← 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
1326
RGC
Roberts, Glore & Co
Illinois
$1.06M -$50.8K 3 0.72% Reduced
1327
TWI
Thomas White International
Illinois
$1.06M +$379K 2 0.15% Increased
1328
CC
Cannell & Co
New York
$1.06M -$34.6K 3 0.03% Reduced
1329
Horizon Kinetics
Horizon Kinetics
New York
$1.06M -$182K 2 0.01% Reduced
1330
BO
Bank OZK
Arkansas
$1.06M +$39.5K 2 0.37% Increased
1331
BAC
Boys Arnold & Co
North Carolina
$1.05M -$388K 2 0.18% Reduced
1332
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$1.05M -$979K 1 0.03% Reduced
1333
Scotia Capital
Scotia Capital
Ontario, Canada
$1.05M -$4.87M 2 0.02% Reduced
1334
AT
Arden Trust
Delaware
$1.05M +$216K 3 0.14% Increased
1335
PIP
Palisades Investment Partners
California
$1.05M -$1.2M 2 1.86% Reduced
1336
TSWM
Triangle Securities Wealth Management
North Carolina
$1.04M -$114K 1 0.79% Reduced
1337
GHAM
Gilman Hill Asset Management
Connecticut
$1.03M $0 2 0.54% Maintained
1338
AP
Advisor Partners
California
$1.03M +$16.3K 2 0.51% Increased
1339
GCM
Glaxis Capital Management
Florida
$1.03M +$1.01M 1 2.23% New
1340
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$1.03M +$167K 15 0.61% Increased
1341
PIA
Peachtree Investment Advisors
Georgia
$1.03M +$37.7K 2 0.69% Increased
1342
WIL
Winifred I. Li
$1.02M -$25.8K 2 0.87% Reduced
1343
Calamos Wealth Management
Calamos Wealth Management
Illinois
$1.02M -$347K 2 0.29% Reduced
1344
GIS
Guardian Investor Services
New York
$1.01M -$36.8K 6 0.78% Reduced
1345
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$1M +$389K 1 0.27% Increased
1346
CI
Cowen Inc
New York
$1M -$1.07M 1 0.11% Reduced
1347
B
Bellecapital
Switzerland
$1M -$128K 1 0.98% Reduced
1348
JMH
J.M. Hartwell
New York
$989K $0 1 0.2% Maintained
1349
AIS
AlphaOne Investment Services
Pennsylvania
$985K +$336K 1 0.27% Increased
1350
UBWV
United Bank (West Virginia)
West Virginia
$983K +$962K 1 0.37% New