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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
AAM
Aston Asset Management
Illinois
$2.44M +$2.33M 1 0.66% New
1002
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$2.43M +$436K 8 0.03% Increased
1003
NL
NWAM LLC
Washington
$2.42M -$181K 1 1.18% Reduced
1004
OIM
Opus Investment Management
Massachusetts
$2.42M $0 1 0.55% Maintained
1005
Accredited Investors
Accredited Investors
Minnesota
$2.41M +$516K 2 0.89% Increased
1006
LI
Longer Investments
Arkansas
$2.39M +$2.29M 1 1.92% New
1007
SSI
Scott & Selber Inc
Texas
$2.39M $0 1 1.93% Maintained
1008
IPRC
Indices-Pac Research Corporation
New Jersey
$2.38M +$1.82M 2 1.57% Increased
1009
SIP
Stoneridge Investment Partners
Pennsylvania
$2.38M -$3.31M 3 0.52% Reduced
1010
Palisade Capital Management
Palisade Capital Management
New Jersey
$2.37M -$524K 2 0.06% Reduced
1011
LRPA
L. Roy Papp & Associates
Arizona
$2.37M +$12.6K 1 0.56% Increased
1012
WSCM
Wellington Shields Capital Management
New York
$2.36M +$824K 4 0.45% Increased
1013
CPS
Counsel Portfolio Services
Ontario, Canada
$2.36M +$1.53M 2 0.12% Increased
1014
PPSG
Princeton Portfolio Strategies Group
New Jersey
$2.34M +$798K 2 1.72% Increased
1015
Fulton Bank
Fulton Bank
Pennsylvania
$2.33M +$151K 4 0.27% Increased
1016
SAM
Smithbridge Asset Management
Pennsylvania
$2.33M -$116K 1 2.21% Reduced
1017
KT
Kanaly Trust
Texas
$2.33M -$588K 1 0.67% Reduced
1018
Regents of the University of California
Regents of the University of California
California
$2.32M -$1.27M 1 2.66% Reduced
1019
CCT
Capital City Trust
Florida
$2.31M -$29K 1 1.02% Reduced
1020
AAM
Azzad Asset Management
Virginia
$2.28M $0 4 1.87% Maintained
1021
PDN
Pensionfund DSM Netherlands
Netherlands
$2.27M +$930K 1 0.38% Increased
1022
LTI
Laffer Tengler Investments
Tennessee
$2.27M -$3.27M 0 – Closed
1023
MAA
Mraz Amerine & Associates
California
$2.25M +$148K 2 1.08% Increased
1024
SNT
Security National Trust
West Virginia
$2.25M -$14.7K 6 1.01% Reduced
1025
SFP
Santa Fe Partners
New Mexico
$2.25M -$3.31M 2 0.43% Reduced