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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
2026	EMB Elefante Mark B	$366K	+$34K	1	2.67%	Increased
2027	WCP Welch Capital Partners Harrison, New York	$366K	+$348K	1	0.12%	New
2028	CBOR Community Bank of Raymore Raymore, Missouri	$364K	+$347K	1	0.14%	New
2029	WPA West Paces Advisors Atlanta, Georgia	$363K	+$199K	5	0.27%	Increased
2030	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$362K	+$345K	1	0.04%	New
2031	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$360K	$0	1	0.14%	Maintained
2032	GS GAM Systematic Cambridge, United Kingdom	$360K	-$1.13M	1	0.05%	Reduced
2033	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$357K	+$340K	1	0.2%	New
2034	AMG Advisors Management Group La Crosse, Wisconsin	$356K	+$339K	1	0.19%	New
2035	BCA Bray Capital Advisors Naples, Florida	$356K	+$339K	1	0.19%	New
2036	ACM Americafirst Capital Management Roseville, California	$354K	-$983K	1	0.48%	Reduced
2037	CWA Cypress Wealth Advisors San Francisco, California	$353K	+$336K	1	0.57%	New
2038	WAS Winch Advisory Services Appleton, Wisconsin	$353K	+$30.2K	2	0.23%	Increased
2039	Mesirow Financial Investment Management Chicago, Illinois	$351K	+$91.2K	1	1.65%	Increased
2040	HC Henshaw Capital Woburn, Massachusetts	$351K	$0	1	0.04%	Maintained
2041	Brinker Capital Investments Berwyn, Pennsylvania	$350K	+$22.9K	4	0.01%	Increased
2042	JIC Joel Isaacson & Co New York	$349K	+$332K	1	0.06%	New
2043	Jefferies Financial Group New York	$348K	+$351K	1	0.03%	New
2044	Avidian Wealth Enterprises Houston, Texas	$347K	+$330K	1	0.13%	New
2045	CG Corundum Group Colorado Springs, Colorado	$346K	+$329K	1	0.36%	New
2046	SC Scholtz & Company Stamford, Connecticut	$346K	+$329K	1	0.27%	New
2047	WIP Wellesley Investment Partners Wellesley, Massachusetts	$342K	+$326K	1	0.14%	New
2048	TPWA TRUE Private Wealth Advisors Salem, Oregon	$340K	+$324K	1	0.08%	New
2049	HHGA Halbert Hargrove Global Advisors Long Beach, California	$338K	+$322K	1	0.09%	New
2050	CWM Confluence Wealth Management Portland, Oregon	$337K	-$12.7K	1	0.17%	Reduced