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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	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$1.61M	-$95.5K	7	1.02%	Reduced
1227	RBF Capital San Francisco, California	$1.61M	$0	2	0.39%	Maintained
1228	Douglass Winthrop Advisors New York	$1.6M	-$37.5K	2	0.15%	Reduced
1229	BCM Bluefin Capital Management New York	$1.6M	+$704K	1	0.07%	Increased
1230	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$1.59M	-$376K	3	0.32%	Reduced
1231	WA WESPAC Advisors Orinda, California	$1.59M	-$521K	1	1.81%	Reduced
1232	TBNY Trustco Bank (New York) Albany, New York	$1.56M	-$14.4K	3	1.46%	Reduced
1233	SCM Stuyvesant Capital Management Armonk, New York	$1.56M	-$252K	1	2.99%	Reduced
1234	HC Highmount Capital New York	$1.56M	-$9.69K	3	0.37%	Reduced
1235	Group One Trading Chicago, Illinois	$1.55M	+$776K	13	0.02%	Increased
1236	First Eagle Investment Management New York	$1.55M	-$1.21M	2	0%	Reduced
1237	MCM McMillion Capital Management Greensboro, North Carolina	$1.55M	+$119K	1	0.9%	Increased
1238	TIAA CREF Trust St Louis, Missouri	$1.54M	+$341K	1	0.02%	Increased
1239	BAM Banta Asset Management Newport Beach, California	$1.52M	+$1.64M	1	3.31%	New
1240	KMC Kirr Marbach & Co Columbus, Indiana	$1.51M	+$36.3K	2	0.27%	Increased
1241	SIC Shoker Investment Counsel Oxford, Ohio	$1.51M	+$16.4K	1	1.34%	Increased
1242	LMAM Legg Mason Asset Management Tokyo, Japan	$1.49M	+$493K	1	0.94%	Increased
1243	FWC First Washington Corp Seattle, Washington	$1.48M	+$1.42M	1	0.83%	New
1244	MC Montag & Caldwell Atlanta, Georgia	$1.48M	-$630K	2	0.01%	Reduced
1245	Tortoise Capital Advisors Overland Park, Kansas	$1.47M	+$1.15M	3	0.01%	Increased
1246	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.47M	-$9.26M	1	0.31%	Reduced
1247	Rathbones Group Liverpool, United Kingdom	$1.46M	-$190K	3	0.1%	Reduced
1248	Ronald Blue & Co Roswell, Georgia	$1.46M	+$68.8K	3	0.09%	Increased
1249	SCCM Schafer Cullen Capital Management New York	$1.45M	-$28K	2	0.01%	Reduced
1250	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$1.45M	-$37K	1	0.59%	Reduced