← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1176
Hikari Tsushin Inc
Hikari Tsushin Inc
Japan
$1.81M $0 1 0.3% Maintained
1177
One Capital Management
One Capital Management
California
$1.8M +$1.73M 1 0.68% New
1178
First Merchants Corp
First Merchants Corp
Indiana
$1.8M -$26.2K 1 0.58% Reduced
1179
1GA
1st Global Advisors
Texas
$1.79M -$43.9K 3 0.33% Reduced
1180
SVP
Springbank Value Partners
New York
$1.79M +$96.1K 1 3.33% Increased
1181
Private Wealth Partners
Private Wealth Partners
California
$1.78M $0 2 0.42% Maintained
1182
PGCM
Prescott Group Capital Management
Oklahoma
$1.78M $0 2 0.34% Maintained
1183
TCM
Tradition Capital Management
New Jersey
$1.77M +$11.5K 2 0.57% Increased
1184
WAS
Winch Advisory Services
Wisconsin
$1.77M +$1.71M 3 1.12% New
1185
MSTVIM
Messner & Smith Theme Value Investment Management
California
$1.77M +$457K 3 2.67% Increased
1186
RBF Capital
RBF Capital
California
$1.77M $0 2 0.43% Maintained
1187
Simmons First Trust
Simmons First Trust
Arkansas
$1.76M +$34.9K 1 0.55% Increased
1188
DTL
Dynamic Technology Lab
Singapore
$1.76M +$734K 7 1.04% Increased
1189
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$1.76M +$230K 2 0.39% Increased
1190
BBVA USA Bancshares
BBVA USA Bancshares
Texas
$1.75M -$28.7K 3 0.08% Reduced
1191
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.75M -$195K 2 0.86% Reduced
1192
Wolverine Asset Management
Wolverine Asset Management
Illinois
$1.75M +$118K 2 0.04% Increased
1193
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$1.74M -$511K 1 0.15% Reduced
1194
GBA
Garrison Bradford & Associates
New York
$1.73M $0 2 1.67% Maintained
1195
ANI
American National Insurance
Texas
$1.72M $0 2 0.11% Maintained
1196
HCA
Horan Capital Advisors
Ohio
$1.72M +$63.3K 1 1.65% Increased
1197
Spot Trading
Spot Trading
Illinois
$1.71M -$20.7M 7 0.01% Reduced
1198
SCM
Stuyvesant Capital Management
New York
$1.71M -$1.81M 1 3.19% Reduced
1199
AW
Alpha Windward
Massachusetts
$1.71M +$445K 5 1.18% Increased
1200
T
TradeWorx
New Jersey
$1.71M -$89.6K 5 1.49% Reduced