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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
1326
First Merchants Corp
First Merchants Corp
Indiana
$1.3M -$159K 1 0.46% Reduced
1327
6CM
683 Capital Management
New York
$1.29M +$182K 1 0.23% Increased
1328
FHC
First Houston Capital
Texas
$1.29M -$456K 1 1.23% Reduced
1329
Artemis Investment Management
Artemis Investment Management
United Kingdom
$1.27M +$1.15M 1 0.03% New
1330
MWP
MYCIO Wealth Partners
Pennsylvania
$1.26M +$96.3K 9 0.22% Increased
1331
JAFL
Jay A. Fishman Ltd
Michigan
$1.26M -$63.7K 1 0.33% Reduced
1332
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$1.26M +$244K 3 0.03% Increased
1333
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$1.25M +$300K 2 0.13% Increased
1334
Fulton Bank
Fulton Bank
Pennsylvania
$1.25M +$181K 4 0.13% Increased
1335
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.25M +$524K 5 0.25% Increased
1336
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.24M +$611K 4 0.01% Increased
1337
FVCM
F&V Capital Management
Florida
$1.24M -$471K 1 0.98% Reduced
1338
CS
Comerica Securities
Michigan
$1.23M +$166K 2 0.29% Increased
1339
DCM
Dean Capital Management
Kansas
$1.23M -$651K 1 1.71% Reduced
1340
FAM
Formidable Asset Management
Ohio
$1.23M -$492K 2 0.87% Reduced
1341
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$1.23M -$89.1K 9 0.14% Reduced
1342
TH
Timber Hill
Connecticut
$1.21M -$4.24M 2 0.01% Reduced
1343
Saturna Capital
Saturna Capital
Washington
$1.21M -$94K 1 0.04% Reduced
1344
GLRA
Gerald L. Ray & Associates
Texas
$1.2M -$22.3K 2 0.19% Reduced
1345
ARGA Investment Management
ARGA Investment Management
Connecticut
$1.2M -$4.51M 1 0.4% Reduced
1346
IFS
Ifrah Financial Services
Arkansas
$1.2M -$93.1K 2 0.48% Reduced
1347
FFC
First Financial Corp
Indiana
$1.19M +$24.7K 5 0.62% Increased
1348
Atria Investments
Atria Investments
North Carolina
$1.19M +$480K 3 0.14% Increased
1349
SC
Searle & Co
Connecticut
$1.19M $0 1 1.1% Maintained
1350
OSNBOA
Old Second National Bank of Aurora
Illinois
$1.19M +$37.9K 4 0.57% Increased