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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	PAM Peak Asset Management Louisville, Colorado	$436K	$0	1	0.21%	Maintained
1602	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$434K	-$7.12K	3	0.3%	Reduced
1603	SG Somerset Group Wayzata, Minnesota	$433K	-$3.4K	1	0.47%	Reduced
1604	BC Barnett & Company Chattanooga, Tennessee	$432K	+$23.6K	3	0.23%	Increased
1605	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$430K	+$36.1K	1	0.21%	Increased
1606	PCM Prelude Capital Management New York	$427K	+$20.4K	6	0.06%	Increased
1607	PCM Princeton Capital Management Red Bank, New Jersey	$427K	$0	1	0.48%	Maintained
1608	BP BBR Partners New York	$425K	$0	1	0.07%	Maintained
1609	FBFS First Business Financial Services Madison, Wisconsin	$425K	+$121K	1	0.12%	Increased
1610	WOC West Oak Capital Westlake Village, California	$424K	$0	4	0.33%	Maintained
1611	CCM Cohen Capital Management Corte Madera, California	$419K	$0	1	0.13%	Maintained
1612	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$419K	+$9.35K	1	0.16%	Increased
1613	CAM Centre Asset Management New York	$413K	-$128K	1	0.07%	Reduced
1614	EMG ETF Managers Group Summit, New Jersey	$412K	+$364K	13	0.3%	New
1615	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$408K	-$154K	1	0.32%	Reduced
1616	TCI Wealth Advisors Tucson, Arizona	$408K	-$22.9K	8	0.23%	Reduced
1617	MIC MU Investments Company Tokyo, Japan	$406K	$0	2	0.26%	Maintained
1618	PIM Progressive Investment Management Lake Oswego, Oregon	$406K	$0	1	0.41%	Maintained
1619	SC Schulhoff & Co Cincinnati, Ohio	$406K	$0	1	0.27%	Maintained
1620	VIM Veritas Investment Management London, United Kingdom	$406K	+$82.9K	1	0.08%	Increased
1621	HF Hoxton Financial Shepherdstown, West Virginia	$404K	+$241K	4	0.21%	Increased
1622	BCM Blume Capital Management Berkeley, California	$402K	$0	2	0.28%	Maintained
1623	LDB Lee, Danner & Bass Nashville, Tennessee	$401K	+$4.58K	1	0.05%	Increased
1624	MMEA MEAG MUNICH ERGO AssetManagement Munich, Germany	$399K	$0	1	0.23%	Maintained
1625	HCM Highlander Capital Management Short Hills, New Jersey	$398K	+$63.4K	5	0.37%	Increased