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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
1426	PCTC Perkins Coie Trust Company Seattle, Washington	$878K	+$32.3K	3	0.66%	Increased
1427	BWM Bernicke Wealth Management Altoona, Wisconsin	$874K	+$112K	1	0.83%	Increased
1428	KCM Karp Capital Management Sausalito, California	$874K	+$11.7K	5	0.59%	Increased
1429	GBA Garrison Bradford & Associates New York	$873K	$0	1	0.85%	Maintained
1430	MA Marshwinds Advisory St Simons Island, Georgia	$873K	-$28.2K	2	0.44%	Reduced
1431	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$870K	$0	4	0.74%	Maintained
1432	RW Rand Wealth Baltimore, Maryland	$869K	$0	2	0.12%	Maintained
1433	R RQSI Nassau, Bahamas	$869K	+$868K	1	0.39%	New
1434	Saturna Capital Bellingham, Washington	$867K	+$773K	2	0.02%	Increased
1435	GVT Genesee Valley Trust Pittsford, New York	$866K	+$585K	3	0.56%	Increased
1436	PAIA Park Avenue Institutional Advisers New York	$866K	+$865K	6	0.7%	New
1437	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$861K	+$21.2K	6	0.18%	Increased
1438	MAM Marquette Asset Management Minneapolis, Minnesota	$861K	$0	1	0.35%	Maintained
1439	LC Lincoln Capital Lincoln, Nebraska	$859K	-$1.38K	1	0.72%	Reduced
1440	Squarepoint New York	$857K	+$504K	2	0.28%	Increased
1441	TIM Thompson Investment Management Madison, Wisconsin	$855K	$0	2	0.16%	Maintained
1442	TF Tompkins Financial Ithaca, New York	$855K	+$310K	7	0.23%	Increased
1443	MCC Mid Continent Capital Chicago, Illinois	$851K	+$19.4K	3	0.05%	Increased
1444	FHC First Houston Capital Houston, Texas	$846K	$0	1	0.76%	Maintained
1445	TDC Thompson Davis & Co Richmond, Virginia	$845K	+$465K	12	0.97%	Increased
1446	WPP Whalerock Point Partners Providence, Rhode Island	$845K	+$2.46K	2	0.35%	Increased
1447	MC Montag & Caldwell Atlanta, Georgia	$841K	-$797K	2	0.01%	Reduced
1448	Moneta Group Investment Advisors St Louis, Missouri	$833K	-$695K	1	0.25%	Reduced
1449	NCA NCM Capital Advisers Durham, North Carolina	$833K	$0	2	1.12%	Maintained
1450	CAM Cypress Asset Management Houston, Texas	$827K	+$198K	1	0.16%	Increased