← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
676
WAM
Winslow Asset Management
Ohio
$9.34M -$152K 1 1.85% Reduced
677
BCFA
BP Capital Fund Advisors
Texas
$9.28M +$9.6M 2 5.08% New
678
PVH
Psagot Value Holdings
Israel
$9.19M +$6.74M 3 0.33% Increased
679
Pinnacle Associates
Pinnacle Associates
New York
$9.17M +$6.21M 5 0.19% Increased
680
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$9.17M -$482K 9 1.15% Reduced
681
SRC
Stone Run Capital
New York
$9.15M +$1.18M 3 6.36% Increased
682
OCA
Otter Creek Advisors
Florida
$9.11M +$9.11M 2 2.67% New
683
Nippon Life Insurance
Nippon Life Insurance
Japan
$9.04M -$1.14M 4 0.23% Reduced
684
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$9.01M -$128K 14 0.53% Reduced
685
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$8.98M -$172K 2 2.97% Reduced
686
FWCM
First Western Capital Management
California
$8.97M +$46.6K 2 2.8% Increased
687
HITE Hedge Asset Management
HITE Hedge Asset Management
Massachusetts
$8.95M +$11.2M 1 3.82% Increased
688
Vestor Capital
Vestor Capital
Illinois
$8.9M -$100K 1 2.62% Reduced
689
Patten & Patten
Patten & Patten
Tennessee
$8.9M -$2.34M 3 1.23% Reduced
690
UFG
United Fire Group
Iowa
$8.88M $0 3 3.77% Maintained
691
HCM
Hutchinson Capital Management
California
$8.83M +$94K 1 2.77% Increased
692
BIC
Bridges Investment Counsel
Nebraska
$8.8M $0 3 1.53% Maintained
693
GW Henssler & Associates
GW Henssler & Associates
Georgia
$8.71M +$8.66M 3 1.03% Increased
694
Rodgers Brothers
Rodgers Brothers
Pennsylvania
$8.63M -$127K 3 4.03% Reduced
695
Daiwa Securities Group
Daiwa Securities Group
Japan
$8.58M +$18.4K 9 0.06% Increased
696
CL
CIM LLC
New York
$8.54M +$8.78M 1 4.15% New
697
Wilkins Investment Counsel
Wilkins Investment Counsel
Massachusetts
$8.5M -$254K 1 3.19% Reduced
698
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$8.49M -$2.53M 3 1.44% Reduced
699
PWS
Peloton Wealth Strategists
Indiana
$8.49M +$145K 4 7.33% Increased
700
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$8.47M -$2.17M 7 0.57% Reduced