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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
1976	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$214K	-$383K	1	0.24%	Reduced
1977	CHP Cable Hill Partners Portland, Oregon	$212K	-$56.7K	10	0.11%	Reduced
1978	HCM Hengehold Capital Management Cincinnati, Ohio	$212K	-$1.83M	1	0.06%	Reduced
1979	KP Keel Point Huntsville, Alabama	$212K	-$8.93K	1	0.04%	Reduced
1980	CL Croft-Leominster Baltimore, Maryland	$211K	+$204K	1	0.05%	New
1981	WA1 Wimmer Associates 1 Pasadena, California	$210K	-$16.6K	1	0.2%	Reduced
1982	CPA Capital Planning Advisors Roseville, California	$208K	+$201K	1	0.1%	New
1983	CG CFO4Life Group Coppell, Texas	$208K	+$210K	1	0.19%	New
1984	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$207K	+$200K	1	0.11%	New
1985	CC Cedar Capital Barrington, Illinois	$205K	+$197K	1	0.09%	New
1986	ECM EagleClaw Capital Management Boston, Massachusetts	$204K	+$195K	1	0.12%	New
1987	PMFA Plante Moran Financial Advisors Southfield, Michigan	$203K	-$185K	7	0.12%	Reduced
1988	SCM SKBA Capital Management San Francisco, California	$203K	+$193K	1	0.03%	New
1989	Dakota Wealth Management Palm Beach Gardens, Florida	$202K	+$195K	1	0.12%	New
1990	HP HT Partners Centerbrook, Connecticut	$202K	+$195K	1	0.09%	New
1991	VCAM Van Cleef Asset Management Beachwood, Ohio	$201K	+$194K	1	0.06%	New
1992	LWM Lyell Wealth Management Menlo Park, California	$200K	+$191K	1	0.11%	New
1993	JCM Jacobi Capital Management Pittston, Pennsylvania	$199K	+$41.9K	5	0.1%	Increased
1994	GP GLG Partners London, United Kingdom	$191K	-$1.42M	1	0.01%	Reduced
1995	PCM Perkins Capital Management Wayzata, Minnesota	$191K	-$43.2K	1	0.2%	Reduced
1996	KAM Kazazian Asset Management Fort Lauderdale, Florida	$189K	$0	1	0.26%	Maintained
1997	SC SRB Corp Boston, Massachusetts	$186K	-$14.7K	1	0.03%	Reduced
1998	Crestwood Advisors Group Boston, Massachusetts	$185K	+$175K	4	0.02%	New
1999	EA Evanston Advisors Schaumburg, Illinois	$185K	+$181K	1	0.05%	New
2000	IWA Intercontinental Wealth Advisors San Antonio, Texas	$185K	+$181K	1	0.11%	New