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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
1401	KCM Karp Capital Management Sausalito, California	$917K	+$239K	5	0.62%	Increased
1402	Atria Investments Charlotte, North Carolina	$895K	+$73.1K	3	0.1%	Increased
1403	NCA NCM Capital Advisers Durham, North Carolina	$893K	$0	2	1.2%	Maintained
1404	PS Pensionfund Sabic Sittard, Netherlands	$892K	+$855K	1	0.5%	New
1405	EVC Eidelman Virant Capital Saint Louis, Missouri	$891K	+$481K	2	0.38%	Increased
1406	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$888K	+$13.7K	2	0.6%	Increased
1407	SCCM Schafer Cullen Capital Management New York	$888K	-$18.5K	1	0.01%	Reduced
1408	TIM Thompson Investment Management Madison, Wisconsin	$888K	+$134K	2	0.17%	Increased
1409	HIM Harbour Investment Management Edmonds, Washington	$886K	-$54.4K	1	0.65%	Reduced
1410	GBA Garrison Bradford & Associates New York	$884K	-$804K	1	0.83%	Reduced
1411	CBU CIBC Bank USA Chicago, Illinois	$882K	-$1.13M	2	0.16%	Reduced
1412	NAM North American Management Boston, Massachusetts	$880K	$0	1	0.14%	Maintained
1413	KPCM Kings Point Capital Management Great Neck, New York	$879K	+$788K	4	0.22%	Increased
1414	OWIM Old West Investment Management Los Angeles, California	$877K	+$74.2K	1	0.59%	Increased
1415	LC Lincoln Capital Lincoln, Nebraska	$870K	+$1.21K	1	0.75%	Increased
1416	RPA Rock Point Advisors Burlington, Vermont	$866K	-$1.91M	3	0.43%	Reduced
1417	HIC Holderness Investments Company Greensboro, North Carolina	$865K	+$68.9K	1	0.88%	Increased
1418	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$864K	+$31K	6	0.19%	Increased
1419	ABP Arthur B. Page	$863K	+$78.8K	1	0.82%	Increased
1420	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$857K	$0	1	0.08%	Maintained
1421	GIS Guardian Investor Services New York	$856K	-$9.87K	6	0.68%	Reduced
1422	PCTC Perkins Coie Trust Company Seattle, Washington	$856K	+$777K	3	0.66%	Increased
1423	SCM Symons Capital Management Pittsburgh, Pennsylvania	$855K	-$79.7K	2	0.19%	Reduced
1424	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$852K	-$5.05M	2	0.11%	Reduced
1425	FHC First Houston Capital Houston, Texas	$846K	-$530K	1	0.74%	Reduced