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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
926
Wills Financial Group
Wills Financial Group
Virginia
$11.6M +$5.3M 3 4.22% Increased
927
McDonald Partners
McDonald Partners
Ohio
$11.5M -$986K 10 2.8% Reduced
928
Westend Capital Management
Westend Capital Management
California
$11.5M +$9.7M 2 2.62% Increased
929
HM Payson & Co
HM Payson & Co
Maine
$11.4M -$484K 15 0.15% Reduced
930
Concentric Capital Strategies
Concentric Capital Strategies
Connecticut
$11.4M -$7.07M 3 0.63% Reduced
931
Hamilton Capital Partners (Canada)
Hamilton Capital Partners (Canada)
$11.4M +$2.65M 2 0.33% Increased
932
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia)
Georgia
$11.3M +$128K 11 0.08% Increased
933
Mizuho Markets Americas
Mizuho Markets Americas
New York
$11.3M +$10.7M 2 0.18% Increased
934
Penn Davis McFarland
Penn Davis McFarland
Texas
$11.3M -$11.8K 1 1.01% Reduced
935
ELCO Management
ELCO Management
New York
$11.3M +$13.9K 20 4.86% Increased
936
GAMMA Investing
GAMMA Investing
California
$11.2M +$428K 37 0.42% Increased
937
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$11.2M +$10.7M 3 0.23% New
938
Parsons Capital Management
Parsons Capital Management
Rhode Island
$11.2M -$4.01M 7 0.51% Reduced
939
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$11.2M -$574K 4 0.72% Reduced
940
Grimes & Company
Grimes & Company
Massachusetts
$11.1M -$330K 3 0.24% Reduced
941
Ballentine Partners
Ballentine Partners
Massachusetts
$11.1M -$239K 16 0.14% Reduced
942
Miracle Mile Advisors
Miracle Mile Advisors
California
$11.1M +$233K 12 0.13% Increased
943
MIM
Marco Investment Management
Georgia
$11M +$312K 3 0.73% Increased
944
Walleye Trading
Walleye Trading
New York
$11M +$4.97M 8 0.01% Increased
945
Deeter Investments
Deeter Investments
Texas
$11M +$10.7M 1 1.52% New
946
Formuepleje A/S
Formuepleje A/S
Denmark
$10.9M -$786K 4 0.86% Reduced
947
Palisade Capital Management
Palisade Capital Management
New Jersey
$10.9M -$5.2M 2 0.47% Reduced
948
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
$10.8M -$1.07M 1 0.99% Reduced
949
BTC
Bank & Trust Company
Illinois
$10.8M +$35.8K 3 6.83% Increased
950
Argent Trust Co
Argent Trust Co
Tennessee
$10.8M +$1.89M 9 0.31% Increased