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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
1551	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$663K	-$4.29M	1	0.1%	Reduced
1552	CA Cullinan Associates Louisville, Kentucky	$661K	$0	1	0.05%	Maintained
1553	ST Spinnaker Trust Portland, Maine	$656K	+$15.9K	1	0.09%	Increased
1554	LMAM Legg Mason Asset Management Tokyo, Japan	$654K	-$15.5K	1	0.7%	Reduced
1555	Group One Trading Chicago, Illinois	$648K	+$552K	6	0.01%	Increased
1556	Thompson Siegel & Walmsley Richmond, Virginia	$648K	-$1.51M	7	0.01%	Reduced
1557	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$647K	$0	2	1.19%	Maintained
1558	PCM Perritt Capital Management Chicago, Illinois	$645K	+$11.7K	2	0.17%	Increased
1559	BWFM Bridgewater Wealth & Financial Management Bethesda, Maryland	$643K	+$892	2	0.23%	Increased
1560	MCM Maryland Capital Management Towson, Maryland	$641K	+$130K	1	0.1%	Increased
1561	NCA NCM Capital Advisers Durham, North Carolina	$640K	$0	2	1.84%	Maintained
1562	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$638K	+$679K	1	0.69%	New
1563	NG NatWest Group Edinburgh, Scotland, United Kingdom	$638K	$0	1	0.16%	Maintained
1564	FCCM First City Capital Management Savannah, Georgia	$631K	-$172K	2	0.48%	Reduced
1565	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$626K	+$131K	1	0.07%	Increased
1566	KWMG King Wealth Management Group Naples, Florida	$616K	$0	2	0.33%	Maintained
1567	CIM Cetera Investment Management El Segundo, California	$615K	-$43.8K	1	0.36%	Reduced
1568	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$614K	-$34.7K	2	0.66%	Reduced
1569	Quadrant Capital Group Cincinnati, Ohio	$610K	+$5.26K	17	0.42%	Increased
1570	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$606K	-$5.13K	1	0.5%	Reduced
1571	NERM New England Research & Management Chicago, Illinois	$602K	-$282K	1	0.52%	Reduced
1572	PAWC P.A.W. Capital Greenwich, Connecticut	$597K	$0	1	0.68%	Maintained
1573	LBC Lowe Brockenbrough & Co Richmond, Virginia	$595K	$0	1	0.1%	Maintained
1574	SPC Stewart & Patten Company Lafayette, California	$595K	+$8.16K	2	0.12%	Increased
1575	NFG Nations Financial Group Cedar Rapids, Iowa	$593K	+$205K	2	0.62%	Increased