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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	LCH Lee Capital Holdings New York	$643K	$0	1	0.46%	Maintained
2027	PAWC P.A.W. Capital Greenwich, Connecticut	$643K	$0	1	0.68%	Maintained
2028	Grove Bank & Trust Miami, Florida	$642K	-$2.06K	1	0.26%	Reduced
2029	FIM Fernwood Investment Management Quincy, Massachusetts	$640K	+$676K	1	0.34%	New
2030	KA Kaizen Advisory Wheaton, Illinois	$639K	-$1.14M	7	0.33%	Reduced
2031	EA Elm Advisors Burlingame, California	$638K	-$243	4	0.43%	Reduced
2032	BTNA Bremer Trust National Association St. Cloud, Minnesota	$632K	-$86.2K	1	0.16%	Reduced
2033	FI Fosun International Hong Kong, China	$631K	-$4.73M	2	0.03%	Reduced
2034	Lake Street Advisors Group Portsmouth, New Hampshire	$631K	-$724K	1	0.07%	Reduced
2035	Portfolio Solutions Royal Oak, Michigan	$629K	+$34.1K	1	0.09%	Increased
2036	FA FCG Advisors Chatham, New Jersey	$628K	-$387K	2	0.22%	Reduced
2037	ED Exane Derivatives Paris, France	$627K	-$537K	6	0.12%	Reduced
2038	Engine Capital Management New York	$620K	$0	1	0.58%	Maintained
2039	Meritage Portfolio Management Overland Park, Kansas	$618K	$0	1	0.06%	Maintained
2040	Capital Investment Advisory Services Raleigh, North Carolina	$617K	+$16.2K	1	0.29%	Increased
2041	GW & Wade Wellesley, Massachusetts	$617K	+$36.8K	1	0.07%	Increased
2042	Kingsview Wealth Management Grants Pass, Oregon	$617K	+$227K	2	0.13%	Increased
2043	WC Whitnell & Co Oak Brook, Illinois	$615K	$0	2	0.24%	Maintained
2044	Zevenbergen Capital Investments Edmonds, Washington	$615K	+$7.41K	1	0.02%	Increased
2045	JA JOYN Advisors Atlanta, Georgia	$614K	+$17.7K	14	0.12%	Increased
2046	Nations Financial Group Cedar Rapids, Iowa	$614K	-$37.2K	1	0.44%	Reduced
2047	RGC Roberts, Glore & Co Deerfield, Illinois	$613K	$0	2	0.35%	Maintained
2048	Becker Capital Management Portland, Oregon	$606K	+$624K	2	0.02%	New
2049	Altshuler Shaham Tel Aviv, Israel	$604K	+$69.1K	3	0.03%	Increased
2050	Steinberg Global Asset Management Boca Raton, Florida	$604K	$0	1	0.09%	Maintained