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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
1676	SC Schulhoff & Co Cincinnati, Ohio	$414K	$0	1	0.26%	Maintained
1677	GAM Gemmer Asset Management Walnut Creek, California	$413K	+$2.65K	10	0.21%	Increased
1678	BCP Berkeley Capital Partners Milton, Georgia	$412K	-$161K	1	0.29%	Reduced
1679	HHC Hutchin Hill Capital New York	$412K	-$1.06M	1	0.01%	Reduced
1680	BP BBR Partners New York	$408K	$0	1	0.07%	Maintained
1681	SCA Stonebridge Capital Advisors St Paul, Minnesota	$406K	$0	1	0.13%	Maintained
1682	RGC Roberts, Glore & Co Deerfield, Illinois	$405K	+$177K	1	0.29%	Increased
1683	MPAM Monarch Partners Asset Management Boston, Massachusetts	$403K	-$13.6M	1	0.04%	Reduced
1684	RC RBO & Co Saint Helena, California	$403K	$0	1	0.12%	Maintained
1685	MCA Morris Capital Advisors Malvern, Pennsylvania	$402K	-$14.9K	1	0.25%	Reduced
1686	Sequoia Financial Advisors Akron, Ohio	$402K	+$45.7K	1	0.07%	Increased
1687	BAM Bruderman Asset Management Locust Valley, New York	$401K	-$589K	5	0.12%	Reduced
1688	ACM Aviance Capital Management Sarasota, Florida	$399K	-$318K	1	0.01%	Reduced
1689	CFA Camarda Financial Advisors Fleming Island, Florida	$399K	-$17.2K	2	0.24%	Reduced
1690	HC Henshaw Capital Woburn, Massachusetts	$396K	$0	1	0.05%	Maintained
1691	B Bellecapital Zurich, Switzerland	$391K	+$407K	1	0.44%	New
1692	CFA Cahill Financial Advisors Edina, Minnesota	$391K	+$5.47K	1	0.25%	Increased
1693	Shinko Asset Management Company Tokyo, Japan	$391K	-$6.13K	7	0%	Reduced
1694	Accredited Investors Edina, Minnesota	$390K	-$25.5K	1	0.11%	Reduced
1695	WCM Weik Capital Management Wyomissing, Pennsylvania	$389K	$0	1	0.22%	Maintained
1696	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$384K	+$27.2K	1	0.18%	Increased
1697	BCM Blume Capital Management Berkeley, California	$383K	$0	2	0.23%	Maintained
1698	Forvis Mazars Wealth Advisors Springfield, Missouri	$381K	+$40.3K	1	0.05%	Increased
1699	LCM Leisure Capital Management Costa Mesa, California	$380K	-$2.15K	1	0.36%	Reduced
1700	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$375K	+$2.98K	1	0.1%	Increased