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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	NCM Northroad Capital Management New York	$425K	+$399K	1	0.23%	New
1602	ANRIA American National Registered Investment Advisor Galveston, Texas	$423K	-$21.3K	1	0.2%	Reduced
1603	SPC Stewart & Patten Company Lafayette, California	$423K	-$212K	1	0.09%	Reduced
1604	PGA Portland Global Advisors Portland, Maine	$421K	-$15K	1	0.22%	Reduced
1605	Squarepoint New York	$417K	-$1.21M	2	0.15%	Reduced
1606	PHK Point72 Hong Kong Hong Kong	$411K	+$94.9K	2	0.36%	Increased
1607	CHC City Holding Co Charleston, West Virginia	$405K	$0	7	0.21%	Maintained
1608	LPU Lansdowne Partners (UK) London, United Kingdom	$405K	+$381K	1	0%	New
1609	GIM Greylin Investment Management Orange, Virginia	$403K	-$70.3K	1	0.1%	Reduced
1610	JPTCCM J.P. Turner & Co Capital Management Atlanta, Georgia	$399K	+$56.2K	1	0.37%	Increased
1611	LH Lebenthal Holdings New York	$399K	+$405K	1	0.09%	New
1612	GAM Gemmer Asset Management Walnut Creek, California	$394K	+$264K	11	0.24%	Increased
1613	LCM Leisure Capital Management Costa Mesa, California	$393K	+$284K	2	0.39%	Increased
1614	MNBTD Moody National Bank Trust Division Galveston, Texas	$393K	+$5.31K	1	0.03%	Increased
1615	CCM Cohen Capital Management Corte Madera, California	$390K	$0	1	0.1%	Maintained
1616	WCM Washington Capital Management Seattle, Washington	$390K	$0	1	0.22%	Maintained
1617	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$387K	+$1.2K	3	0.23%	Increased
1618	SC Schulhoff & Co Cincinnati, Ohio	$383K	$0	1	0.24%	Maintained
1619	First Citizens Bank & Trust Raleigh, North Carolina	$382K	-$1.46M	1	0.03%	Reduced
1620	IR IAT Reinsurance New York	$377K	$0	1	0.06%	Maintained
1621	TDC Thompson Davis & Co Richmond, Virginia	$377K	-$83.1K	10	0.45%	Reduced
1622	BCAM Boston Common Asset Management Boston, Massachusetts	$375K	-$12.3K	1	0.02%	Reduced
1623	MC Martin & Co Knoxville, Tennessee	$373K	$0	1	0.12%	Maintained
1624	IC IKOS CIF Limassol, Cyprus	$369K	+$186K	1	0.85%	Increased
1625	GAM Griffin Asset Management New York	$368K	$0	1	0.11%	Maintained