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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	ST Spinnaker Trust Portland, Maine	$656K	+$29.7K	1	0.09%	Increased
1502	RW Rand Wealth Baltimore, Maryland	$651K	-$55.3K	2	0.09%	Reduced
1503	AF Ally Financial Detroit, Michigan	$650K	+$619K	1	0.09%	New
1504	IIM Ivory Investment Management New York	$649K	+$604K	1	0.02%	New
1505	IIM Ipswich Investment Management Beverly, Massachusetts	$645K	-$218K	3	0.31%	Reduced
1506	PCM Perkins Capital Management Wayzata, Minnesota	$645K	-$1.64K	1	0.81%	Reduced
1507	GS GAM Systematic Cambridge, United Kingdom	$639K	+$55.6K	4	0.17%	Increased
1508	LJHT Laurie J. Hall Trustee	$639K	+$94.8K	3	0.4%	Increased
1509	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$629K	$0	2	1.24%	Maintained
1510	NAM Nichols Asset Management Sudbury, Massachusetts	$628K	$0	1	0.14%	Maintained
1511	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$625K	-$3.6K	1	0.56%	Reduced
1512	GWM Gupta Wealth Management San Diego, California	$623K	+$121K	10	0.15%	Increased
1513	BO Bank OZK Little Rock, Arkansas	$619K	+$1.08K	1	0.23%	Increased
1514	NCA NCM Capital Advisers Durham, North Carolina	$617K	$0	2	1.79%	Maintained
1515	PAWC P.A.W. Capital Greenwich, Connecticut	$610K	$0	1	0.68%	Maintained
1516	LBC Lowe Brockenbrough & Co Richmond, Virginia	$609K	+$116K	1	0.1%	Increased
1517	NCM Neumann Capital Management Foster City, California	$609K	$0	1	0.4%	Maintained
1518	BCM Basswood Capital Management New York	$600K	$0	1	0.03%	Maintained
1519	BSWMG Barrington Strategic Wealth Management Group Chicago, Illinois	$599K	-$216K	1	0.35%	Reduced
1520	BWM Braver Wealth Management Needham, Massachusetts	$598K	+$351K	1	0.1%	Increased
1521	GF Gerstein Fisher New York	$596K	-$143K	1	0.08%	Reduced
1522	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$595K	+$189K	1	0.07%	Increased
1523	KWMG King Wealth Management Group Naples, Florida	$593K	$0	2	0.32%	Maintained
1524	CL CPWM LLC Seattle, Washington	$592K	-$41.9K	2	0.13%	Reduced
1525	HFM Hartford Financial Management Hartford, Connecticut	$586K	+$7.19K	1	0.36%	Increased