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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
976
Quadrant Capital Group
Quadrant Capital Group
Ohio
$10.2M -$3.64M 16 0.28% Reduced
977
Sigma Planning Corp
Sigma Planning Corp
Michigan
$10.2M +$1.32M 10 0.26% Increased
978
VVP
Vulcan Value Partners
Alabama
$10.2M +$8.99M 1 0.31% New
979
ALMGDA
AG2R La Mondiale Gestion d'Actifs
France
$10.1M -$532K 5 0.37% Reduced
980
BPC
Bearing Point Capital
Minnesota
$10.1M +$353K 1 1.37% Increased
981
DCM
Decatur Capital Management
Georgia
$10.1M +$9.8M 2 3.42% New
982
PC
Pier Capital
Connecticut
$10.1M +$41.6K 1 1.33% Increased
983
LRPA
L. Roy Papp & Associates
Arizona
$10M +$185K 1 1.05% Increased
984
Seizert Capital Partners
Seizert Capital Partners
Michigan
$10M -$1.99M 4 0.41% Reduced
985
Moran Wealth Management
Moran Wealth Management
Florida
$9.9M -$31K 4 0.27% Reduced
986
Railway Pension Investments
Railway Pension Investments
United Kingdom
$9.8M $0 1 0.12% Maintained
987
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$9.8M -$6.63M 10 0.12% Reduced
988
MVIP
Mar Vista Investment Partners
California
$9.8M -$215K 1 0.98% Reduced
989
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$9.8M -$948K 3 1.99% Reduced
990
SAM
Securian Asset Management
Minnesota
$9.8M -$219K 14 0.35% Reduced
991
FC
Fulcrum Capital
Washington
$9.8M -$28.4K 4 1.98% Reduced
992
CA
Cullinan Associates
Kentucky
$9.8M +$1.75M 2 0.74% Increased
993
Becker Capital Management
Becker Capital Management
Oregon
$9.7M -$590K 1 0.26% Reduced
994
FRM
Fox Run Management
Connecticut
$9.7M +$5.11M 12 1.61% Increased
995
Castleark Management
Castleark Management
Illinois
$9.7M +$4.94M 1 0.26% Increased
996
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$9.7M +$207K 6 0.15% Increased
997
ACM
Ararat Capital Management
Connecticut
$9.7M +$9.07M 1 4.53% New
998
TPCM
Two Point Capital Management
New York
$9.6M -$51.5K 1 3.86% Reduced
999
SGK
Steigerwald Gordon & Koch
Virginia
$9.6M +$149K 11 0.95% Increased
1000
GCA
Greenwood Capital Associates
South Carolina
$9.6M +$3.77M 3 0.94% Increased