← 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
2401	WAM Watershed Asset Management San Francisco, California	$276K	$0	1	0.34%	Maintained
2402	WB West Bancorporation West Des Moines, Iowa	$275K	-$9.74K	2	0.19%	Reduced
2403	CRIG Charter Research & Investment Group Southport, Connecticut	$272K	$0	1	0.25%	Maintained
2404	LWM Liberty Wealth Management Oakland, California	$272K	+$270K	1	0.11%	New
2405	MAM Marquette Asset Management Minneapolis, Minnesota	$271K	-$576K	3	0.08%	Reduced
2406	SW StrongBox Wealth Lee's Summit, Missouri	$271K	+$36.3K	1	0.18%	Increased
2407	MFG Monte Financial Group Guilford, Connecticut	$270K	$0	1	0.16%	Maintained
2408	SCA Stillwater Capital Advisors Devon, Pennsylvania	$270K	+$89.3K	1	0.05%	Increased
2409	Mesirow Financial Investment Management Chicago, Illinois	$269K	+$293K	1	1.3%	New
2410	EBA Eagle Bay Advisors New York	$269K	+$266K	9	0.16%	Increased
2411	CP Coho Partners Berwyn, Pennsylvania	$268K	$0	1	0.01%	Maintained
2412	CNHF Conrad N. Hilton Foundation Agoura Hills, California	$268K	+$306K	1	0.11%	New
2413	DAM Derbend Asset Management Peachtree City, Georgia	$268K	-$63.2K	1	0.22%	Reduced
2414	CAAM Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$267K	+$271K	1	0.19%	New
2415	PR Payden & Rygel Los Angeles, California	$267K	$0	1	0.02%	Maintained
2416	SA SL Advisors Westfield, New Jersey	$267K	-$7.79K	1	0.64%	Reduced
2417	CIA Cladis Investment Advisory Billings, Montana	$266K	$0	1	0.27%	Maintained
2418	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$265K	+$18.2K	1	0.26%	Increased
2419	CAM Centre Asset Management New York	$264K	-$4.11K	1	0.07%	Reduced
2420	OTL Oak Thistle LLC New York	$264K	-$1.94M	1	0.51%	Reduced
2421	VCM Vision Capital Management Portland, Oregon	$263K	$0	1	0.05%	Maintained
2422	Horizon Kinetics Asset Management New York	$262K	+$268K	1	0.01%	New
2423	IFS Ifrah Financial Services Little Rock, Arkansas	$262K	-$8.14K	1	0.09%	Reduced
2424	TC Truvestments Capital Sarasota, Florida	$262K	+$280K	4	0.15%	New
2425	Calamos Wealth Management Naperville, Illinois	$261K	-$121K	1	0.02%	Reduced