← 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

Sanitation Water Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1376	BCM Bluefin Capital Management New York	$800K	-$14.3M	1	0.05%	Reduced
1377	WC Whitney & Co Rochester, New York	$800K	+$26.1K	1	0.4%	Increased
1378	WPP Whalerock Point Partners Providence, Rhode Island	$794K	+$20.5K	2	0.4%	Increased
1379	AAP Ardsley Advisory Partners Stamford, Connecticut	$793K	+$777K	1	0.12%	New
1380	FIM Frontier Investment Management Dallas, Texas	$793K	-$146K	2	0.14%	Reduced
1381	Plancorp LLC Saint Louis, Missouri	$784K	$0	1	0.53%	Maintained
1382	MFS Monetta Financial Services Wheaton, Illinois	$777K	+$745K	1	0.42%	New
1383	FPC Falcon Point Capital San Francisco, California	$770K	$0	1	0.74%	Maintained
1384	CCM CrestPoint Capital Management Four Seasons, Missouri	$768K	-$130K	1	0.48%	Reduced
1385	LPT Legacy Private Trust Neenah, Wisconsin	$767K	-$282K	1	0.13%	Reduced
1386	MCC Mid Continent Capital Chicago, Illinois	$754K	+$233K	3	0.05%	Increased
1387	DAM Doheny Asset Management Los Angeles, California	$749K	$0	1	0.39%	Maintained
1388	GLI Guardian Life Insurance New York	$746K	-$255	6	0.07%	Reduced
1389	Verition Fund Management Greenwich, Connecticut	$744K	-$516K	2	0.11%	Reduced
1390	TIM Thompson Investment Management Madison, Wisconsin	$741K	-$44.5K	2	0.15%	Reduced
1391	SignatureFD Atlanta, Georgia	$740K	-$301K	6	0.3%	Reduced
1392	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$734K	-$39.1K	2	0.18%	Reduced
1393	SSG Summit Securities Group New York	$734K	-$31.7M	1	0.44%	Reduced
1394	LBC Lowe Brockenbrough & Co Richmond, Virginia	$731K	-$9.31K	1	0.12%	Reduced
1395	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$722K	-$8.65K	1	0.29%	Reduced
1396	CC Cadinha & Co Honolulu, Hawaii	$719K	-$279K	1	0.13%	Reduced
1397	AIA Alerus Investment Advisors Wayzata, Minnesota	$713K	$0	1	0.15%	Maintained
1398	SFU Stonehage Fleming (UK) London, United Kingdom	$710K	+$193K	2	0.3%	Increased
1399	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$709K	+$695K	1	0.58%	New
1400	GIM Greylin Investment Management Orange, Virginia	$706K	-$13.9K	1	0.17%	Reduced