← All themes

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
1401	SignatureFD Atlanta, Georgia	$897K	+$257K	9	0.22%	Increased
1402	IIM Ipswich Investment Management Beverly, Massachusetts	$896K	-$13K	1	0.38%	Reduced
1403	VWM Valley Wealth Managers Paramus, New Jersey	$896K	+$946K	1	0.16%	New
1404	FCCM First City Capital Management Savannah, Georgia	$896K	+$12.4K	6	0.62%	Increased
1405	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$889K	-$72.9K	1	0.63%	Reduced
1406	SMC Smith, Moore & Co Clayton, Missouri	$884K	+$217K	2	0.47%	Increased
1407	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$880K	$0	1	0.33%	Maintained
1408	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$879K	-$25.1K	2	0.68%	Reduced
1409	BA Birinyi Associates Westport, Connecticut	$878K	+$217K	1	0.39%	Increased
1410	HP Harvey Partners Tarrytown, New York	$872K	$0	1	0.29%	Maintained
1411	Clark Capital Management Group Philadelphia, Pennsylvania	$871K	-$6.27M	2	0.08%	Reduced
1412	Verition Fund Management Greenwich, Connecticut	$861K	-$2.48M	3	0.19%	Reduced
1413	NCA NCM Capital Advisers Durham, North Carolina	$860K	$0	2	1.21%	Maintained
1414	IMAS ID Management A/S Randers, Denmark	$856K	-$219K	3	0.4%	Reduced
1415	ABP Arthur B. Page	$853K	+$273K	1	0.81%	Increased
1416	Acadian Asset Management Boston, Massachusetts	$852K	-$3.61M	5	0%	Reduced
1417	AIM Acuity Investment Management Toronto, Ontario, Canada	$840K	+$415K	2	0.67%	Increased
1418	MPA Marvin & Palmer Associates Wilmington, Delaware	$840K	-$567K	1	0.85%	Reduced
1419	SWK Stephen W. Kidder	$835K	+$346K	1	0.36%	Increased
1420	QCMC Quantum Capital Management (California) San Francisco, California	$830K	-$2.27M	2	0.19%	Reduced
1421	GIS Guardian Investor Services New York	$827K	-$30.7K	6	0.66%	Reduced
1422	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$815K	-$3.88M	1	0.07%	Reduced
1423	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$813K	$0	1	0.31%	Maintained
1424	SFM Signature Financial Management Norfolk, Virginia	$813K	+$207K	2	0.57%	Increased
1425	RGC Roberts, Glore & Co Deerfield, Illinois	$812K	-$83.5K	3	0.54%	Reduced