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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
626
DC
Deere & Company
Illinois
$10.4M +$396K 6 0.53% Increased
627
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$10.4M -$49.2K 6 0.76% Reduced
628
MLL
Moody Lynn & Lieberson
Massachusetts
$10.3M -$862K 2 1.4% Reduced
629
NCCM
Nine Chapters Capital Management
New Jersey
$10.2M +$6.69M 8 1.03% Increased
630
Sentry Investments
Sentry Investments
Ontario, Canada
$10.2M $0 1 0.17% Maintained
631
TI
Trigran Investments
Illinois
$10.2M -$549K 1 4.52% Reduced
632
RBA
Richard Bernstein Advisors
New York
$10.2M +$2.56M 6 2.07% Increased
633
CL
Croft-Leominster
Maryland
$10.2M -$298K 3 1.55% Reduced
634
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$10.2M -$282K 3 1.59% Reduced
635
SAM
Scopus Asset Management
New York
$10.2M -$11.3M 1 0.24% Reduced
636
FNB
First Niagara Bank
New York
$10M -$683K 4 1.93% Reduced
637
RCP
Rothschild Capital Partners
New York
$10M $0 1 4.72% Maintained
638
CCC
Chelsea Counsel Company
California
$10M -$2.78M 3 2.37% Reduced
639
JPMIA
J.P. Marvel Investment Advisors
Massachusetts
$9.99M +$94.6K 2 3.58% Increased
640
SC
Skylands Capital
Wisconsin
$9.99M -$341K 4 1.08% Reduced
641
SSWM
Sheets Smith Wealth Management
North Carolina
$9.96M -$409K 2 2.75% Reduced
642
OCM
Olstein Capital Management
New York
$9.83M -$3.95M 2 1.41% Reduced
643
NC
Nokomis Capital
Texas
$9.82M +$7.43M 1 3.5% New
644
ZCG
Zesiger Capital Group
New York
$9.78M -$56.9K 1 3.7% Reduced
645
PRA
Parametric Risk Advisors
Connecticut
$9.77M -$5.05M 1 0.69% Reduced
646
VFM
Viking Fund Management
North Dakota
$9.77M +$2.81M 1 1.49% Increased
647
BIC
Beach Investment Counsel
Pennsylvania
$9.71M +$9.23M 1 0.9% New
648
JEW
Jamison Eaton & Wood
New Jersey
$9.61M -$305K 2 2.5% Reduced
649
CEP
Chicago Equity Partners
Illinois
$9.55M -$8.72M 2 0.29% Reduced
650
BB&T Securities
BB&T Securities
Virginia
$9.52M -$11M 7 0.26% Reduced