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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
726
Laurion Capital Management
Laurion Capital Management
New York
$10.1M -$4.94M 5 0.11% Reduced
727
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$10M +$4.84M 4 1.33% Increased
728
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$10M -$20 5 1.15% Reduced
729
Patten & Patten
Patten & Patten
Tennessee
$10M -$151K 4 1.09% Reduced
730
Community Trust & Investment
Community Trust & Investment
Kentucky
$9.9M -$78K 1 1.2% Reduced
731
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$9.9M -$38.7K 2 1.99% Reduced
732
RIM
Rampart Investment Management
Connecticut
$9.9M +$8.11M 7 1.67% Increased
733
Boenning & Scattergood
Boenning & Scattergood
Pennsylvania
$9.9M -$572K 7 2.64% Reduced
734
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$9.9M +$131K 2 3.82% Increased
735
Eagle Ridge Investment Management
Eagle Ridge Investment Management
Connecticut
$9.9M -$572K 3 1.5% Reduced
736
SAM
Sandbar Asset Management
United Kingdom
$9.8M +$636K 1 3.03% Increased
737
UONDDL
University of Notre Dame du Lac
Indiana
$9.8M +$9.03M 1 2.68% New
738
Belpointe Asset Management
Belpointe Asset Management
Nevada
$9.8M -$917K 5 1.27% Reduced
739
CCPM
Cooper Creek Partners Management
New York
$9.6M +$3.25M 2 2.5% Increased
740
EFEM
Eos Focused Equity Management
New York
$9.6M +$2.44M 2 11.26% Increased
741
STB
S&T Bank
Pennsylvania
$9.6M -$181K 1 2.19% Reduced
742
Penn Davis McFarland
Penn Davis McFarland
Texas
$9.6M -$23K 1 2.61% Reduced
743
EM
ELCO Management
New York
$9.6M +$1.76M 11 8.08% Increased
744
Lombard Odier Asset Management (Europe)
Lombard Odier Asset Management (Europe)
United Kingdom
$9.6M +$8.36M 1 1.41% Increased
745
CSC
Cove Street Capital
California
$9.6M +$568K 2 1.9% Increased
746
Toth Financial Advisory
Toth Financial Advisory
Virginia
$9.6M +$564K 4 2.07% Increased
747
Lombard Odier Asset Management (USA)
Lombard Odier Asset Management (USA)
New York
$9.6M -$8.7M 1 0.67% Reduced
748
Gallagher Fiduciary Advisors
Gallagher Fiduciary Advisors
Illinois
$9.6M +$9.3M 1 0.93% New
749
BRC
Bishop Rock Capital
New York
$9.5M +$9.13M 1 3.13% New
750
Rodgers Brothers
Rodgers Brothers
Pennsylvania
$9.5M -$151K 5 2.58% Reduced