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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	NAM NTV Asset Management Charleston, West Virginia	$727K	$0	1	0.23%	Maintained
1652	Becker Capital Management Portland, Oregon	$723K	-$309K	1	0.03%	Reduced
1653	BTIS BB&T Investment Services Charlotte, North Carolina	$722K	+$187K	10	0.28%	Increased
1654	LCM Landscape Capital Management Englewood, New Jersey	$722K	-$326K	2	0.07%	Reduced
1655	SMH Sanders Morris Harris Houston, Texas	$721K	$0	1	0.26%	Maintained
1656	ABP Arthur B. Page	$720K	+$2.92K	1	0.64%	Increased
1657	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$720K	-$85.7K	2	1.17%	Reduced
1658	WP Wedgewood Partners St Louis, Missouri	$717K	$0	1	0.02%	Maintained
1659	FCAG First Capital Advisors Group Little Silver, New Jersey	$716K	-$333K	1	0.53%	Reduced
1660	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$714K	$0	1	0.14%	Maintained
1661	LBC Lowe Brockenbrough & Co Richmond, Virginia	$708K	-$50.9K	1	0.11%	Reduced
1662	NG NatWest Group Edinburgh, Scotland, United Kingdom	$708K	$0	1	0.15%	Maintained
1663	Northeast Financial Consultants Westport, Connecticut	$702K	-$122K	2	0.29%	Reduced
1664	KMC Kirr Marbach & Co Columbus, Indiana	$695K	$0	1	0.15%	Maintained
1665	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$692K	-$186K	2	0.04%	Reduced
1666	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$691K	-$12.2K	1	0.44%	Reduced
1667	GCA Gideon Capital Advisors New York	$689K	-$653K	2	0.41%	Reduced
1668	WPP Whalerock Point Partners Providence, Rhode Island	$686K	-$55.1K	1	0.26%	Reduced
1669	TC TFS Capital West Chester, Pennsylvania	$682K	-$425K	2	0.22%	Reduced
1670	HWP Hefty Wealth Partners Auburn, Indiana	$681K	-$533K	2	0.5%	Reduced
1671	DI Diligent Investors Redlands, California	$679K	+$155	1	0.52%	Increased
1672	EP Wealth Advisors Torrance, California	$678K	+$686K	1	0.09%	New
1673	Horizon Kinetics New York	$674K	-$78.1K	2	0.02%	Reduced
1674	NIA Northstar Investment Advisors Denver, Colorado	$670K	$0	2	0.14%	Maintained
1675	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$669K	+$39K	2	0.62%	Increased