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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	Pure Financial Advisors San Diego, California	$688K	+$727K	1	0.15%	New
2002	GCMG Gyroscope Capital Management Group Naples, Florida	$679K	+$53.1K	2	0.28%	Increased
2003	Maven Securities St Helier, Jersey	$679K	-$1.32M	1	0.25%	Reduced
2004	SRCM Swift Run Capital Management Charlottesville, Virginia	$676K	$0	1	0.59%	Maintained
2005	Trustmark National Bank Trust Department Jackson, Mississippi	$675K	+$40K	6	0.07%	Increased
2006	PIA Pinion Investment Advisors Wichita, Kansas	$674K	+$33.4K	2	1.29%	Increased
2007	ICM Intrepid Capital Management Jacksonville Beach, Florida	$670K	-$372K	1	0.26%	Reduced
2008	Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$669K	$0	2	0.07%	Maintained
2009	Sandhill Capital Partners Buffalo, New York	$665K	-$10.1M	1	0.1%	Reduced
2010	MBT Monroe Bank & Trust Monroe, Michigan	$664K	-$447K	1	0.2%	Reduced
2011	Chas P. Smith & Associates (CPS) Lakeland, Florida	$663K	+$21.7K	1	0.08%	Increased
2012	Magnetar Financial Evanston, Illinois	$662K	-$17.9M	2	0.01%	Reduced
2013	PCM Princeton Capital Management Red Bank, New Jersey	$662K	-$6.88K	1	0.27%	Reduced
2014	Sun Life Financial Toronto, Ontario, Canada	$660K	-$14K	5	0.12%	Reduced
2015	CC Cornerstone Capital Palo Alto, California	$657K	-$13.8K	1	0.1%	Reduced
2016	MCM McKinley Capital Management Anchorage, Alaska	$656K	+$318K	3	0.04%	Increased
2017	Edgemoor Investment Advisors Bethesda, Maryland	$655K	$0	1	0.08%	Maintained
2018	ECM EII Capital Management New York	$655K	+$28.1K	4	0.36%	Increased
2019	CWM Cedar Wealth Management Walnut Creek, California	$654K	+$344K	1	0.34%	Increased
2020	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$652K	$0	1	0.59%	Maintained
2021	MYDA Advisors Woodmere, New York	$649K	-$41.9K	1	0.35%	Reduced
2022	WBG Wharton Business Group Malvern, Pennsylvania	$649K	-$3.1K	1	0.06%	Reduced
2023	Hudock Inc Williamsport, Pennsylvania	$645K	+$79.5K	8	0.25%	Increased
2024	CA Cambridge Advisors Omaha, Nebraska	$644K	$0	1	0.22%	Maintained
2025	Gemmer Asset Management Walnut Creek, California	$644K	-$11.7K	10	0.2%	Reduced