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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
1601	Ferguson Wellman Capital Management Portland, Oregon	$2.54M	+$174K	4	0.03%	Increased
1602	SOS Silver Oak Securities Jackson, Tennessee	$2.53M	+$1.41M	5	0.15%	Increased
1603	SAM Synergy Asset Management Vancouver, Washington	$2.53M	-$564K	1	0.24%	Reduced
1604	DSC Duncker Streett & Co St. Louis, Missouri	$2.52M	-$148K	5	0.43%	Reduced
1605	1SB 1ST Source Bank South Bend, Indiana	$2.52M	-$1.06M	3	0.11%	Reduced
1606	MCM Massar Capital Management Stamford, Connecticut	$2.52M	-$1.88M	2	0.24%	Reduced
1607	SCP Sivia Capital Partners Mill Valley, California	$2.5M	+$1.26M	3	0.3%	Increased
1608	WC Westerkirk Capital Victoria,	$2.5M	+$2.42M	2	0.24%	New
1609	NA Nordwand Advisors Radnor, Pennsylvania	$2.49M	-$1.59M	1	0.38%	Reduced
1610	HC Henshaw Capital Woburn, Massachusetts	$2.49M	$0	2	0.08%	Maintained
1611	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$2.48M	-$8.12M	1	0.45%	Reduced
1612	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$2.46M	+$1.7M	3	0.8%	Increased
1613	PIM Provident Investment Management Novi, Michigan	$2.45M	+$579K	2	0.24%	Increased
1614	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$2.45M	-$635K	3	0.37%	Reduced
1615	Ruffer LLP London, United Kingdom	$2.45M	-$4.65M	1	0.09%	Reduced
1616	CFLC California First Leasing Corp Newport Beach, California	$2.44M	$0	1	0.52%	Maintained
1617	UCI Uncommon Cents Investing Janesville, Wisconsin	$2.44M	-$9.89K	2	0.53%	Reduced
1618	BMWM Brown Miller Wealth Management Mclean, Virginia	$2.44M	+$55.3K	2	0.61%	Increased
1619	FRA Frank Rimerman Advisors Palo Alto, California	$2.43M	+$129K	7	0.14%	Increased
1620	Nikko Asset Management Americas New York	$2.43M	+$64.6K	4	0.03%	Increased
1621	EFG Everest Financial Group Minneapolis, Minnesota	$2.42M	+$4.74K	1	0.33%	Increased
1622	BSL Blue Sparrow LLC Dover, Delaware	$2.42M	+$282K	1	0.02%	Increased
1623	Heritage Wealth Advisors Richmond, Virginia	$2.42M	-$498K	9	0.08%	Reduced
1624	DAC Dividend Assets Capital Ridgeland, South Carolina	$2.42M	-$446K	2	0.47%	Reduced
1625	VCM Versant Capital Management Phoenix, Arizona	$2.42M	-$760K	33	0.22%	Reduced