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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
651
ACM
American Capital Management
New York
$10.2M +$2.11M 1 1.2% Increased
652
DCM
Dupont Capital Management
Delaware
$10.2M -$1.38M 3 0.16% Reduced
653
FAM
Fiduciary Asset Management
Missouri
$10.1M +$609K 1 2.16% Increased
654
CPS
Counsel Portfolio Services
Ontario, Canada
$10.1M +$7.43M 2 1.01% Increased
655
JPMIA
J.P. Marvel Investment Advisors
Massachusetts
$10.1M -$147K 2 3.54% Reduced
656
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$10M +$2.79K 4 0.52% Increased
657
Norinchukin Bank
Norinchukin Bank
Japan
$10M +$505K 6 0.28% Increased
658
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$10M -$1.19M 8 0.65% Reduced
659
ACM
Ativo Capital Management
Illinois
$10M +$9.77M 2 4.06% New
660
CL
Croft-Leominster
Maryland
$10M -$559K 3 1.59% Reduced
661
PP
Patten & Patten
Tennessee
$9.99M +$14.5K 3 1.35% Increased
662
SSWM
Sheets Smith Wealth Management
North Carolina
$9.99M -$294K 4 2.79% Reduced
663
Colony Group
Colony Group
Massachusetts
$9.98M +$9.51M 3 1.35% Increased
664
MCM
Monarch Capital Management
Indiana
$9.98M -$234K 2 3.95% Reduced
665
Curi RMB Capital
Curi RMB Capital
Illinois
$9.93M +$8.16M 3 0.68% Increased
666
SCP
Sandhill Capital Partners
New York
$9.93M -$1.24M 1 3.76% Reduced
667
CII
CR Intrinsic Investors
Connecticut
$9.93M -$5.08M 1 0.37% Reduced
668
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$9.91M -$613K 1 1.35% Reduced
669
MCM
Manchester Capital Management
Vermont
$9.91M +$611K 24 1.59% Increased
670
BCM
Buckhead Capital Management
Georgia
$9.85M -$269K 1 1.25% Reduced
671
RCAG
Rehmann Capital Advisory Group
Michigan
$9.85M +$45.9K 2 2.66% Increased
672
USGIU
U.S. Global Investors (USGI)
Texas
$9.82M +$7.51M 2 1.62% Increased
673
TI
Trigran Investments
Illinois
$9.77M $0 1 4.29% Maintained
674
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$9.76M +$333K 2 1.16% Increased
675
NC
Nokomis Capital
Texas
$9.72M +$69.7M 1 3.23% Increased