← 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
1676	LJAC L.J. Altfest & Co New York	$286K	$0	1	0.27%	Maintained
1677	SCA Stonebridge Capital Advisors St Paul, Minnesota	$286K	$0	1	0.11%	Maintained
1678	LCM Landscape Capital Management Englewood, New Jersey	$283K	-$842K	1	0.08%	Reduced
1679	WCM Westend Capital Management Sausalito, California	$283K	+$241K	1	0.33%	Increased
1680	Cetera Advisors Denver, Colorado	$282K	+$51.3K	1	0.03%	Increased
1681	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$277K	$0	1	0.11%	Maintained
1682	Zevenbergen Capital Investments Edmonds, Washington	$277K	+$19.2K	1	0.01%	Increased
1683	RDM Retirement Design & Management Westport, Connecticut	$276K	+$4.75K	1	0.24%	Increased
1684	SGS Sterling Global Strategies Carlsbad, California	$276K	$0	1	0.84%	Maintained
1685	KA KLCM Advisors Milwaukee, Wisconsin	$274K	+$1.52K	1	0.08%	Increased
1686	London Company of Virginia Richmond, Virginia	$274K	+$267K	1	0%	New
1687	BCM Brown Capital Management Baltimore, Maryland	$273K	$0	1	0%	Maintained
1688	Capital International Sarl Los Angeles, California	$273K	+$46.9K	1	0.02%	Increased
1689	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$273K	-$2.93M	1	0.08%	Reduced
1690	EAM Evanson Asset Management Carmel, California	$271K	$0	1	0.1%	Maintained
1691	PBT Pictet Bank & Trust Nassau, Bahamas	$269K	$0	1	0.1%	Maintained
1692	VIM Veritas Investment Management London, United Kingdom	$269K	+$271K	1	0.09%	New
1693	GHA GW Henssler & Associates Kennesaw, Georgia	$267K	+$8.1K	1	0.03%	Increased
1694	NPPM North Point Portfolio Managers Orange Village, Ohio	$265K	$0	1	0.05%	Maintained
1695	CCM Carlson Capital Management Northfield, Minnesota	$263K	$0	1	0.1%	Maintained
1696	ED Exane Derivatives Paris, France	$263K	-$238K	2	0.03%	Reduced
1697	AFG Albion Financial Group Salt Lake City, Utah	$261K	+$7.67K	1	0.04%	Increased
1698	CPO Cerity Partners OCIO New York	$261K	+$278K	1	0.03%	New
1699	Greenleaf Trust Kalamazoo, Michigan	$259K	-$8.22K	1	0.01%	Reduced
1700	TI Telemetry Investments New York	$258K	-$119K	1	0.14%	Reduced