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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	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$1.55M	-$465K	2	0.12%	Reduced
1277	GIM Guardian Investment Management Tiburon, California	$1.54M	+$1.53M	1	1.72%	New
1278	NHFG New Harbor Financial Group Worcester, Massachusetts	$1.54M	+$340K	4	1.62%	Increased
1279	First Merchants Corp Muncie, Indiana	$1.54M	-$31.9K	1	0.48%	Reduced
1280	Boothbay Fund Management New York	$1.53M	+$1.59M	3	0.61%	New
1281	Catalyst Capital Advisors Huntington, New York	$1.51M	-$416K	3	0.18%	Reduced
1282	Tower Research Capital (TRC) New York	$1.51M	-$1.6M	29	0.13%	Reduced
1283	GLRA Gerald L. Ray & Associates Dallas, Texas	$1.5M	+$55K	3	0.23%	Increased
1284	Sequoia Financial Advisors Akron, Ohio	$1.5M	-$122K	1	0.63%	Reduced
1285	SSB Sandy Spring Bank Olney, Maryland	$1.5M	+$816	6	0.17%	Increased
1286	SAM Steinberg Asset Management New York	$1.49M	-$7.25M	1	0.18%	Reduced
1287	WPC White Pine Capital Bloomington, Minnesota	$1.49M	-$328K	2	0.64%	Reduced
1288	MPAM Monarch Partners Asset Management Boston, Massachusetts	$1.49M	-$206K	1	0.2%	Reduced
1289	BB Bell Bank Fargo, North Dakota	$1.47M	-$171K	3	1.09%	Reduced
1290	SIC Shoker Investment Counsel Oxford, Ohio	$1.46M	-$44.3K	1	1.37%	Reduced
1291	DCM Dynamic Capital Management St. Helier, Jersey	$1.45M	+$1.49M	3	0.37%	New
1292	DA Dunvegan Associates Santa Barbara, California	$1.44M	-$715K	6	1.59%	Reduced
1293	BAS Brown Advisory Securities Baltimore, Maryland	$1.44M	+$16.5K	3	0.48%	Increased
1294	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$1.43M	-$27.4K	5	0.96%	Reduced
1295	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$1.43M	-$70.4K	1	1.49%	Reduced
1296	MCM Marathon Capital Management Hunt Valley, Maryland	$1.41M	+$28.2K	1	0.65%	Increased
1297	KCPG Kavar Capital Partners Group Leawood, Kansas	$1.41M	-$4.99K	4	0.96%	Reduced
1298	HCMT Highland Capital Management (Texas) Dallas, Texas	$1.41M	$0	1	0.03%	Maintained
1299	ZCM Zebra Capital Management Stamford, Connecticut	$1.4M	-$183K	2	0.82%	Reduced
1300	Stratos Wealth Partners Beachwood, Ohio	$1.4M	-$235K	3	0.18%	Reduced