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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
1526	JMFC J.M. Forbes & Co Boston, Massachusetts	$480K	$0	1	0.12%	Maintained
1527	BRWM B. Riley Wealth Management Memphis, Tennessee	$479K	-$159K	7	0.36%	Reduced
1528	NES New England Securities New York	$477K	-$630K	7	0.17%	Reduced
1529	SPC Stewart & Patten Company Lafayette, California	$468K	$0	1	0.09%	Maintained
1530	GIM Groesbeck Investment Management Paramus, New Jersey	$466K	$0	1	0.22%	Maintained
1531	NAM Nichols Asset Management Sudbury, Massachusetts	$466K	$0	1	0.1%	Maintained
1532	Conestoga Capital Advisors Wayne, Pennsylvania	$464K	$0	2	0.03%	Maintained
1533	RIM Ranger Investment Management Dallas, Texas	$459K	+$2.94K	1	0.02%	Increased
1534	GCM Goldman Capital Management New York	$456K	+$491K	1	0.23%	New
1535	SOAMC Spirit of America Management Corp Syosset, New York	$454K	$0	1	0.14%	Maintained
1536	B BancorpSouth Tupelo, Mississippi	$446K	-$11.5K	1	0.05%	Reduced
1537	AIC Aurora Investment Counsel Atlanta, Georgia	$445K	-$365K	1	0.29%	Reduced
1538	GC Gratia Capital Los Angeles, California	$442K	+$80.6K	1	0.22%	Increased
1539	SWK Stephen W. Kidder	$442K	+$464K	1	0.2%	New
1540	AIM Acuity Investment Management Toronto, Ontario, Canada	$439K	$0	2	0.34%	Maintained
1541	FC Farley Capital New York	$439K	$0	1	0.3%	Maintained
1542	AC Avenir Corporation Alexandria, Virginia	$432K	+$43.7K	1	0.04%	Increased
1543	WOC West Oak Capital Westlake Village, California	$431K	$0	4	0.32%	Maintained
1544	CCM Cohen Capital Management Corte Madera, California	$426K	$0	1	0.11%	Maintained
1545	HFM Hartford Financial Management Hartford, Connecticut	$426K	-$10K	2	0.26%	Reduced
1546	CI Cowen Inc New York	$424K	-$460K	2	0.04%	Reduced
1547	SC Schulhoff & Co Cincinnati, Ohio	$419K	$0	1	0.26%	Maintained
1548	Fayez Sarofim & Co Houston, Texas	$407K	$0	1	0%	Maintained
1549	GAM Griffin Asset Management New York	$402K	+$4K	1	0.12%	Increased
1550	VCM Vigilant Capital Management Portland, Maine	$399K	-$44.6K	3	0.09%	Reduced