← 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
1226
CONA
Capital One National Association
New York
$1.81M -$527K 3 0.16% Reduced
1227
TFF
Timothy F. Fidgeon
$1.81M -$9.28K 3 0.8% Reduced
1228
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$1.79M +$31.1K 10 0.01% Increased
1229
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$1.79M $0 1 0.39% Maintained
1230
BS
Bessemer Securities
New York
$1.79M +$1.94M 1 0.62% New
1231
LPT
Legacy Private Trust
Wisconsin
$1.78M +$33.6K 2 0.27% Increased
1232
FPFS
First Personal Financial Services
North Carolina
$1.78M +$182K 4 1.06% Increased
1233
SNBOSD
Security National Bank of So Dak
Iowa
$1.77M +$71.3K 2 2.91% Increased
1234
HP
Hikari Power
Japan
$1.76M $0 1 0.26% Maintained
1235
UFF
USA Financial Formulas
Michigan
$1.76M +$1.77M 1 0.54% New
1236
FVCM
F&V Capital Management
Florida
$1.75M $0 1 1.19% Maintained
1237
PCM
Princeton Capital Management
New Jersey
$1.74M -$134K 1 1.76% Reduced
1238
FA
Fagan Associates
New York
$1.74M +$183K 1 1.16% Increased
1239
Rathbones Group
Rathbones Group
United Kingdom
$1.73M -$2.23K 3 0.11% Reduced
1240
BUB
BBVA USA Bancshares
Texas
$1.73M -$10.1K 3 0.1% Reduced
1241
CS
Comerica Securities
Michigan
$1.72M -$1.5M 3 0.42% Reduced
1242
TCA
Teewinot Capital Advisers
New York
$1.72M +$1.82M 1 0.93% New
1243
Guinness Asset Management
Guinness Asset Management
United Kingdom
$1.71M +$229K 1 0.66% Increased
1244
OCM
Otter Creek Management
Florida
$1.71M -$588K 2 1.54% Reduced
1245
BAM
Brave Asset Management
New Jersey
$1.71M -$5.18K 5 1.19% Reduced
1246
CCS
Crosspoint Capital Strategies
California
$1.7M +$443K 4 0.48% Increased
1247
RWA
Ropes Wealth Advisors
Massachusetts
$1.7M -$79.3K 4 0.92% Reduced
1248
ICAP
Independence Capital Asset Partners
Colorado
$1.68M +$1.69M 1 2.61% New
1249
Walleye Trading
Walleye Trading
New York
$1.67M -$3.02M 7 0.02% Reduced
1250
BCM
Bluefin Capital Management
New York
$1.67M +$346K 2 0.1% Increased