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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	CPA Capital Planning Advisors Roseville, California	$716K	$0	2	0.4%	Maintained
1527	SAA Southeast Asset Advisors Thomasville, Georgia	$716K	$0	1	0.24%	Maintained
1528	PHK Point72 Hong Kong Hong Kong	$715K	+$396K	5	0.83%	Increased
1529	IR Invictus RG Hamilton, Bermuda	$714K	-$11.2K	6	0.76%	Reduced
1530	IP Investment Partners New Philadelphia, Ohio	$709K	-$781K	1	0.71%	Reduced
1531	HIS Horizon Investment Services Hammond, Indiana	$705K	+$632K	1	0.36%	New
1532	LA Lucus Advisors New York	$702K	+$2.22K	2	0.58%	Increased
1533	LJHT Laurie J. Hall Trustee	$701K	+$20.6K	3	0.46%	Increased
1534	CCM Coe Capital Management Highland Park, Illinois	$699K	-$119K	2	0.24%	Reduced
1535	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$697K	-$59.5K	1	0.52%	Reduced
1536	SM Seminole Management New York	$696K	+$727K	1	0.07%	New
1537	IP Isthmus Partners Madison, Wisconsin	$695K	-$9.15K	1	0.23%	Reduced
1538	PA Planning Alternatives Birmingham, Michigan	$695K	+$727K	1	0.15%	New
1539	Tortoise Capital Advisors Overland Park, Kansas	$695K	-$365K	11	0%	Reduced
1540	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$694K	+$164K	3	0.14%	Increased
1541	Schonfeld Strategic Advisors New York	$694K	-$741K	3	0.16%	Reduced
1542	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$691K	-$91.2K	5	0.43%	Reduced
1543	KT Kanaly Trust Houston, Texas	$689K	+$402K	7	0.14%	Increased
1544	BCM Basswood Capital Management New York	$686K	$0	1	0.04%	Maintained
1545	FAT First American Trust Santa Ana, California	$685K	$0	1	0.24%	Maintained
1546	TCM Texan Capital Management Houston, Texas	$673K	-$63.7K	1	0.31%	Reduced
1547	WP Wedgewood Partners St Louis, Missouri	$672K	-$215K	1	0.01%	Reduced
1548	AGM Alpine Global Management New York	$668K	+$515K	2	0.31%	Increased
1549	IIM Ipswich Investment Management Beverly, Massachusetts	$668K	-$85.5K	1	0.33%	Reduced
1550	Horizon Kinetics New York	$664K	-$34.6K	2	0.02%	Reduced