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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	CPO Cerity Partners OCIO New York	$417K	+$11.5K	1	0.02%	Increased
2027	EMB Elefante Mark B	$412K	+$2.67K	1	1.62%	Increased
2028	3AM 3D Asset Management Hartford, Connecticut	$410K	$0	1	0.1%	Maintained
2029	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$410K	$0	1	0.06%	Maintained
2030	Stonehage Fleming Financial Services St. Helier, Jersey	$410K	$0	1	0.02%	Maintained
2031	CWM Cahaba Wealth Management Atlanta, Georgia	$409K	+$1.57K	1	0.1%	Increased
2032	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$407K	+$1.89K	9	0.18%	Increased
2033	IC Investment Counsel Petoskey, Michigan	$405K	-$200K	1	0.29%	Reduced
2034	RM Resource Management Metairie, Louisiana	$405K	-$479K	2	0.07%	Reduced
2035	BCA Berman Capital Advisors Atlanta, Georgia	$404K	+$40K	15	0.13%	Increased
2036	GAM Gemmer Asset Management Walnut Creek, California	$403K	-$2.54K	11	0.1%	Reduced
2037	GIM Greenwich Investment Management Norwalk, Connecticut	$403K	$0	1	0.42%	Maintained
2038	SCM SOL Capital Management Rockville, Maryland	$403K	$0	1	0.11%	Maintained
2039	TTWM TCV Trust & Wealth Management Richmond, Virginia	$403K	-$26.3K	1	0.05%	Reduced
2040	BBNA Bremer Bank National Association St Paul, Minnesota	$402K	+$33.1K	2	0.09%	Increased
2041	JFM Jackson Financial Management Costa Mesa, California	$402K	$0	1	0.24%	Maintained
2042	SBA Secrest Blakey & Associates Raleigh, North Carolina	$399K	+$41K	1	0.33%	Increased
2043	Merriman Wealth Management Seattle, Washington	$398K	$0	1	0.08%	Maintained
2044	OC Oakworth Capital Birmingham, Alabama	$398K	+$42.9K	4	0.08%	Increased
2045	PFA Paradigm Financial Advisors Des Peres, Missouri	$398K	$0	1	0.16%	Maintained
2046	ST Sabal Trust St. Petersburg, Florida	$398K	-$22.7M	1	0.03%	Reduced
2047	Simon Quick Advisors Morristown, New Jersey	$398K	+$87.5K	4	0.18%	Increased
2048	OA Oxbow Advisors Austin, Texas	$397K	-$8.72K	1	0.05%	Reduced
2049	RG Rikoon Group Santa Fe, New Mexico	$397K	$0	1	0.15%	Maintained
2050	SC Selz Capital New York	$395K	$0	1	0.1%	Maintained