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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	Kayne Anderson Capital Advisors Los Angeles, California	$1.7M	$0	1	0.01%	Maintained
1227	OIM Orca Investment Management Roseburg, Oregon	$1.7M	+$1.55M	2	1.46%	Increased
1228	Capital International Los Angeles, California	$1.7M	$0	1	0.11%	Maintained
1229	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$1.69M	+$1.01M	2	0.78%	Increased
1230	ARC Absolute Return Capital Boston, Massachusetts	$1.67M	-$10.8M	2	0.02%	Reduced
1231	Fulton Bank Lancaster, Pennsylvania	$1.67M	+$102K	4	0.19%	Increased
1232	TIAA CREF Trust St Louis, Missouri	$1.67M	+$95.1K	1	0.02%	Increased
1233	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.66M	-$11.2K	2	2.74%	Reduced
1234	KT Kanaly Trust Houston, Texas	$1.66M	-$913K	6	0.32%	Reduced
1235	FineMark National Bank & Trust Fort Myers, Florida	$1.65M	-$1.1M	9	0.26%	Reduced
1236	FVCM F&V Capital Management Boca Raton, Florida	$1.65M	$0	1	1.22%	Maintained
1237	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$1.64M	-$31.7K	2	0.83%	Reduced
1238	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$1.63M	-$1.17M	1	0.11%	Reduced
1239	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.63M	+$293K	2	0.87%	Increased
1240	ANI American National Insurance Galveston, Texas	$1.61M	$0	2	0.1%	Maintained
1241	ATC Argent Trust Company Ruston, Louisiana	$1.61M	-$258K	1	0.63%	Reduced
1242	EIM Essex Investment Management Boston, Massachusetts	$1.59M	+$21.9K	4	0.24%	Increased
1243	DA Dunvegan Associates Santa Barbara, California	$1.58M	+$20.7K	4	1.43%	Increased
1244	MPA Marvin & Palmer Associates Wilmington, Delaware	$1.57M	-$2.35M	1	1.6%	Reduced
1245	SCM Stuyvesant Capital Management Armonk, New York	$1.57M	-$13.2K	1	3.15%	Reduced
1246	DWA Dorsey Wright & Associates Pasadena, California	$1.57M	-$13.7K	1	0.22%	Reduced
1247	OAM Orinda Asset Management Lafayette, California	$1.57M	$0	1	2.6%	Maintained
1248	Smith Salley Wealth Management Greensboro, North Carolina	$1.57M	+$551K	1	0.42%	Increased
1249	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$1.56M	-$19.4K	2	0.32%	Reduced
1250	PGIM Pacific Global Investment Management Glendale, California	$1.56M	-$184K	2	0.26%	Reduced