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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	TIM Thompson Investment Management Madison, Wisconsin	$677K	-$171K	2	0.14%	Reduced
1502	SFM Signature Financial Management Norfolk, Virginia	$671K	$0	2	0.33%	Maintained
1503	PMG ProVise Management Group Clearwater, Florida	$666K	+$58.8K	2	0.14%	Increased
1504	NAM Nichols Asset Management Sudbury, Massachusetts	$652K	$0	1	0.14%	Maintained
1505	FAT First American Trust Santa Ana, California	$648K	-$15.3K	1	0.24%	Reduced
1506	CL CPWM LLC Seattle, Washington	$647K	+$41K	2	0.13%	Increased
1507	GIM Greenwich Investment Management Norwalk, Connecticut	$640K	-$14.4K	1	0.75%	Reduced
1508	ACM Aviance Capital Management Sarasota, Florida	$639K	-$465K	1	0.02%	Reduced
1509	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$636K	-$114K	1	0.53%	Reduced
1510	NCM Neumann Capital Management Foster City, California	$632K	+$9.16K	1	0.44%	Increased
1511	ST Spinnaker Trust Portland, Maine	$631K	+$2.57K	1	0.09%	Increased
1512	WTB Washington Trust Bank Spokane, Washington	$631K	-$1.57M	7	0.14%	Reduced
1513	OC Oarsman Capital Milwaukee, Wisconsin	$629K	-$13.1K	1	0.35%	Reduced
1514	Atria Investments Charlotte, North Carolina	$625K	+$76.8K	2	0.07%	Increased
1515	BO Bank OZK Little Rock, Arkansas	$625K	-$17.7K	1	0.22%	Reduced
1516	NCA NCM Capital Advisers Durham, North Carolina	$618K	$0	2	1.75%	Maintained
1517	PAWC P.A.W. Capital Greenwich, Connecticut	$618K	-$152K	1	0.7%	Reduced
1518	KWMG King Wealth Management Group Naples, Florida	$615K	-$5.13K	2	0.34%	Reduced
1519	MA Marshwinds Advisory St Simons Island, Georgia	$613K	-$21.3K	2	0.32%	Reduced
1520	WP WealthPLAN Partners Omaha, Nebraska	$612K	+$1.8M	5	0.1%	New
1521	GLI Guardian Life Insurance New York	$607K	-$151K	6	0.06%	Reduced
1522	IP Isthmus Partners Madison, Wisconsin	$595K	+$30K	1	0.21%	Increased
1523	AI ArchPoint Investors Coral Gables, Florida	$594K	-$79K	1	0.42%	Reduced
1524	CI Capital Innovations Pewaukee, Wisconsin	$593K	-$284K	2	0.77%	Reduced
1525	CA Cullinan Associates Louisville, Kentucky	$587K	$0	1	0.05%	Maintained