← All themes

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

Sanitation Water Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1026	Shelton Capital Management Denver, Colorado	$9.07M	-$3.19M	9	0.17%	Reduced
1027	Kovitz Investment Group Partners Chicago, Illinois	$9.06M	+$1.75M	3	0.2%	Increased
1028	BCB Brian C. Broderick	$9.04M	+$229K	1	1.4%	Increased
1029	TA Teton Advisors Rye, New York	$9.03M	-$159K	9	5.22%	Reduced
1030	FIM Fruth Investment Management Houston, Texas	$9M	-$98.2K	6	2.14%	Reduced
1031	BOK Financial Tulsa, Oklahoma	$8.95M	-$2.34M	14	0.12%	Reduced
1032	OL Odyssean LLC Darien, Connecticut	$8.95M	+$5.68M	6	1.46%	Increased
1033	CWA Asset Management Group Naples, Florida	$8.94M	+$290K	3	0.27%	Increased
1034	Graham Capital Management Rowayton, Connecticut	$8.92M	-$3.32M	9	0.16%	Reduced
1035	AG Ascent Group Virginia Beach, Virginia	$8.89M	-$50.1K	5	0.27%	Reduced
1036	SCM Stonehill Capital Management New York	$8.89M	+$805K	1	2.54%	Increased
1037	Munich Reinsurance Munich,	$8.87M	$0	1	0.19%	Maintained
1038	Paradigm Capital Management Inc Albany, New York	$8.84M	+$3.55M	1	0.24%	Increased
1039	OAM Occidental Asset Management Burlingame, California	$8.83M	+$4.65M	3	0.88%	Increased
1040	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$8.81M	+$2.19M	3	1.63%	Increased
1041	Douglass Winthrop Advisors New York	$8.79M	-$65.8M	4	0.15%	Reduced
1042	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$8.79M	+$5.57M	10	0.33%	Increased
1043	UF Univest Financial Souderton, Pennsylvania	$8.77M	+$625K	4	0.43%	Increased
1044	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$8.75M	+$153K	2	0.31%	Increased
1045	NRG Nemes Rush Group Novi, Michigan	$8.75M	+$227K	4	0.72%	Increased
1046	HCM Hahn Capital Management Walnut Creek, California	$8.75M	-$254K	2	5.3%	Reduced
1047	SCM Sage Capital Management Stockton, New Jersey	$8.73M	-$46.1K	3	3.41%	Reduced
1048	Independent Advisor Alliance Charlotte, North Carolina	$8.72M	-$338K	11	0.2%	Reduced
1049	HCA Harbor Capital Advisors Chicago, Illinois	$8.67M	-$413K	17	0.59%	Reduced
1050	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$8.6M	-$142	2	0.43%	Reduced