livonia, Michigan	$5.4M	+$158K	1	1.15%	Increased
1249	PAM Peninsula Asset Management Bradenton, Florida	$5.4M	-$2.5M	1	2.58%	Reduced
1250	WB Webster Bank Waterbury, Connecticut	$5.4M	-$179K	5	0.47%	Reduced