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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	DRD Dennis R. Delaney	$540K	+$228K	2	1.15%	Increased
1602	GBA Garrison Bradford & Associates New York	$539K	$0	1	0.51%	Maintained
1603	Penserra Capital Management Orinda, California	$538K	-$357K	14	0.07%	Reduced
1604	WOC West Oak Capital Westlake Village, California	$537K	+$47.7K	5	0.37%	Increased
1605	MAM Marquette Asset Management Minneapolis, Minnesota	$535K	$0	1	0.23%	Maintained
1606	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$534K	+$281K	9	0.45%	Increased
1607	ST Sabal Trust St. Petersburg, Florida	$532K	-$20.9K	1	0.06%	Reduced
1608	SRCM Swift Run Capital Management Charlottesville, Virginia	$531K	$0	1	0.31%	Maintained
1609	PCM Prelude Capital Management New York	$529K	-$61.4K	6	0.06%	Reduced
1610	PIM Progressive Investment Management Lake Oswego, Oregon	$528K	+$28.5K	1	0.49%	Increased
1611	WTB Washington Trust Bank Spokane, Washington	$528K	+$14K	10	0.13%	Increased
1612	WA WESPAC Advisors Orinda, California	$528K	+$493K	1	0.6%	New
1613	PCM Perkins Capital Management Wayzata, Minnesota	$527K	-$126K	1	0.53%	Reduced
1614	AP Advisors Preferred Rockville, Maryland	$526K	+$196K	3	0.25%	Increased
1615	IC IKOS CIF Limassol, Cyprus	$524K	-$633K	2	3.14%	Reduced
1616	PHK Point72 Hong Kong Hong Kong	$522K	-$211K	4	0.28%	Reduced
1617	VIM Veritas Investment Management London, United Kingdom	$521K	$0	1	0.1%	Maintained
1618	PAM Peak Asset Management Louisville, Colorado	$517K	$0	1	0.22%	Maintained
1619	ZF Zhang Financial Portage, Michigan	$516K	-$933	1	0.28%	Reduced
1620	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$515K	+$6.28K	1	0.25%	Increased
1621	DVM Dreman Value Management West Palm Beach, Florida	$515K	$0	3	0.31%	Maintained
1622	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$515K	+$17.1K	5	0.25%	Increased
1623	LAM Lebenthal Asset Management New York	$515K	+$119K	7	0.07%	Increased
1624	Krilogy Financial St. Louis, Missouri	$514K	-$3.38K	5	0.16%	Reduced
1625	HCM Highlander Capital Management Short Hills, New Jersey	$512K	$0	5	0.46%	Maintained