← All themes

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
2301	GWM GSB Wealth Management Guilford, Connecticut	$263K	$0	1	1.27%	Maintained
2302	Brinker Capital Investments Berwyn, Pennsylvania	$262K	-$52.4K	4	0.01%	Reduced
2303	GC Garde Capital Seattle, Washington	$261K	-$1.08K	1	0.05%	Reduced
2304	HT Heritage Trust Oklahoma City, Oklahoma	$260K	+$4.22K	2	0.1%	Increased
2305	SCG Sonata Capital Group Seattle, Washington	$260K	+$362	1	0.19%	Increased
2306	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$258K	-$53.6K	5	0.22%	Reduced
2307	GCMG Gyroscope Capital Management Group Naples, Florida	$258K	+$22.9K	1	0.12%	Increased
2308	ACM Armbruster Capital Management Pittsford, New York	$257K	$0	3	0.12%	Maintained
2309	TFF The Family Firm Bethesda, Maryland	$257K	-$392K	1	0.1%	Reduced
2310	HWA Heritage Way Advisors Rockford, Illinois	$255K	$0	1	0.2%	Maintained
2311	Lockheed Martin Investment Management Bethesda, Maryland	$255K	-$571K	1	0.01%	Reduced
2312	CG Corundum Group Colorado Springs, Colorado	$253K	-$73.8K	1	0.27%	Reduced
2313	RIM Ranger Investment Management Dallas, Texas	$253K	$0	1	0.02%	Maintained
2314	AIM Alambic Investment Management Belvedere, California	$252K	+$42.4K	1	0.04%	Increased
2315	MCF Advisors Covington, Kentucky	$252K	-$41.8K	4	0.05%	Reduced
2316	BFG Beacon Financial Group Dallas, Texas	$250K	$0	1	0.04%	Maintained
2317	MSR Main Street Research Lakeville, Connecticut	$250K	-$242K	1	0.04%	Reduced
2318	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$247K	+$274K	2	0.15%	New
2319	RWA River Wealth Advisors Camp Hill, Pennsylvania	$244K	-$14.3K	1	0.1%	Reduced
2320	GFP Gryphon Financial Partners Columbus, Ohio	$243K	-$51.7K	9	0.12%	Reduced
2321	PWM Paulson Wealth Management Wheaton, Illinois	$243K	-$15.5K	1	0.24%	Reduced
2322	Dakota Wealth Management Palm Beach Gardens, Florida	$241K	$0	1	0.12%	Maintained
2323	MFW Mosaic Family Wealth St. Louis, Missouri	$241K	-$39.5K	4	0.09%	Reduced
2324	KS Karpas Strategies Litchfield, Connecticut	$240K	$0	1	0.1%	Maintained
2325	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$240K	$0	1	0.17%	Maintained