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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	Capital International Sarl Los Angeles, California	$350K	$0	1	0.03%	Maintained
1652	Klingenstein Fields & Co New York	$350K	$0	1	0.02%	Maintained
1653	PGA Portland Global Advisors Portland, Maine	$349K	-$45.2K	1	0.19%	Reduced
1654	QCMC Quantum Capital Management (California) San Francisco, California	$348K	-$11.2K	1	0.05%	Reduced
1655	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$347K	$0	1	0.13%	Maintained
1656	NCM Newgate Capital Management Greenwich, Connecticut	$344K	-$173K	1	0.26%	Reduced
1657	Fayez Sarofim & Co Houston, Texas	$343K	-$7.57K	1	0%	Reduced
1658	AF Aldebaran Financial	$339K	$0	1	0.31%	Maintained
1659	NAM NTV Asset Management Charleston, West Virginia	$339K	-$862K	1	0.13%	Reduced
1660	AP Atwood & Palmer Kansas City, Missouri	$338K	$0	2	0.06%	Maintained
1661	HighPoint Advisor Group Downers Grove, Illinois	$338K	+$396K	1	0.22%	New
1662	ALA Atherton Lane Advisers Menlo Park, California	$336K	$0	1	0.02%	Maintained
1663	EAM Evanson Asset Management Carmel, California	$336K	$0	1	0.12%	Maintained
1664	MC Montag & Caldwell Atlanta, Georgia	$336K	+$5.68K	1	0.01%	Increased
1665	LCM Leisure Capital Management Costa Mesa, California	$334K	-$88.9K	1	0.3%	Reduced
1666	NCM Northroad Capital Management New York	$333K	-$19.8K	1	0.2%	Reduced
1667	Braun Stacey Associates New York	$329K	+$71K	1	0.02%	Increased
1668	SAM Sequent Asset Management Houston, Texas	$322K	-$3.47K	1	0.24%	Reduced
1669	AIM Allen Investment Management New York	$321K	-$123K	1	0.03%	Reduced
1670	TCTC Holdings Dallas, Texas	$319K	$0	1	0.02%	Maintained
1671	BEAM Baker Ellis Asset Management Vancouver, Washington	$316K	$0	1	0.11%	Maintained
1672	VCM Versant Capital Management Phoenix, Arizona	$316K	+$331K	17	0.2%	New
1673	JIC Joel Isaacson & Co New York	$314K	+$6.8K	8	0.08%	Increased
1674	MAM Marquette Asset Management Minneapolis, Minnesota	$314K	$0	1	0.13%	Maintained
1675	OC Oakworth Capital Birmingham, Alabama	$314K	+$294K	5	0.13%	Increased