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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	RIG Renaissance Investment Group Lenox, Massachusetts	$700K	+$480K	3	0.28%	Increased
2027	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$699K	+$65.9K	1	0.09%	Increased
2028	MCM Mainstay Capital Management Grand Blanc, Michigan	$698K	+$694K	7	0.58%	New
2029	SCP Sandhill Capital Partners Buffalo, New York	$688K	+$5.76K	1	0.12%	Increased
2030	MPM Meritage Portfolio Management Overland Park, Kansas	$685K	$0	1	0.07%	Maintained
2031	WCM Whitener Capital Management Rocky Mount, North Carolina	$679K	+$678K	5	0.58%	New
2032	Horizon Kinetics New York	$678K	-$78.1K	2	0.02%	Reduced
2033	AIM Advantage Investment Management Cedar Rapids, Iowa	$677K	+$207K	8	0.21%	Increased
2034	KMC Kirr Marbach & Co Columbus, Indiana	$674K	$0	1	0.14%	Maintained
2035	AF Ally Financial Detroit, Michigan	$671K	$0	1	0.13%	Maintained
2036	TFF The Family Firm Bethesda, Maryland	$671K	+$540	2	0.27%	Increased
2037	MBA McQueen Ball & Associates Bethlehem, Pennsylvania	$669K	$0	1	0.4%	Maintained
2038	KJWM Kiley Juergens Wealth Management Olympia, Washington	$667K	+$665K	6	0.6%	New
2039	BCM Bienville Capital Management New York	$665K	+$35.5K	2	0.12%	Increased
2040	WCWM Willow Creek Wealth Management Sebastopol, California	$662K	+$629K	1	0.44%	New
2041	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$660K	-$386K	1	0.04%	Reduced
2042	TCM Tuttle Capital Management Riverside, Connecticut	$658K	-$509K	2	0.8%	Reduced
2043	MC Miles Capital West Des Moines, Iowa	$656K	-$26K	2	0.38%	Reduced
2044	PS Portfolio Solutions Royal Oak, Michigan	$656K	+$655K	1	0.09%	New
2045	HCA Heck Capital Advisors Rhinelander, Wisconsin	$656K	+$96.2K	2	0.32%	Increased
2046	AC Arjuna Capital Durham, North Carolina	$655K	+$629K	2	0.61%	New
2047	SHA Seneca House Advisors Richmond, Virginia	$650K	+$649K	1	0.56%	New
2048	CFA Cahill Financial Advisors Edina, Minnesota	$646K	-$31.7K	1	0.32%	Reduced
2049	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$646K	-$117K	1	0.04%	Reduced
2050	WRM Weybosset Research & Management Province, Rhode Island	$645K	+$19.8K	1	0.39%	Increased