← All themes

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
1626	NPPM North Point Portfolio Managers Orange Village, Ohio	$261K	$0	1	0.05%	Maintained
1627	PFM Parsec Financial Management Asheville, North Carolina	$260K	$0	1	0.03%	Maintained
1628	Avior Wealth Management Omaha, Nebraska	$257K	+$30.8K	4	0.22%	Increased
1629	OMC Overbrook Management Corp New York	$253K	$0	1	0.05%	Maintained
1630	ST Spinnaker Trust Portland, Maine	$252K	-$10.6K	1	0.04%	Reduced
1631	DBG De Burlo Group Boston, Massachusetts	$251K	$0	1	0.06%	Maintained
1632	MBT Monroe Bank & Trust Monroe, Michigan	$251K	+$101K	3	0.08%	Increased
1633	FBFS First Business Financial Services Madison, Wisconsin	$250K	+$240K	1	0.09%	New
1634	LCM LVM Capital Management Portage, Michigan	$250K	$0	1	0.08%	Maintained
1635	Vaughan David Investments Peoria, Illinois	$249K	+$10.1K	1	0.01%	Increased
1636	AFG Albion Financial Group Salt Lake City, Utah	$246K	$0	1	0.04%	Maintained
1637	HC Hourglass Capital Houston, Texas	$246K	$0	1	0.04%	Maintained
1638	VNA VNBTrust National Association Charlottesville, Virginia	$246K	$0	1	0.12%	Maintained
1639	Alpha Cubed Investments Irvine, California	$244K	-$4.97K	1	0.11%	Reduced
1640	BCAM Boston Common Asset Management Boston, Massachusetts	$244K	-$26.2K	1	0.01%	Reduced
1641	Diversified Trust Memphis, Tennessee	$244K	+$250K	1	0.02%	New
1642	GGPS Gary Goldberg Planning Services Suffern, New York	$240K	-$116K	3	0.11%	Reduced
1643	IMOV Investment Management of Virginia Richmond, Virginia	$240K	$0	1	0.04%	Maintained
1644	SFSG Stearns Financial Services Group Greensboro, North Carolina	$239K	+$233K	1	0.09%	New
1645	IAM Iridian Asset Management Westport, Connecticut	$236K	-$96.5K	1	0%	Reduced
1646	WAM Westport Asset Management Southport, Connecticut	$234K	$0	1	0.09%	Maintained
1647	AIA Arbor Investment Advisors Winston Salem, North Carolina	$232K	$0	1	0.12%	Maintained
1648	BWM Braver Wealth Management Needham, Massachusetts	$232K	$0	1	0.06%	Maintained
1649	NPA Nichols & Pratt Advisers Boston, Massachusetts	$231K	$0	1	0.02%	Maintained
1650	Savant Capital Rockford, Illinois	$231K	+$3.95K	1	0.1%	Increased