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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
1251	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$872K	+$11.8K	1	0.05%	Increased
1252	FIM Frontier Investment Management Dallas, Texas	$866K	+$20.2K	2	0.16%	Increased
1253	SignatureFD Atlanta, Georgia	$859K	+$43.5K	5	0.37%	Increased
1254	FFC First Financial Corp Terre Haute, Indiana	$853K	-$189K	4	0.42%	Reduced
1255	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$850K	+$37.5K	14	0.54%	Increased
1256	Diversified Trust Memphis, Tennessee	$843K	-$165K	2	0.09%	Reduced
1257	TCB Texas Capital Bancshares Dallas, Texas	$843K	-$129K	2	0.65%	Reduced
1258	WKA Wilson Kemp & Associates Birmingham, Michigan	$841K	-$1.35M	1	1.85%	Reduced
1259	Spot Trading Chicago, Illinois	$840K	-$1.94M	7	0.01%	Reduced
1260	NPPM North Point Portfolio Managers Orange Village, Ohio	$838K	$0	3	0.2%	Maintained
1261	KAM Knightsbridge Asset Management Newport Beach, California	$836K	-$1.36M	1	0.21%	Reduced
1262	First National Trust Hermitage, Pennsylvania	$832K	-$104K	2	0.16%	Reduced
1263	AIC Aurora Investment Counsel Atlanta, Georgia	$828K	+$331	2	0.6%	Increased
1264	LPT Legacy Private Trust Neenah, Wisconsin	$826K	+$408K	1	0.17%	Increased
1265	AssetMark Inc Concord, California	$823K	+$793K	3	0.02%	New
1266	Burney Company Reston, Virginia	$822K	-$10.3K	2	0.09%	Reduced
1267	FIM Friedberg Investment Management Houston, Texas	$820K	$0	1	0.36%	Maintained
1268	IRS Invictus RG (Singapore) Singapore	$803K	+$143K	4	0.68%	Increased
1269	VF Virtu Financial New York	$803K	+$775K	1	0.08%	New
1270	BCM Basswood Capital Management New York	$802K	$0	1	0.04%	Maintained
1271	TIM Thompson Investment Management Madison, Wisconsin	$800K	$0	2	0.17%	Maintained
1272	CC Cadinha & Co Honolulu, Hawaii	$798K	$0	1	0.16%	Maintained
1273	FPC Falcon Point Capital San Francisco, California	$781K	-$27.2K	1	0.83%	Reduced
1274	SIC Schwartz Investment Counsel Plymouth, Michigan	$780K	$0	1	0.07%	Maintained
1275	Waverly Advisors Birmingham, Alabama	$774K	+$90.7K	4	0.4%	Increased