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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
1501	SRCM Swift Run Capital Management Charlottesville, Virginia	$538K	$0	1	0.28%	Maintained
1502	LBC Lowe Brockenbrough & Co Richmond, Virginia	$532K	-$258K	1	0.08%	Reduced
1503	ABP Arthur B. Page	$530K	+$215K	1	0.52%	Increased
1504	CPA Cowen Prime Advisors New York	$527K	$0	2	0.23%	Maintained
1505	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$523K	$0	1	0.13%	Maintained
1506	FNT First Nebraska Trust Lincoln, Nebraska	$523K	$0	2	0.15%	Maintained
1507	SG Somerset Group Wayzata, Minnesota	$522K	$0	1	0.48%	Maintained
1508	SH Scepter Holdings Fort Worth, Texas	$521K	+$14K	1	0.09%	Increased
1509	LDB Lee, Danner & Bass Nashville, Tennessee	$519K	$0	1	0.06%	Maintained
1510	PMG ProVise Management Group Clearwater, Florida	$518K	-$8.66K	2	0.11%	Reduced
1511	FTI Fiduciary Trust International Lincoln, Massachusetts	$517K	$0	1	0.15%	Maintained
1512	PM Parametrica Management Wanchai, Hong Kong	$514K	+$327K	1	2.99%	Increased
1513	KG Killen Group Berwyn, Pennsylvania	$513K	$0	1	0.03%	Maintained
1514	Brookstone Capital Management Wheaton, Illinois	$512K	+$514K	1	0.1%	New
1515	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$511K	+$235K	2	0.31%	Increased
1516	EVC Eidelman Virant Capital Saint Louis, Missouri	$507K	-$181K	1	0.24%	Reduced
1517	ZF Zhang Financial Portage, Michigan	$502K	$0	1	0.34%	Maintained
1518	RCM Reynolds Capital Management Las Vegas, Nevada	$501K	-$819K	2	0.49%	Reduced
1519	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$499K	$0	1	0.06%	Maintained
1520	PC Permit Capital West Conshohocken, Pennsylvania	$499K	-$114K	2	0.3%	Reduced
1521	ST Sabal Trust St. Petersburg, Florida	$498K	$0	1	0.07%	Maintained
1522	SouthState Corp Winter Haven, Florida	$494K	+$203K	2	0.08%	Increased
1523	KFS KMS Financial Services Seattle, Washington	$490K	+$227K	2	0.07%	Increased
1524	PGA Portland Global Advisors Portland, Maine	$482K	-$13K	1	0.25%	Reduced
1525	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$481K	+$39.7K	6	0.32%	Increased