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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
1001
Brasada Capital Management
Brasada Capital Management
Texas
$9.5M +$119K 1 1.71% Increased
1002
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$9.5M +$130K 3 0.68% Increased
1003
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$9.5M -$189K 10 0.29% Reduced
1004
AlpenGlobal Capital
AlpenGlobal Capital
California
$9.5M -$62.3K 2 6.1% Reduced
1005
Speece Thorson Capital Group
Speece Thorson Capital Group
Minnesota
$9.49M -$195K 1 2.03% Reduced
1006
WFG
Wormser Freres Gestion
France
$9.48M +$613K 2 5.36% Increased
1007
Bailard
Bailard
California
$9.47M +$855K 9 0.19% Increased
1008
HWM
HFR Wealth Management
New York
$9.47M -$310K 1 2.31% Reduced
1009
Americana Partners
Americana Partners
Texas
$9.47M +$1.77M 5 0.21% Increased
1010
Recurrent Investment Advisors
Recurrent Investment Advisors
Texas
$9.4M +$1.56M 1 0.58% Increased
1011
Telos Capital Management
Telos Capital Management
California
$9.37M -$453K 3 0.83% Reduced
1012
Contravisory Investment Management
Contravisory Investment Management
Massachusetts
$9.34M +$7.05M 5 1.65% Increased
1013
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$9.33M +$66.3K 14 0.04% Increased
1014
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$9.28M -$316K 1 0.28% Reduced
1015
Kelly Lawrence W & Associates
Kelly Lawrence W & Associates
California
$9.27M +$81.8K 2 1.98% Increased
1016
CWM
Cornerstone Wealth Management
Missouri
$9.25M +$157K 6 0.4% Increased
1017
Mediolanum International Funds
Mediolanum International Funds
Ireland
$9.21M -$29.4M 4 0.08% Reduced
1018
QCM
Qsemble Capital Management
New York
$9.2M -$5.26M 6 1.18% Reduced
1019
Mad River Investors
Mad River Investors
Massachusetts
$9.18M -$90.2K 1 3.42% Reduced
1020
VST
Van Strum & Towne
California
$9.15M +$74K 1 2.5% Increased
1021
NorthRock Partners
NorthRock Partners
Minnesota
$9.13M -$221K 7 0.13% Reduced
1022
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$9.1M -$11.8M 1 0.3% Reduced
1023
BPIM
Brant Point Investment Management
New York
$9.09M +$5.52M 2 1.12% Increased
1024
Lincluden Management
Lincluden Management
Ontario, Canada
$9.08M +$2.32M 1 0.89% Increased
1025
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$9.07M -$44.9K 2 0.27% Reduced