← 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
1876	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$329K	$0	1	0.13%	Maintained
1877	RFG Advisory Birmingham, Alabama	$328K	+$316K	1	0.25%	New
1878	LG Leuthold Group Minneapolis, Minnesota	$327K	-$16.6M	1	0.04%	Reduced
1879	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$327K	$0	1	0.03%	Maintained
1880	RI Ridgewood Investments Springfield, New Jersey	$325K	+$15.1K	1	0.35%	Increased
1881	CCG Cypress Capital Group Palm Beach, Florida	$324K	+$335K	1	0.08%	New
1882	KA Kovack Advisors Ft. Lauderdale, Florida	$317K	-$638K	1	0.12%	Reduced
1883	FTI Fiduciary Trust International Lincoln, Massachusetts	$313K	$0	1	0.1%	Maintained
1884	BOS Bingham Osborn & Scarborough San Francisco, California	$310K	$0	1	0.03%	Maintained
1885	MCP Mirador Capital Partners Pleasanton, California	$310K	+$301K	1	0.23%	New
1886	OAM Occidental Asset Management Burlingame, California	$310K	+$19.9K	1	0.21%	Increased
1887	BWFM Bridgewater Wealth & Financial Management Bethesda, Maryland	$306K	-$83.5K	1	0.11%	Reduced
1888	Brinker Capital Investments Berwyn, Pennsylvania	$306K	$0	3	0.01%	Maintained
1889	CL CPWM LLC Seattle, Washington	$301K	-$153K	1	0.07%	Reduced
1890	LJAC L.J. Altfest & Co New York	$301K	$0	1	0.12%	Maintained
1891	WAM Westport Asset Management Southport, Connecticut	$301K	$0	1	0.27%	Maintained
1892	Hills Bank & Trust North Liberty, Iowa	$300K	-$20.4K	1	0.1%	Reduced
1893	Capital International Sarl Los Angeles, California	$299K	+$61.3K	1	0.03%	Increased
1894	CCM Compton Capital Management Providence, Rhode Island	$299K	$0	1	0.15%	Maintained
1895	JCM Janney Capital Management Pittsburgh, Pennsylvania	$298K	-$79.8K	1	0.01%	Reduced
1896	HCA Heck Capital Advisors Rhinelander, Wisconsin	$294K	-$12.9K	1	0.18%	Reduced
1897	CWA Cypress Wealth Advisors San Francisco, California	$293K	+$6.48K	1	0.13%	Increased
1898	SGAM Steinberg Global Asset Management Boca Raton, Florida	$290K	$0	1	0.05%	Maintained
1899	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$289K	+$466	1	0.09%	Increased
1900	RCG Ruggie Capital Group Tavares, Florida	$289K	+$232K	3	0.22%	Increased