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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	WCM Washington Capital Management Seattle, Washington	$453K	+$104K	1	0.44%	Increased
2002	NB Nicolet Bankshares Green Bay, Wisconsin	$451K	$0	1	0.18%	Maintained
2003	GCM Gables Capital Management Miami, Florida	$448K	-$880	3	0.32%	Reduced
2004	Giverny Capital Montreal, Quebec, Canada	$444K	$0	1	0.04%	Maintained
2005	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$444K	$0	2	0.23%	Maintained
2006	VWM Valley Wealth Managers Paramus, New Jersey	$444K	-$468K	2	0.05%	Reduced
2007	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$440K	-$3.68K	4	0.32%	Reduced
2008	CCA Cobblestone Capital Advisors Rochester, New York	$440K	+$438K	2	0.04%	New
2009	Csenge Advisory Group Clearwater, Florida	$440K	+$412K	2	0.12%	New
2010	NICM Neo Ivy Capital Management New York	$440K	+$260K	2	0.29%	Increased
2011	IIC Ironwood Investment Counsel Scottsdale, Arizona	$438K	+$562K	1	0.16%	New
2012	MVA Mount Vernon Associates Baltimore, Maryland	$438K	+$261K	1	0.66%	Increased
2013	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$437K	-$50.4K	1	0.04%	Reduced
2014	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$437K	-$23.4K	1	0.14%	Reduced
2015	CCT Chemung Canal Trust Elmira, New York	$433K	-$155K	1	0.11%	Reduced
2016	JFA JNBA Financial Advisors Bloomington, Minnesota	$433K	-$19K	5	0.09%	Reduced
2017	VCM Versant Capital Management Phoenix, Arizona	$432K	-$15.1K	16	0.2%	Reduced
2018	HCM Hilton Capital Management Garden City, New York	$431K	+$791	4	0.06%	Increased
2019	KLI Kelman-Lazarov Inc Memphis, Tennessee	$431K	-$26.8K	1	0.21%	Reduced
2020	BBWA Bell & Brown Wealth Advisors Newport Beach, California	$430K	+$443K	1	0.35%	New
2021	PSP Principal Street Partners Memphis, Tennessee	$430K	+$435K	1	0.11%	New
2022	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$423K	$0	1	0.17%	Maintained
2023	AIA Arrow Investment Advisors Laurel, Maryland	$422K	+$19.2K	1	0.2%	Increased
2024	PMFA Plante Moran Financial Advisors Southfield, Michigan	$421K	-$90.1K	7	0.12%	Reduced
2025	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$418K	+$22.1K	5	0.14%	Increased