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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
1576	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$243K	$0	1	0.11%	Maintained
1577	Waldron Private Wealth Bridgeville, Pennsylvania	$243K	+$242K	1	0.11%	New
1578	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$242K	-$41.1K	1	0.04%	Reduced
1579	SWA SFMG Wealth Advisors Plano, Texas	$241K	$0	1	0.08%	Maintained
1580	BAS Brown Advisory Securities Baltimore, Maryland	$240K	+$218K	1	0.1%	New
1581	CCM Carlson Capital Management Northfield, Minnesota	$240K	$0	1	0.1%	Maintained
1582	HSA Hussman Strategic Advisors Ellicott City, Maryland	$240K	-$127K	1	0.02%	Reduced
1583	SouthState Corp Winter Haven, Florida	$239K	-$29.3K	1	0.04%	Reduced
1584	SGAM Steinberg Global Asset Management Boca Raton, Florida	$238K	$0	1	0.05%	Maintained
1585	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$237K	-$36.5K	1	0.06%	Reduced
1586	Annex Advisory Services Brookfield, Wisconsin	$235K	+$209K	1	0.09%	New
1587	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$235K	-$630K	1	0.53%	Reduced
1588	DBG De Burlo Group Boston, Massachusetts	$234K	-$2.6K	1	0.06%	Reduced
1589	BSWMG Barrington Strategic Wealth Management Group Chicago, Illinois	$232K	-$14.6K	1	0.15%	Reduced
1590	TCOT Trust Company of Toledo Holland, Ohio	$230K	+$228K	1	0.07%	New
1591	BDF Balasa Dinverno & Foltz	$229K	-$4K	1	0.03%	Reduced
1592	PSI Pinnacle Summer Investments Fairfax, Virginia	$226K	$0	6	0.03%	Maintained
1593	Alpha Cubed Investments Irvine, California	$221K	+$201K	1	0.08%	New
1594	PFM Parsec Financial Management Asheville, North Carolina	$219K	+$199K	1	0.03%	New
1595	AFG Albion Financial Group Salt Lake City, Utah	$218K	$0	1	0.04%	Maintained
1596	ST Spinnaker Trust Portland, Maine	$218K	+$198K	1	0.04%	New
1597	NIM NuWave Investment Management Parsippany, New Jersey	$215K	-$1.44M	3	0.19%	Reduced
1598	Banque Pictet & Cie Geneva 73, Switzerland	$214K	+$195K	1	0.01%	New
1599	LCM LVM Capital Management Portage, Michigan	$213K	$0	1	0.08%	Maintained
1600	VNA VNBTrust National Association Charlottesville, Virginia	$213K	+$194K	1	0.1%	New