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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
1301	CIM CIM Investment Management Pittsburgh, Pennsylvania	$639K	$0	1	0.38%	Maintained
1302	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$635K	-$104K	7	0.19%	Reduced
1303	NCIM New Century Investment Management Southfield, Michigan	$634K	-$65.8K	1	0.43%	Reduced
1304	SFM Signature Financial Management Norfolk, Virginia	$630K	$0	1	0.56%	Maintained
1305	HPBT High Point Bank & Trust High Point, North Carolina	$608K	$0	4	0.21%	Maintained
1306	Horizon Kinetics New York	$606K	+$330K	2	0.01%	Increased
1307	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$604K	-$45.1K	1	0.01%	Reduced
1308	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$602K	-$12.9K	1	0.96%	Reduced
1309	IAM ICM Asset Management Spokane, Washington	$600K	-$61.7K	1	0.65%	Reduced
1310	WRM Westport Resources Management Westport, Connecticut	$598K	+$206K	5	0.2%	Increased
1311	VAM Visionary Asset Management Houston, Texas	$594K	+$593K	1	0.19%	New
1312	DAM Doheny Asset Management Los Angeles, California	$593K	-$36.8K	1	0.33%	Reduced
1313	Addenda Capital Montreal, Quebec, Canada	$591K	+$31K	1	0.05%	Increased
1314	LBC Lowe Brockenbrough & Co Richmond, Virginia	$583K	+$324K	1	0.11%	Increased
1315	KG Killen Group Berwyn, Pennsylvania	$582K	$0	1	0.03%	Maintained
1316	AIS AlphaOne Investment Services West Chester, Pennsylvania	$574K	$0	1	0.15%	Maintained
1317	JMH J.M. Hartwell New York	$573K	$0	1	0.13%	Maintained
1318	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$571K	-$111K	2	0.36%	Reduced
1319	OC Oarsman Capital Milwaukee, Wisconsin	$570K	+$33.2K	1	0.5%	Increased
1320	Crestwood Advisors Group Boston, Massachusetts	$569K	-$134K	2	0.1%	Reduced
1321	FCCM First City Capital Management Savannah, Georgia	$566K	+$6.92K	1	0.47%	Increased
1322	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$563K	+$173K	3	0%	Increased
1323	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$562K	+$40.6K	1	0.23%	Increased
1324	WFI West Family Investments Carlsbad, California	$559K	$0	1	0.14%	Maintained
1325	GIM Greylin Investment Management Orange, Virginia	$554K	+$530K	1	0.28%	New