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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
2001	AWM AllSquare Wealth Management Albany, New York	$178K	-$44K	4	0.16%	Reduced
2002	IF Ironwood Financial Tucson, Arizona	$178K	$0	5	0.12%	Maintained
2003	JFA JNBA Financial Advisors Bloomington, Minnesota	$173K	+$2.57K	5	0.04%	Increased
2004	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$173K	$0	2	0.21%	Maintained
2005	EWM Edge Wealth Management New York	$169K	-$22K	5	0.06%	Reduced
2006	WVP Worth Venture Partners Fort Lee, New Jersey	$166K	+$14.5K	1	0.15%	Increased
2007	CFA Camarda Financial Advisors Fleming Island, Florida	$163K	-$359K	2	0.16%	Reduced
2008	Balentine LLC Atlanta, Georgia	$162K	+$9.05K	5	0.02%	Increased
2009	PO Private Ocean San Rafael, California	$162K	$0	4	0.11%	Maintained
2010	WIM Westside Investment Management Santa Monica, California	$155K	+$19.6K	9	0.07%	Increased
2011	BRC Bell Rock Capital Rehoboth Beach, Delaware	$153K	+$61	4	0.14%	Increased
2012	WPA West Paces Advisors Atlanta, Georgia	$152K	-$47.5K	5	0.12%	Reduced
2013	Capital Analysts LLC Fort Washington, Pennsylvania	$152K	$0	1	0.02%	Maintained
2014	Close Asset Management London, United Kingdom	$147K	+$23.3K	4	0.02%	Increased
2015	MCF Advisors Covington, Kentucky	$145K	+$155	3	0.03%	Increased
2016	ADL Asset Dedication LLC San Francisco, California	$141K	+$41.7K	4	0.08%	Increased
2017	OFW Omnia Family Wealth Aventura, Florida	$140K	+$20.1K	7	0.07%	Increased
2018	FI FCM Investments Dallas, Texas	$138K	-$34K	1	0.09%	Reduced
2019	ACM AUA Capital Management Camp Hill, Pennsylvania	$134K	-$371K	2	0.13%	Reduced
2020	FCB First Command Bank Fort Worth, Texas	$133K	$0	5	0.09%	Maintained
2021	FCFS First Command Financial Services Fort Worth, Texas	$133K	$0	5	0.09%	Maintained
2022	BWM Baystate Wealth Management Boston, Massachusetts	$132K	-$2.98K	6	0.03%	Reduced
2023	AOWM Alpha Omega Wealth Management Richmond, Virginia	$131K	-$1K	5	0.07%	Reduced
2024	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$131K	$0	1	0.05%	Maintained
2025	SGA Strategic Global Advisors Newport Beach, California	$128K	-$22.5K	1	0.05%	Reduced