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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
1301
RAM
Roanoke Asset Management
New Jersey
$1.12M +$118 1 0.49% Increased
1302
TCM
Texan Capital Management
Texas
$1.11M $0 1 0.51% Maintained
1303
Perpetual Ltd
Perpetual Ltd
Australia
$1.11M -$46.5K 1 0.16% Reduced
1304
AGM
Alpine Global Management
New York
$1.1M +$1.11M 3 0.95% New
1305
B
Bellecapital
Switzerland
$1.1M -$290K 1 0.96% Reduced
1306
NAM
NTV Asset Management
West Virginia
$1.09M -$4.48K 1 0.35% Reduced
1307
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$1.09M +$7.28K 2 0.74% Increased
1308
HDIM
Hanson & Doremus Investment Management
Vermont
$1.08M -$15.5K 8 0.51% Reduced
1309
BIM
Beach Investment Management
Pennsylvania
$1.06M +$276K 1 1.4% Increased
1310
BO
Bank OZK
Arkansas
$1.06M -$91.9K 2 0.38% Reduced
1311
BPGAM
BTG Pactual Global Asset Management
Bermuda
$1.05M +$564K 2 0.23% Increased
1312
Causeway Capital Management
Causeway Capital Management
California
$1.05M +$19.7K 1 0.05% Increased
1313
CC
Cannell & Co
New York
$1.04M +$1.02M 3 0.03% New
1314
CO
Caldwell & Orkin
Georgia
$1.03M +$991K 1 0.68% New
1315
PAA
Peregrine Asset Advisers
Oregon
$1.03M +$1.02M 1 0.8% New
1316
Atria Investments
Atria Investments
North Carolina
$1.03M -$51.8K 3 0.11% Reduced
1317
MCM
Marathon Capital Management
Maryland
$1.03M +$563K 1 0.77% Increased
1318
KFS
Kurt F. Somerville
$1.03M -$61.7K 2 0.41% Reduced
1319
NAM
NorthCoast Asset Management
Connecticut
$1.03M +$985K 1 0.07% New
1320
Horizon Kinetics
Horizon Kinetics
New York
$1.02M +$157K 2 0.01% Increased
1321
GIS
Guardian Investor Services
New York
$1.02M -$36.5K 6 0.79% Reduced
1322
SMC
Smith, Moore & Co
Missouri
$1.02M -$377K 2 0.61% Reduced
1323
WIS
Wright Investors Service
Connecticut
$1.02M +$219K 1 0.46% Increased
1324
OIA
Optimum Investment Advisors
Illinois
$1.02M +$34.6K 9 0.38% Increased
1325
CC
Courier Capital
New York
$1.02M +$17.7K 1 0.21% Increased