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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
1651	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$324K	$0	1	0.12%	Maintained
1652	EWM Evermay Wealth Management Arlington, Virginia	$324K	$0	1	0.19%	Maintained
1653	SCM Stonebridge Capital Management Los Angeles, California	$322K	+$204K	1	0.13%	Increased
1654	BEAM Baker Ellis Asset Management Vancouver, Washington	$319K	-$558K	1	0.1%	Reduced
1655	TCI Wealth Advisors Tucson, Arizona	$319K	-$557	8	0.2%	Reduced
1656	TIP Torray Investment Partners Bethesda, Maryland	$319K	-$10.9M	1	0.04%	Reduced
1657	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$318K	+$313K	7	0.13%	New
1658	MBT Montecito Bank & Trust Santa Barbara, California	$318K	-$234K	1	0.16%	Reduced
1659	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$317K	$0	1	0.03%	Maintained
1660	RIG Renaissance Investment Group Lenox, Massachusetts	$316K	$0	1	0.15%	Maintained
1661	Buckingham Strategic Wealth Clayton, Missouri	$315K	-$15.2K	1	0.12%	Reduced
1662	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$314K	$0	1	0.12%	Maintained
1663	BBI Baxter Bros Inc Riverside, Connecticut	$314K	+$84.4K	1	0.11%	Increased
1664	SouthState Corp Winter Haven, Florida	$310K	-$18.9K	1	0.04%	Reduced
1665	PC Permit Capital West Conshohocken, Pennsylvania	$307K	-$174K	1	0.19%	Reduced
1666	WA Wheatland Advisors Lancaster, Pennsylvania	$303K	$0	1	0.3%	Maintained
1667	FDS First Dallas Securities Dallas, Texas	$301K	+$70.3K	1	0.21%	Increased
1668	Avior Wealth Management Omaha, Nebraska	$300K	+$14K	5	0.23%	Increased
1669	Vaughan David Investments Peoria, Illinois	$300K	$0	1	0.02%	Maintained
1670	JIC Joel Isaacson & Co New York	$297K	+$14.5K	7	0.07%	Increased
1671	WFG Windsor Financial Group Minneapolis, Minnesota	$293K	+$286K	1	0.13%	New
1672	HCM Hodges Capital Management Dallas, Texas	$291K	+$7.95K	1	0.01%	Increased
1673	Loews Corp New York	$291K	$0	1	0%	Maintained
1674	BAM Bruderman Asset Management Locust Valley, New York	$288K	+$285K	6	0.11%	New
1675	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$286K	-$1.49M	1	0.03%	Reduced