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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	SCCM Schafer Cullen Capital Management New York	$787K	-$28.9K	1	0.01%	Reduced
1427	TIM Thompson Investment Management Madison, Wisconsin	$787K	$0	2	0.17%	Maintained
1428	Haverford Trust Company Radnor, Pennsylvania	$782K	-$176K	2	0.02%	Reduced
1429	RA RiverPark Advisors New York	$782K	+$175K	1	0.38%	Increased
1430	MBT Montecito Bank & Trust Santa Barbara, California	$777K	+$468K	3	0.43%	Increased
1431	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$777K	+$221K	1	0.47%	Increased
1432	RCM Riverpark Capital Management New York	$775K	+$10.1K	1	0.54%	Increased
1433	SWK Stephen W. Kidder	$773K	-$140K	1	0.39%	Reduced
1434	KPCM Kings Point Capital Management Great Neck, New York	$772K	$0	4	0.2%	Maintained
1435	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$768K	$0	2	0.56%	Maintained
1436	NCIM New Century Investment Management Southfield, Michigan	$767K	$0	1	0.39%	Maintained
1437	ETrade Capital Management Arlington, Virginia	$765K	+$92K	2	0.05%	Increased
1438	HMS Hanseatic Management Services Albuquerque, New Mexico	$764K	+$746K	1	0.24%	Increased
1439	LMAM Legg Mason Asset Management Tokyo, Japan	$759K	-$41.3K	1	0.77%	Reduced
1440	PAIA Park Avenue Institutional Advisers New York	$758K	+$2.82K	6	0.67%	Increased
1441	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$754K	$0	4	0.68%	Maintained
1442	IIM Ipswich Investment Management Beverly, Massachusetts	$754K	-$8.83K	1	0.36%	Reduced
1443	PL Parkwood LLC Cleveland, Ohio	$754K	-$1.13M	2	0.12%	Reduced
1444	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$749K	-$17.1K	1	0.57%	Reduced
1445	Group One Trading Chicago, Illinois	$738K	+$180K	6	0.01%	Increased
1446	HCA Harbour Capital Advisors Tysons Corner, Virginia	$733K	-$260K	1	0.52%	Reduced
1447	FCCM First City Capital Management Savannah, Georgia	$733K	-$27.6K	5	0.54%	Reduced
1448	PCA Peddock Capital Advisors Braintree, Massachusetts	$731K	-$14K	1	0.67%	Reduced
1449	KCPG Kavar Capital Partners Group Leawood, Kansas	$727K	-$588K	3	0.51%	Reduced
1450	TF Tompkins Financial Ithaca, New York	$727K	-$42.6K	6	0.23%	Reduced