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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
776
SDJVC
St. Denis J. Villere & Co
Louisiana
$17.6M -$2.07M 1 2.1% Reduced
777
RAM
Robinhood Asset Management
California
$17.4M +$16.5M 1 0.93% New
778
CIM
Cambria Investment Management
California
$17.3M +$12.1M 7 0.85% Increased
779
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$17.2M +$11M 5 0.05% Increased
780
BFG
Berger Financial Group
Minnesota
$17.2M +$573K 2 0.88% Increased
781
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$17.2M +$6.74M 12 0.26% Increased
782
RR
Robotti Robert
$17.2M +$8.83M 1 2.77% Increased
783
OL
one8zero8 LLC
North Carolina
$17.1M -$317K 2 3.39% Reduced
784
N
Numerai
California
$17.1M +$1.49M 9 1.4% Increased
785
SNS Financial Group
SNS Financial Group
Minnesota
$17.1M +$14.2M 5 0.33% Increased
786
Stephens Inc
Stephens Inc
Arkansas
$17.1M -$537K 7 0.19% Reduced
787
RAM
Rempart Asset Management
Canada
$17M +$3.43M 1 3.48% Increased
788
Quadrature Capital
Quadrature Capital
United Kingdom
$17M +$2.93M 14 0.15% Increased
789
QPBE
Quintet Private Bank (Europe)
Luxembourg
$17M -$1.25M 3 1.06% Reduced
790
CS
Central Securities
New York
$16.9M $0 1 1.26% Maintained
791
CYG
Clean Yield Group
Vermont
$16.8M -$8.5K 10 4.17% Reduced
792
HTI
Hikari Tsushin Inc
Japan
$16.8M -$838K 4 1.12% Reduced
793
IFP Advisors
IFP Advisors
Florida
$16.8M +$11.3M 37 0.3% Increased
794
CA
Cornerstone Advisors
North Carolina
$16.7M $0 1 0.55% Maintained
795
WCM
Whitefort Capital Management
New York
$16.7M $0 1 4.11% Maintained
796
CP
CenterBook Partners
Connecticut
$16.7M -$16.7M 18 0.82% Reduced
797
RIA
RPG Investment Advisory
California
$16.6M +$336K 1 1.71% Increased
798
Burney Company
Burney Company
Virginia
$16.6M +$515K 6 0.45% Increased
799
DA
Dillon & Associates
Michigan
$16.6M +$1.91M 1 2.03% Increased
800
Capital Wealth Planning
Capital Wealth Planning
Florida
$16.5M -$4.29M 1 0.08% Reduced