← 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
701
Cetera Advisor Networks
Cetera Advisor Networks
California
$8.22M -$288K 6 0.63% Reduced
702
GMIM
General Motors Investment Management
New York
$8.22M +$3.85M 8 0.67% Increased
703
SGCIA
Smith Graham & Co Investment Advisors
Texas
$8.2M -$666K 1 1.16% Reduced
704
LCM
Lomas Capital Management
New York
$8.19M +$7.47M 1 2.2% New
705
VC
Vestor Capital
Illinois
$8.18M +$142K 1 2.96% Increased
706
BBA
BLB&B Advisors
Pennsylvania
$8.15M -$114K 4 1.95% Reduced
707
DP
Dearborn Partners
Illinois
$8.13M +$411K 4 0.95% Increased
708
GCP
GSA Capital Partners
United Kingdom
$8.12M -$694K 9 0.64% Reduced
709
CC
Columbia Capital
California
$8.07M +$40.2K 3 7.13% Increased
710
WIC
Wilkins Investment Counsel
Massachusetts
$8.02M -$172K 1 3.33% Reduced
711
SCM
SIR Capital Management
New York
$7.93M +$1.76M 1 1.48% Increased
712
UMB Bank
UMB Bank
Missouri
$7.84M +$1.71M 3 0.43% Increased
713
PP
Paloma Partners
Connecticut
$7.79M +$172K 9 0.39% Increased
714
VAM
Verity Asset Management
North Carolina
$7.79M +$7.36M 2 8.51% New
715
UFG
United Fire Group
Iowa
$7.7M $0 3 3.45% Maintained
716
ARTA
A.R.T. Advisors
New York
$7.67M -$10.8M 8 0.41% Reduced
717
TAM
TPH Asset Management
Texas
$7.63M +$835K 3 2.9% Increased
718
PC
Passport Capital
California
$7.53M +$519K 3 0.26% Increased
719
Pinnacle Associates
Pinnacle Associates
New York
$7.46M -$148K 5 0.15% Reduced
720
FSA
Franklin Street Advisors
North Carolina
$7.44M +$732K 2 1.5% Increased
721
HM Payson & Co
HM Payson & Co
Maine
$7.41M -$57.9K 3 0.4% Reduced
722
Creative Planning
Creative Planning
Kansas
$7.36M +$312K 24 0.13% Increased
723
ACP
Ashfield Capital Partners
California
$7.32M -$34.6K 4 0.35% Reduced
724
BIC
Bridges Investment Counsel
Nebraska
$7.31M -$144K 4 1.68% Reduced
725
PWM
Patriot Wealth Management
Texas
$7.26M -$7.81K 2 2% Reduced