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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	CIM Corbyn Investment Management Lutherville, Maryland	$1.44M	$0	1	0.23%	Maintained
1252	CFS Community Financial System Syracuse, New York	$1.43M	-$55.4K	2	0.31%	Reduced
1253	LWI Long Wharf Investors Boston, Massachusetts	$1.43M	+$32.3K	2	1.13%	Increased
1254	EWM Edge Wealth Management New York	$1.42M	+$16.5K	6	0.59%	Increased
1255	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$1.41M	+$80.6K	2	2.23%	Increased
1256	TAM Telluride Asset Management Wayzata, Minnesota	$1.41M	+$595K	3	1.21%	Increased
1257	Hermes Investment Management London Uk, United Kingdom	$1.39M	$0	2	0.04%	Maintained
1258	Crawford Investment Counsel Atlanta, Georgia	$1.39M	+$19.3K	3	0.05%	Increased
1259	RAM Roanoke Asset Management Jersey City, New Jersey	$1.39M	+$201K	1	0.53%	Increased
1260	JAFL Jay A. Fishman Ltd Troy, Michigan	$1.39M	$0	1	0.3%	Maintained
1261	NIC Northwest Investment Counselors Lake Oswego, Oregon	$1.39M	-$109K	1	0.93%	Reduced
1262	FTC Farmers Trust Company Youngstown, Ohio	$1.37M	-$40.3K	2	0.46%	Reduced
1263	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.37M	+$21K	2	0.15%	Increased
1264	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$1.37M	+$1.33M	3	0.15%	New
1265	PTC Private Trust Company Cleveland, Ohio	$1.36M	+$966K	15	0.44%	Increased
1266	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$1.36M	+$458K	1	1.75%	Increased
1267	WIC Woodmont Investment Counsel Nashville, Tennessee	$1.36M	-$25.7K	1	0.38%	Reduced
1268	NCM Newland Capital Management New York	$1.35M	-$3.73M	2	1.12%	Reduced
1269	SSB Sandy Spring Bank Olney, Maryland	$1.34M	-$26.8K	7	0.17%	Reduced
1270	Atalanta Sosnoff Capital New York	$1.34M	-$98.9K	1	0.03%	Reduced
1271	AAM Azzad Asset Management Falls Church, Virginia	$1.34M	-$1.72M	4	0.81%	Reduced
1272	EC EJF Capital Arlington, Virginia	$1.34M	+$1.2M	1	0.06%	New
1273	BT Beacon Trust Morristown, New Jersey	$1.34M	+$1.31M	1	0.22%	New
1274	SCM Symons Capital Management Pittsburgh, Pennsylvania	$1.33M	-$56.4K	3	0.3%	Reduced
1275	RCM Reynolds Capital Management Las Vegas, Nevada	$1.31M	-$709K	4	0.88%	Reduced