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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
1276	PPW Parcion Private Wealth Bellevue, Washington	$5.17M	+$21.3K	4	0.29%	Increased
1277	AAM Augustine Asset Management Jacksonville, Florida	$5.15M	-$32.9K	1	1.04%	Reduced
1278	DGM Delta Global Management New York	$5.15M	+$487K	3	0.56%	Increased
1279	BGM Burkehill Global Management New York	$5.14M	-$9.95M	1	0.19%	Reduced
1280	TP TritonPoint Partners Chevy Chase, Maryland	$5.14M	+$4.49M	2	0.43%	Increased
1281	Longaeva Partners Chicago, Illinois	$5.12M	+$995K	1	0.11%	Increased
1282	HCM Hillman Capital Management Bethesda, Maryland	$5.12M	-$221K	1	3.71%	Reduced
1283	VCM Vision Capital Management Portland, Oregon	$5.12M	-$111K	3	0.58%	Reduced
1284	DA Dash Acquisitions Woodland Hills, California	$5.12M	-$67.1K	3	1.04%	Reduced
1285	LFP Leeward Financial Partners Bellevue, Washington	$5.11M	+$206K	1	1.34%	Increased
1286	TW TritonPoint Wealth Chevy Chase, Maryland	$5.1M	-$34.5K	2	0.5%	Reduced
1287	DR Davis Rea Toronto, Ontario, Canada	$5.1M	+$151K	2	1.45%	Increased
1288	SC Syon Capital San Francisco, California	$5.06M	-$1.18M	9	0.22%	Reduced
1289	Intact Investment Management Montreal, Quebec, Canada	$5.04M	+$3.81M	1	0.14%	Increased
1290	NL NWAM LLC Mercer Island, Washington	$5.03M	+$982K	8	0.25%	Increased
1291	BRCM Bright Rock Capital Management Hanover, Massachusetts	$5.01M	$0	1	1%	Maintained
1292	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$5.01M	+$47.7K	1	0.26%	Increased
1293	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$4.97M	-$1.96M	1	2.33%	Reduced
1294	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$4.96M	-$12.3K	1	2.3%	Reduced
1295	ACG Aventail Capital Group New York	$4.96M	-$10.7M	3	0.28%	Reduced
1296	AIC Aurora Investment Counsel Atlanta, Georgia	$4.93M	+$2.22M	3	2.54%	Increased
1297	AF Ally Financial Detroit, Michigan	$4.92M	+$527K	2	0.64%	Increased
1298	BGGS Boussard & Gavaudan Gestion SAS Paris, France	$4.91M	+$5.14M	1	0.25%	New
1299	AFG Arkansas Financial Group Little Rock, Arkansas	$4.91M	-$106K	1	0.64%	Reduced
1300	WI Wahed Invest New York	$4.9M	-$218K	7	0.51%	Reduced