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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
1451	CCM Coe Capital Management Highland Park, Illinois	$799K	-$220K	2	0.26%	Reduced
1452	LPU Lansdowne Partners (UK) London, United Kingdom	$797K	+$707K	1	0.01%	New
1453	MHS M Holdings Securities Portland, Oregon	$796K	-$16.5K	1	0.49%	Reduced
1454	KMC Kirr Marbach & Co Columbus, Indiana	$794K	-$50.4K	1	0.16%	Reduced
1455	AIM Alambic Investment Management Belvedere, California	$791K	-$562K	1	0.26%	Reduced
1456	SM Sciencast Management Princeton, New Jersey	$789K	+$519K	2	0.62%	Increased
1457	CIM CIM Investment Management Pittsburgh, Pennsylvania	$785K	-$111K	1	0.34%	Reduced
1458	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$782K	-$44.3K	5	0.44%	Reduced
1459	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$782K	$0	1	0.12%	Maintained
1460	FCCM First City Capital Management Savannah, Georgia	$780K	-$38.4K	6	0.53%	Reduced
1461	LAM Lingohr Asset Management Duesseldorf, Germany	$770K	+$59.3K	1	0.73%	Increased
1462	PVWM Point View Wealth Management Summit, New Jersey	$769K	+$66.6K	1	0.5%	Increased
1463	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$764K	$0	3	0.65%	Maintained
1464	PNAA Pictet North America Advisors Geneva 73, Switzerland	$762K	+$217K	1	0.16%	Increased
1465	TCM Texan Capital Management Houston, Texas	$760K	$0	1	0.36%	Maintained
1466	Coldstream Capital Management Bellevue, Washington	$753K	-$647K	3	0.14%	Reduced
1467	LMR Partners London, United Kingdom	$749K	-$265K	1	0.08%	Reduced
1468	CC Cadinha & Co Honolulu, Hawaii	$748K	$0	1	0.19%	Maintained
1469	BOH Bank of Hawaii Honolulu, Hawaii	$741K	+$263K	1	0.08%	Increased
1470	BWM Biltmore Wealth Management Tempe, Arizona	$741K	-$3.1K	1	0.62%	Reduced
1471	AIA Alerus Investment Advisors Wayzata, Minnesota	$739K	+$2.68K	3	0.13%	Increased
1472	CPA Court Place Advisors Ellicott City, Maryland	$725K	+$25K	1	0.45%	Increased
1473	PAIM Punch & Associates Investment Management Edina, Minnesota	$725K	-$2.67M	1	0.09%	Reduced
1474	CPA Capital Planning Advisors Roseville, California	$721K	-$206K	2	0.35%	Reduced
1475	Horizon Kinetics New York	$720K	-$15.2K	2	0.02%	Reduced